| Environment | Standard multi-tenant PROOF platform | Single-tenant environment dedicated to the firm |
| Starts with | Starter Access for one person, or a Guided Firm Rollout for multiple users | Paid discovery |
| Setup and support | Productized implementation, onboarding, training, adoption support, and bounded hands-on help | Dedicated PROOF engineer, dedicated customer success, implementation, integration, governance support, training, testing, and hardening |
| Systems | Supported connections and approved sources and destinations. Material integrations scoped separately. | In-scope systems, integrations, sources, and destinations determined through paid discovery. |
| Included functions | PROOF connector included. Call Triage included as client rollout becomes available. | PROOF connector included. Call Triage included as client rollout becomes available. |
| Pricing | Starter pricing and availability are confirmed during a conversation. Guided Firm Rollout working pricing is $5,000 one time, followed by the platform fee and per-user AI Work Plans if the firm continues. | Paid discovery, scoped deployment fee, and monthly or annual managed support |
| Best for | Firms wanting the fastest productized path with lower-complexity requirements | Qualified firms wanting more control, integrations, governance, dedicated engineering, and hands-on support |