The cloudPWR pilot
Start small. Prove it. Then expand.
A $7,500 pilot on one high-value workflow: a focused assessment, safeguards built into the scope and results measured before you scale. Bring or build your own model, and keep your people in the review.
Four steps, clear deliverables
From a question to a measured result.
Start with a manageable part of your operation: loan document intake, tax document collection, or client intake and engagement.
Briefing: identify the opportunity
Start with a 30-minute AI readiness briefing. Share where the work slows down, what your people need and the constraints a pilot must respect. You leave with a candidate workflow and next steps.
Assessment: define one workflow
Within the pilot, map intake, handoffs and document destinations. Agree a baseline, success metrics, access and human-review requirements with your sponsor and workflow owner.
Pilot: put safeguards into practice
Use 1–2 weeks of cloudPWR effort to configure and evaluate the agreed workflow. AIRLIFT Forms and Connect can support secure intake and delivery. Any AI-assisted step uses the approved model and human review defined in the scope.
Readout: measure, then decide
Compare the results with the agreed baseline. Review handling time, handoffs, rework and any quality measures you selected. Use that evidence to decide whether to expand and which workflow comes next.
Pilot terms
A defined first investment.
$7,500
One workflow, including the focused assessment and 1–2 weeks of cloudPWR effort. We agree the workflow, safeguards and success metrics before the work starts.
The effort estimate describes cloudPWR’s work. We’ll coordinate the calendar around your team’s availability, access and review process.
The pilot fee can be credited toward a three-year subscription agreement. After the readout, we discuss the subscription scope and pricing with you.
What we need from you
A small team and a clear starting point.
A sponsor
Someone who can align priorities and make the decisions needed to keep the pilot moving.
One workflow owner
A person who knows the steps, exceptions and day-to-day pain points.
Representative sample documents
Agree appropriate sample material and a secure exchange channel during scoping.
A baseline
A shared picture of the current handling time, volume, handoffs and rework.
Success metrics, agreed up front
Know what you are trying to prove.
Choose measures that matter to the workflow: staff time per file, time to complete intake, manual handoffs, missing-document follow-ups, or exceptions requiring rework.
If the pilot includes an AI-assisted task, agree what acceptable output and human review look like. Measure quality alongside time saved, then review the result with the people responsible for the work.
The goal is evidence for your next decision. Pilot targets and the baseline are specific to your firm and agreed in writing.
Common questions
Before you start.
What does “bring or build your own model” mean?
Your firm chooses the model it approves, or works with cloudPWR to define a suitable approach. We agree model requirements, processing location, access and retention during scoping.
Who sees our client data?
We define authorized access with your team before the pilot. The scope identifies who needs access and how documents will move through the workflow and any selected model. Request our security packet to begin your review.
Does the $7,500 include the assessment?
Yes. The focused assessment is included, along with 1–2 weeks of cloudPWR effort on one workflow and a results readout.
What happens after the pilot?
We review the results together and propose a next step based on the evidence. If you proceed with a three-year subscription agreement, the pilot fee can be credited toward it. Subscription scope and pricing are discussed after the pilot.
Can we start with document intake?
Yes. AIRLIFT Forms and Connect support intake and configured document pipelines today. A pilot can focus on those foundations while you determine the right AI model, use case and approvals.