How onboarding works
1. Discovery & fit
Confirm the governed workflow and compliance surface.
2. Agreement & (if PHI) BAA
Sign terms; healthcare adds a BAA + compliance review.
3. Dedicated tenant stand-up
Your isolated account; account boundary = data boundary.
4. Template + rule configuration
Provision the vertical; curators tune the editable rules.
5. Named administrator + crew
We create your tenant admin; you grant your team roles.
6. Go-live + evidence
Operate with signed decisions; pull the audit corpus any time.
Already a customer? Sign in for your onboarding
checklist, the enablement library, support, and your governed Customer
Portal. Go to enablement →