The evaluation

For the firm's decision makers, starting with the security owner who can veto it. See it first on the synthetic demonstration, which touches no firm data; the Connect security review reaches them before the setup call. The rest runs on the firm's own tenant and its own work.

What the setup call covers

Step	What happens
Terms	The Connect Evaluation Agreement is signed: twenty-one days, no fee, no automatic renewal or conversion, and the firm owns its data throughout. The price is stated in writing before the evaluation begins. Client data flows from day one, so contract terms do too.
Microsoft	One consent from the tenant administrator, with Proxara Connect for IT in hand. Every read carries the signed-in employee's own credential.
The other systems	Karbon, the document store, a CRM where the firm runs one, and a tax system where a supported capability exists. Each is its own approval.
The assistant and the people	An administrator adds the firm's connector address in Claude, ChatGPT, Copilot or Gemini. The firm chooses who takes part and which kinds of work to switch on.

Each employee signs in with their own account, from inside the assistant, the first time they ask for something the firm's systems hold. The connection goes live once one has signed in and one real read has succeeded.

Twenty-one days of real work

The window starts at the first connected request and needs no tending. What a reviewer should see:

• an unavailable source produces an honest partial answer naming what is missing, not a confident wrong one;
• a confirm on client sends, filings and payments, and on nothing routine;
• at least one piece of work ending as repair required, then repairing only the half that failed.

The pack, and the decision

On the last day the firm receives a pack from its own record: what ran, how it ended, what was released and to which processor. Counts and categories, never client content.

Then three honest outcomes: a purchase by Order Form with the environment and record continuing unchanged, a no with the reasons stated, or a written list of what was missing.

If the firm stops, the closing run stops every live authority and waits until every signed record is durably stored. Ending access has the sequence.

Next: Going live, or the console for what leaders watch during the window.