A practical start. A considered rollout.
Start with a defined workflow and a team that will use it. Agree on the source data, responsibilities, and review steps before broadening the rollout.
Make the first step practical
Start with one workflow. Build from there.
Understand the setup, clarify your data, and give the team a useful first task. Migration assistance and enterprise rollouts are scoped with you.
Choose your starting point
Identify the team, worksites, and workflow you want to bring together.
Prepare the right information
Review people, establishments, current records, and access responsibilities.
Review the first result
Walk through a real task with your team and check the record it produces.
No ready client required
A first-use reading exercise without a client
You need a browser and a reviewer, not a client account, employer permission, payment card or signed agreement. This is a reading exercise, not a private sandbox or live filing test.
Use only the fictional inspection and consulting records already shown in the public example. Do not upload names, injury details or client files.
Read the consultant example · Read the employer example
Your first reviewable result
Produce a short review note: the selected workflow; its input; the person who decides; the resulting record and its state; the next responsible person; and one unanswered question.
- Name the client or worksite context shown in the fictional example.
- Separate an AI suggestion from a human-reviewed finding.
- Separate a delivered report, client acknowledgment, action acceptance and action completion.
- Name the owner of the next action and what evidence is still needed.
- Mark missing readiness or filing evidence as unknown, not complete.
Keep the clock and permissions separate
Reading the public example does not create a workspace or start a trial. A consultant application receipt is not approval, workspace readiness, a named seat or client permission. After approval, the consultant trial starts when the workspace is ready; waiting for client approval uses trial time. No pause, extension or review-turnaround promise is added here.
For a real workspace evaluation, prepare the establishment, named reviewer, required access and supported source records first. Migration assistance is a separate scope. If an application is pending, use its receipt or recovery instructions; ask about the next step rather than assuming approval or sending private client records through a public form.
What to prepare
You do not need to organize every record before a first conversation. Bring a representative example and a clear picture of the work.
- Establishments, worksite jurisdictions, and team responsibilities.
- One current incident, inspection, training, or contractor workflow.
- The spreadsheets, documents, and exports you want to discuss.
- Who can review records, invite users, and approve external access.
Choose the right starting path
Employer organizations can start a 30-day Pro trial with no card required. Contractors use the employer workspace model. The selected subscription plan applies after conversion.
Safety consultants use the partner application and guided onboarding path. Carriers discuss their loss-control requirements through an enterprise inquiry. Public consultation programs use the program inquiry and remain invitation-only; neither route is a consultant trial.
Migration assistance is scoped
Source systems, field mappings, historical attachments, and available exports affect the work involved. Confirm the supported import path and review a sample before agreeing on the scope. No universal migration duration is promised.
Your team validates the imported information and any recordkeeping decisions. Customer records are never sent through the public product tour.
Review procurement early
Discuss access, data residency, security, support, and any contractual requirements before rollout. Certification and accessibility work remain in progress where stated; documentation availability is explained in the Trust Center.
Make the first step a useful one.
Employers start with 30 days of Pro and no card. Safety consultants apply first; insurance risk-control teams and public consultation programs talk to us.