Module 1
Guided intake
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Legal Tech
Unauthorized practice of law exposurePrivileged data leakage via shared embeddingsHallucinated citations reaching client deliverables
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Section 1 of 16
Engagement Type
What decision is this engagement informing?
Determines how Kaptrix weights evidence and frames the report (IC memo vs program continuation vs vendor RFP).
Who is the decision-making audience?
If the buyer is a corporate / operator, what is their industry?
Leave blank for a PE fund. Used to stress-test vendor fit against the buyer's own regulatory and operational context.
Target's annual run-rate revenue (or initiative budget)
Time until the decision is made (IC vote, go-live, or walk-away)
Be honest — it compresses or relaxes the depth of the diligence.