Make the first version specific
Choose the inputs, tools, owner, and review points. Test common requests and exceptions. Record how much work people still need to do, including corrections.
Decide from actual use
Compare the new workflow with the starting point before expanding it. HighTide agrees the build, evaluation, and handoff scope before implementation. Expanding the agent’s authority is a separate decision.
Common questions
Do we need to roll this out across the company?
No. A larger firm can begin with one office or team. Wider rollout is a separate decision and scope.