Build

Integration Pilot

The Integration Pilot is a fixed-price, 30-day build for one workflow approved by the AI Signal Audit. WalterSignal connects the system to the tools your professional services firm already uses, such as HubSpot, Clio, Airtable, Google Workspace, Microsoft 365, or a vertical CRM.

Every pilot has a named owner, a production deliverable, and a measurable success criterion before work begins.

Scope from the audit

The pilot only starts after the Signal Audit names the workflow, owner, data source, success metric, and exit condition.

Build inside the stack

The system connects to the buyer's CRM, documents, forms, messages, or reporting surface. A browser-only prototype is not the deliverable.

Measure after launch

Success criteria are logged for 30 days after the system is live, then the buyer can self-operate or move into Managed System.

Supported surfaces

Narrow scope on purpose.

If the buyer's stack is outside the approved list, the engagement is declined or scoped separately at a non-standard rate.

HubSpotSalesforce SMBAirtableClioMyCasePracticeSuiteGoogle WorkspaceMicrosoft 365SlackTwilioOpenAIAnthropic