When does a team pilot make sense?
Use a defined pilot when several people, a tailored workflow, security review, or agreed success criteria are needed before a wider rollout.

Team pilot
Define the people, question, data boundaries, deliverable, and success criteria first. Individuals who do not need a team implementation can start a trial directly.
Use a defined pilot when several people, a tailored workflow, security review, or agreed success criteria are needed before a wider rollout.
We confirm the question, participants, data boundaries, expected output, support required, and how the team will judge whether the pilot worked.
Yes. Individuals can create a workspace and begin directly. The pilot path is for higher-consideration team or consulting-firm implementations.
What a team pilot includes
This path is for leadership teams and advisory firms that need a guided implementation, shared evaluation, or tailored workflow before committing to a broader deployment.
Human review remains required before acting on legal, financial, employment, migration, or regulated advice.