Gate • Start • directory + intake • reference ID
Choose a package. Submit intake. Get a Reference ID.
One page that stays sales-first and tracking-safe, while collecting the minimum non-confidential information needed to start. Then continue via Purchase, Invoice/PO, or Wizard.
Recommended start: for fast buyer evidence and Copilot governance posture, start with Copilot QuickScan (5–7 business days).
How it works
Selection → non-confidential intake → Reference ID → next step (purchase / procurement / wizard) → kickoff → delivery pack.
Start
Minimal intake
Only what is needed to scope the first step. No secrets.
Track
Reference ID
Used for status checks and follow-ups (stored locally).
Route
Wizard connector
Continue to Gate wizard with prefilled context if needed.
Deliver
Buyer-ready pack
Artifacts designed to be forwarded, filed, and approved.
Boundary (non-confidential)
Keep submissions safe. Secure transfer options (if required) are provided after kickoff.
- No credentials, tokens, keys, secrets.
- No customer PII, IDs, or private client data.
- No private contracts or confidential attachments.
- Use summaries, redactions, and safe public links only.
Procurement path: use Invoice / PO for vendor onboarding, billing contacts, and internal approval notes.
Start intake (non-confidential)
This intake creates a local Reference ID and prepares a structured draft you can send (sales/procurement). No backend required in this phase.
Packages directory
You can also start from the cards on the right (details + purchase + intake).