Getting started
This page is the shortest product-level path from account access to a working project.
Before you begin
You need:
- access to the web application
- documents or notes you can upload into a project
- a clear SR&ED work item or prompt to analyze
First-run path
1. Create an account or sign in
Use the authentication flow that matches your situation:
- new account: registration flow
- returning account: login flow
- Google sign-in if your environment exposes it
The application also supports email verification and password-reset flows when needed.
2. Create a project
Open the projects area and create a new project with:
- a project name
- a fiscal year
- an optional description
Projects are the top-level container for sessions, files, billing context, and integrations.
3. Upload files and wait for indexing
Upload evidence or working documents to the project. The platform uses a direct-upload flow and then indexes the files for later run context.
Only files that reach READY state should be treated as valid run context.
4. Create a session and run a workflow
Create a session for the work you want to perform, then submit the first run. The supported backend run families currently include:
PRECHECKT661LOGBOOK
The frontend may present these through broader product labels, but the execution path maps into those supported run types.
5. Review the output
The workspace keeps the run loop in one place:
- selected context and file status
- conversation history
- latest artifact or structured result
From there, you can refine prompts, change selected context, or move into billing and expert review flows if needed.