Start with the issue.
How a customer submits the business issue, jurisdiction, facts, timing and materials — and receives a route, missing facts and a recommended next action.
New customerOpen guide →
Demo Library · Example data only
See how ExpertDesk turns matters into reviewable workflows.
Short product guides explain Matter Check, Desk Review, Expert Review, Portal status and deliverable preparation — so a customer understands what to submit and what to expect before paid work begins.
Guides
Start with the workflow the customer needs to understand.
Controlled review before delivery.
How sources, workflow steps and review gates keep professional work structured before anything reaches the customer.
Paying customerStoryboard ready
When human review is required.
Why high-risk, sensitive or incomplete matters require professional review before a customer relies on the output.
High-risk matterStoryboard ready
Read status and next actions.
How to read matter status, timeline, Quality Gate, missing facts and deliverable readiness from the Portal.
Active customerOpen guide →
Prepare reviewable outputs.
How memo, report, checklist and PPT outputs are prepared with preflight checks before release.
Enterprise customerStoryboard ready
Which guide should a customer watch?
Demo routing| Customer situation | Recommended guide | What it explains |
|---|---|---|
| They are not sure how to start. | Matter Check intro | Facts, materials, route, missing facts and next action. |
| They ask what happens after scope confirmation. | Desk Review flow | Source status, workflow steps, review gate and customer-safe projection. |
| The matter is sensitive or high-risk. | Expert Review upgrade | Why human review may be required before reliance. |
| They already have an active matter. | Portal guide | Status, Quality Gate, missing facts and deliverable readiness. |
| They need a memo, report, checklist or PPT. | Deliverable Studio guide | Output selection, audience, outline, preflight and export state. |
Boundary
Demos explain the workflow without exposing private workpapers.
Customer-facing demos show Source status, Review status, Missing facts, Quality Gate state and Next actions. They do not show private workpapers, internal notes or confidential customer materials.
Use demos to make the workflow legible before paid work begins.
The first guide is ready for review. Other guides are storyboarded and will land as video embeds once each one passes human review.