Choose the workflow
Define the project work the firm wants to improve, the people responsible for it, and the result the team needs.
Product onboarding and support
Rollout & Support
Surgifai supports workflow selection, firm-knowledge preparation, team onboarding, and rollout as firms adopt the product.
A practical starting workflow
Prepare the product, firm knowledge, and team together.
Rollout starts with the project work the firm wants to improve, the knowledge it has approved for that work, and the people who will prepare and review the result.
Prepare firm knowledge
Select and review the terminology, templates, policies, precedent, and working practices that should support the workflow.
Onboard the team
Set project boundaries, review responsibilities, and practical working patterns for the people using Surgifai.
Support and refine
Review how the workflow performs, resolve questions, and expand only when the firm is ready.
Workflow fit
Choose a supported workflow, identify the project evidence it needs, and define the reviewed work the firm expects to produce.
Firm-knowledge setup
Select and review the terminology, templates, policies, workflows, and precedent that should support the team.
Team onboarding
Establish project boundaries, source-review practices, professional responsibilities, and the handoffs used in the selected workflow.
Ongoing support
Resolve questions, review how the workflow is performing, refine working practices, and plan additional use when the firm is ready.
Next step
Start with the firm knowledge and workflow you want to connect.
We’ll discuss product fit, onboarding, access, and the support needed for a responsible rollout.