30-day trial guide
Goal: validate the AI layer. Check integration status first. Integration status →
Week 1 — AI core
- Day 1–2: one matter, 3–5 exhibits, summary
- Day 3–4: three generated documents + review
- Day 5: client portal test
Week 2 — Automation
- Intake workflow
- E-sign (if configured)
- GDPR export from data settings
Out of trial scope: live SECIB/Kleos sync, automatic Chorus/PDP transmission, free-form AI workflow execution.