From Day 1 to Go-Live in
90 Days

We help you launch with confidence. In three months, we'll configure your legal playbook, connect your key systems, train your team, and deliver your first regulator-ready Trust Objects, all in one focused pilot period.

Why Our Pilot Works

A structured, proven approach that gets you to production faster than traditional implementations.

Parallel Build

Playbook setup and integrations happen at the same time, so you're not waiting for one step to finish before starting another.

Industry-Specific

Every playbook is built around your sector's regulations, such as the EU AI Act, FINMA, HIPAA, or MAS FEAT.

Live-Ready

You won't just be running test data. By the end of the pilot, you'll be working on real contracts.

All-in-One

Compliance framework, integrations, training, and adoption — all delivered together.

The 90-Day Plan

Weeks 1–2: Kickoff & Foundations

  • • Confirm scope, compliance goals, and integration requirements
  • • Secure access for Salesforce, DocuSign, Harvey, and SharePoint
  • • Begin playbook discovery and baseline platform configuration

Weeks 3–5: Parallel Build

Playbook

Configure clauses, fallback language, and escalation rules in the Playbook Manager.

Salesforce

Connect to Accounts, Opportunities, and Contracts; set up triggers for contract review.

DocuSign

Enable one-click sending for signature; link signed contracts back to Trust Objects.

Harvey

Integrate for AI-powered legal queries across reviewed contracts.

SharePoint

Set up library connections for storage and retrieval of reviewed contracts.

Weeks 6–8: System Integration & Testing

  • • Move all integrations into production
  • • Test full contract flow: Create in Salesforce → Review in AlsoCheck → Execute in DocuSign → Store in SharePoint
  • • Refine playbook rules from early test results

Weeks 9–11: Training & Adoption

  • • Train legal, compliance, sales, and operations teams on workflows
  • • Provide integration quick-start guides for each system
  • • Begin using live contracts with full compliance logging

Week 12: Go-Live & Review

  • • Final integration verification and handover
  • • Deliver pilot success report with compliance status, integration performance, and adoption metrics
  • • Present next steps for annual plan transition

Integration Spotlights

Salesforce

Launch contract reviews from your CRM in one click, and attach Trust Objects back to records for proof of compliance.

DocuSign

Send contracts for signature without leaving AlsoCheck, and automatically store signed copies in your audit trail.

Harvey

Run advanced AI queries over your reviewed contracts for faster insights and decision-making.

SharePoint

Automatically save reviewed and signed contracts into designated folders with full version tracking.

What You'll Have at the End of the Pilot

Fully configured legal playbook tailored to your industry

Seamless Salesforce, DocuSign, Harvey, and SharePoint integration

Trained legal, compliance, and sales teams

Live Trust Objects ready for regulator submission

Compliance adoption report with recommendations for scaling

Be compliance-ready in 90 days.

Ready to transform your legal workflow? Let's build your custom pilot plan.