Onboarding

Live in hours — not weeks.

Your deal workspace, set up in an afternoon. No migration, no six-month implementation. We connect your documents and your pipeline, help configure your playbooks, and run a live deal with your team on day one.

Start your pilot
  1. 01

    Connect

    Drives, CRM, and email connected in the first session. Read-only access; Midlevel agents do not write/edit outside the workspace. Keep your data secure and deal team operations isolated.

  2. 02

    Configure

    Your playbooks, deal templates, and house style loaded into the workspace. Agents can be configured to your deal mandates and firm preferences — so day-one outputs already sound like your team.

  3. 03

    First deal

    Test run an old deal end-to-end alongside your team — not a sandbox demo. Your pipeline, your documents, your deal process as the forcing function.

  4. 04

    Scale

    Roll out across the deal team or portfolio. Firm intelligence compounds over each new deal. Project-based and role-based permissions can mirror your firm's existing access policies.

  5. 05

    Training & Support

    Enablement for every role, working sessions, customization requests, plus on-demand support.

Your next deal could run on Midlevel.

Start your pilot