Extra workflow lanes
If it is not the priority path chosen for this sprint, it belongs in a later phase.
After sprint deposit
Implementation starts only after one workflow path is locked clearly.
This intake page keeps the setup sprint narrow. The buyer confirms the priority document flow, the required approval states, the final delivery handoff, and the specific tools already in use. That is enough to start implementation without reopening scope.
- 4 required brief items
- 1 priority workflow path
- 0 reason to restart scope in chat
Brief Table
What the buyer must confirm before the sprint starts.
| Item | What To Send | Why It Must Be Locked |
|---|---|---|
| Priority workflow path | The first document flow to clean up, for example client intake or signer-ready package review. | Prevents the sprint from spreading into every team workflow. |
| Approval states | The exact statuses needed, such as waiting, review, revision, approved, and ready to send. | Stops approval logic from changing mid-build. |
| Final delivery target | What the finished handoff should produce for the client or internal operator. | Keeps the build pointed at one usable output. |
| Current tools and owners | Which storage, chat, signing, or ops tools are already in use and who touches the workflow. | Lets the sprint fit the real environment instead of an abstract stack. |
Scope Guards
These requests should be held for later, not added to kickoff.
Full tool migration
Replacing the entire stack is not the point of the first setup sprint.
Undefined approvals
If nobody can name the required states, the brief is not ready yet.
Post-Deposit Message
Short text to send after the sprint deposit lands.
Kickoff message
Deposit received. To start the DocSafe setup sprint, send the priority workflow path, required approval states, final delivery target, and the tools and owners already involved. Build starts after that sprint brief is locked.
Commercial continuity
This keeps the implementation tied to the audit findings instead of reopening the entire project scope.
Back to Sprint Start