Start with the operation
Show us the workflow.
Tell us what arrives, what people do, where it waits, what evidence matters and what a correct outcome looks like. Do not send sensitive documents through this form.
Describe the current path. Inputs, people, systems, wait states and exceptions are more useful than a solution specification.
Keep documents out of this form. If a pilot fits, we will agree on redaction and secure transfer first.
Expect an honest fit check. A mature product or a simpler process change may be the right answer.