01Start with a team built for the workflowAt launch — the Records Management team. The specialists know intake, classification, retention, indexing, retrieval, and audit-trail handling from day one. No training, no prompt engineering. Industry-specific teams (law office, accounting practice, claims processing) follow on the roadmap.
02Run autonomouslySet the goal. The team plans, divides the work, and ships the outcome end-to-end. The Coordinator routes; the specialists execute. You see results, not a coordination backlog.
03Pair with a domain-expert Coach when judgment mattersWhen the Coach Marketplace opens, hire a Coach who specializes in your space — a records & information management (RIM) professional, a healthcare HIM specialist, a legal records expert, a compliance/retention pro. Coach Marketplace — coming soon. Coach yourself in the meantime, or skip when the routine work doesn't need it.