Founding Firm Pilot · Access by request
Request pilot access
Four quick questions tell us whether the Founding Firm Pilot fits your setup. We confirm fit and agree the scope in writing before any working data is connected.
Tell us about your firm
Your Founding Firm Pilot
30 days at no charge for one attorney and one Microsoft 365 mailbox, with guided setup and one agreed CSV export workflow. Every proposed entry requires human review before export. The 30 days begin after setup. Activation requires a supported mailbox connector and completed release testing; no start date is promised. Check current readiness and requirements. No automatic billing; any paid continuation requires a separate written agreement.
What happens next
Jonathan aims to reply personally within two business days. We confirm Apple silicon and macOS readiness, Microsoft 365 Inbox and Sent Items access, the reviewed-CSV target, and privacy boundaries. If the workflow fits, we agree the pilot scope in writing before anything is installed. See what a pilot looks like and how your data is handled.
Office information
Location
161 North Clark Street
Suite 3000
Chicago, IL 60601
Phone