Stage 1 · Your authority

Client onboarding

The starting facts. Everything downstream — the risk view, the scope, the contract, the schedule — assembles from what you enter here.

Client legal entity

Trading name (if different)

Primary contact

Contact email (signatory)

Engagement function

Finance / CFO

Augmentation Line Review — Finance edition

Procurement / CPO

Augmentation Line Review — Procurement edition

Both functions

Combined diagnostic scope

Sector

Organisation size

Engagement context (what's prompting this?)

Stage 2 · Prepared, then your authority

Augmentation Line risk assessment

Five questions locate this engagement on the line. The tool then drafts the risk rating and the above/below split — and you approve it before it informs the scope.

1 · Data sensitivity — will the work touch personal, financial or regulated data?

Low

Aggregated / non-personal

Moderate

Some personal or commercial

High

Regulated / sensitive personal

2 · EU AI Act exposure — could recommendations involve AI systems in high-risk use?

Limited

Productivity / drafting only

Some

Decision-support in scope

Material

Credit, hiring, eligibility, safety

3 · Autonomy sought — how much does the client want AI to operate unattended?

Assistive

Human in every loop

Supervised

Human on the loop

Autonomous

Human out of the loop sought

4 · Decision criticality — do outputs feed board, regulator or financial sign-off?

Internal

Operational only

Significant

Management decisions

Critical

Board / regulator / attestation

5 · Client AI maturity

Low

Early, ad hoc

Developing

Some governance

Mature

Established controls

Stage 3 · Your authority

Engagement approval

The go decision. Below the line, a named human decides whether StoryC takes the engagement — and on what condition. This is recorded.

✦ PreparedEngagement summary

Decision

Proceed

Accept and move to scope

Proceed with conditions

Accept with noted caveats

Decline

Not a fit right now

Stage 4 · Prepared, then your authority

Statement of Work

Assembled from onboarding and the risk view. Edit anything, then approve the scope you'll deliver against.

✦ PreparedAssembled SOW

Scope adjustments (optional — appended to the SOW)

Stage 5 · Your authority

Price & clauses

Set the commercials. The master terms are pre-populated; the tool flags any clause worth a closer look given the risk rating.

Engagement fee

£6,000

Fixed-scope diagnostic

£8,000 / mo

Retainer · 2 days/wk

Custom

Set your own

Payment terms

✦ PreparedMaster terms — pre-populated

Stage 6 · Your authority

Signature

Review the assembled agreement, then route it for signature via DocuSign or export it.

Client signatory

Client signatory email

✓ Your authorityRoute for signature

DocuSign PowerForm URL (paste your PowerForm link — used to launch signing)

How signature works here. Paste a DocuSign PowerForm URL and the button launches it with your client's name and email pre-filled — a real, no-backend signing path you can use today. When the platform has a backend, this upgrades to the DocuSign eSignature API for fully automated envelopes. Export gives you a clean PDF to upload manually or send to a solicitor.

Stage 7 · Prepared

Start date & execution

Set the start date and the tool schedules the three-week engagement — kickoff to board-ready readout.

Engagement start date

✦ PreparedExecution schedule

Pick a start date to generate the schedule.

● LiveEngagement status

Complete the steps above to bring the engagement live.