Sample Planning Sprint Pack
What the $5,000 Planning Sprint delivers.
A sample plan for Tessaline, a fictional transcript and legal document platform that wants AI beyond our existing modules. Two weeks, no build: where AI fits, what it depends on, and a fixed quote.
What you get
- Where AI fits across your platform, with the user outcome, users and data for each
- The prioritized capability map, with what each one depends on
- The readiness review of your architecture, data, integrations and permissions
- Cost-to-serve estimates per user, with the assumptions shown
- The recommended first build: 2 to 3 capabilities and why they come first
- A fixed-price quote to build it and take it to production; the $5,000 counts toward it
Illustrative demo on a fictional agency and firm. Not client work.
How the two weeks run
We plan with the people who know the platform.
About 2 to 3 hours a week from a product owner and an engineering lead. No build, no production access.
Week 1
- Walk the platform with your product, engineering and legal leads
- Read what agencies and attorneys ask for in support tickets
- Map where confidential files live and who can open them
Week 2
- Map the capabilities and review architecture, data, integrations and permissions
- Estimate the cost to serve per user
- Agree the first build with you and write the fixed quote
01 · Where AI fits
Every opportunity, tied to a user outcome.
Including capabilities our modules do not cover. Each one names who uses it and the data it needs.
| Opportunity | Who uses it | Data it needs |
|---|---|---|
| Title page indexing | Agencies | Transcript title pages, in the browser |
| Cited answers over transcripts | Attorneys | Released transcripts, matter access |
| Deposition summary drafts | Attorneys | Released transcripts |
| Claim checks on drafts | Firms | Drafts, the matter's record |
02 · Capability map
Now, next and later, with what each depends on.
Ordered by user value and by what your platform can support today.
| Capability | When | Depends on |
|---|---|---|
| Title page indexing | Now | Record APIs and agency review screens |
| Cited answers over transcripts | Next | Matter level access on every file |
| Deposition summary drafts | Later | Released files readable in the browser |
03 · Readiness review
Architecture, data and permissions, checked.
What is ready, what needs work, and what blocks a capability until it changes. Illustrative findings.
Findings
- Records are created through APIs; indexing can start without touching storage.
- Access is set per account, not per matter; cited answers wait until it is.
- Agencies want to confirm every field; the plan includes a review screen.
- Open question for you: include indexing in every agency plan, or sell it as a tier?
04 · Recommended first build
Index title pages in the agency's browser first.
Two capabilities that share the same screen: browser side extraction with confidence per field, and agency review before publishing.
05 · Quote
A fixed price to build it and take it to production.
The fixed quote is in your Planning Sprint Pack, not on the site. If you go ahead, the $5,000 counts toward it; if you stop, the plan is yours.
Get a plan for your own platform.
Bring the AI questions your users and their counsel are asking. In 30 minutes we agree what the Planning Sprint would map.
Calls run in US Central time. No generic AI presentation: we discuss your product, users and production constraints.