Founding Firm Pilot · Guided setup · Access by request
Evaluate IntelliBill with one attorney, one Microsoft 365 mailbox, guided setup, and one agreed CSV export workflow. Review every draft before any time leaves the app.
Applications open. Activation pending a supported mailbox connector and release testing. Your 30 days begin after setup. Read the availability update →
Explore the workflow with fictional data in your browser.
One attorney. One Microsoft 365 mailbox. Your pilot begins after setup.
Work through your firm’s setup and review requirements before applying.
Pilot applications are subject to fit. Activation is pending a supported mailbox connector and release testing; the prepared Legacy Outlook connector cannot be promised for a full 30-day Microsoft 365 pilot across October 2026. Access remains by request. No automatic billing applies; paid continuation requires a separate written agreement. Availability and setup details.
What a pilot looks like
We agree on the mailbox, setup, and CSV workflow first. The 30-day evaluation starts once setup is complete.
We confirm Apple silicon, macOS 26+, supported Legacy Outlook automation, local setup requirements, and your CSV workflow. Our response target is within two business days of your application.
We confirm the no-charge 30-day pilot for one attorney and one mailbox, your CSV export workflow, and your support contact in writing before setup.
After handoff checks, we arrange the Mac app and separately configure local database and model services, Outlook access, and your roster. Synthetic checks come before working data. Your 30 days start after setup.
Record approved hours, genuinely additional hours after reconciliation, correction counts, and review effort. Use the pilot scorecard and check the CSV workflow.
Explore the workflow first
The Interactive Product Tour uses sample, in-memory email data and requires no account. Walk through Microsoft 365 Email and Review & Export before starting a pilot.
Review queue
Questions, answered
The 30-day pilot is $0 and includes one attorney, one Microsoft 365 mailbox (Inbox and Sent Items), guided setup, and one agreed CSV export workflow. Applications are subject to fit and a supported Apple silicon Mac.
The pilot starts after setup is complete, so the setup period does not use your evaluation time. Activation is pending a supported mailbox connector and release testing; applying does not start the clock.
No. There is no automatic billing. Any paid continuation requires a separate written agreement.
Our response target is within two business days. We will confirm your Mac, Microsoft 365 access, and CSV workflow before arranging the pilot.
Access is by request. Activation is pending a supported mailbox connector and release testing. We confirm those checks, scope, and guided setup before working data is connected.
Access is by request. The prepared guided release requires Apple silicon, macOS 26 or newer, and separate local database and model setup. Activation is pending a supported mailbox connector and release testing; we confirm the exact installation requirements before arranging access. Read the setup guide.
Email analysis, matter matching, saved drafts, and review decisions run on your Mac. The prepared release uses Outlook for Mac automation and separately configured local database and model services, with no cloud AI fallback.
The guided pilot covers one Microsoft 365 mailbox, using agreed Inbox and Sent Items through compatible Legacy Outlook for Mac automation. Additional activity sources are not included.
No. The offered pilot is read-only and downloads reviewed CSV for reconciliation or import preparation after human review.
Yes. The Interactive Product Tour uses sample data, makes no product API calls, and does not persist a workspace.
No blind promise
Try the sample-data Product Tour first. If it fits the problem you have, request a Founding Firm Pilot with the real Mac product.