Pick the plan by how much change your team can absorb, not by how much you hope to automate. A pilot suits a firm that wants to test one workflow, such as after-hours intake, on one system. An agent team suits a firm ready to change several workflows at once. Custom suits multi-site firms and unusual systems. You can move up later. The pilot's blueprint and connections carry forward.
A pilot works best when someone owns it. Choose a sponsor, usually a partner or practice manager, who joins the weekly check-ins and signs off the blueprint. Without a sponsor, decisions slow down and the results report has nobody to act on it.
Pricing is set on the discovery call and written into your blueprint, so you see the number before anything is built. If your data is scattered across many unconnected tools, or nobody can own the project for the next few weeks, it may be wiser to wait. We will say so on the call if that is the case.
Whatever you choose, expect a rhythm of review. The pilot has weekly check-ins and a day-30 results report. The agent team adds monthly reviews and improvements. Those reviews are where you decide what to change, so bring examples of anything that did not work as you hoped.
Every engagement is scoped on the discovery call, and you get a clear price in your agent blueprint before anything is built.