1. Fit and boundary
Confirm the firm, intended outcome, authorized representative, excluded information, schedule, retention, and written engagement.
Five stagesDay 0 Day 1 Day 2 Days 3–4 Day 5 Within 14 days
From bounded intake to portable handover.
2. Structured intake
Capture purpose, roles, data classes, forbidden uses, integrations, residency, recovery targets, budget, and exit needs.
3. Questions and approval
Consequential unknowns return as explicit questions. Contradictions, secrets, and forbidden conditions block compilation.
4. Deterministic render
The approved Covenant is compiled into a Manifest and rendered into the minimum Estate Deed and review pack.
5. Handover
The firm receives artifacts, identities, assumptions, risks, open questions, custody map, recovery path, and exit instructions.
Correction and close
One factual-correction round is included. Export and deletion obligations follow the written engagement.
Four possible outcomes
The system is allowed to refuse completion.
| Complete | Required facts pass policy and schema checks; the package can be rendered. |
|---|---|
| Questions required | A consequential fact is missing and no safe default is authorized. |
| Blocked | A forbidden use, contradiction, secret, or unsafe condition prevents completion. |
| Invalid | The intake does not satisfy the versioned data contract. |
Authority boundary
Who decides what.
- The firm owns its intentions, approvals, information, final acceptance, and future provider choices.
- UBOS owns delivery quality, honest labeling, deterministic processing, receipts, and the support boundary.
- The compiler enforces the approved schema and policy bundle; it has no deployment or purchasing authority.
- AI assistants may explain or help draft, but remain replaceable and outside authoritative compilation.
- Future providers remain unselected and unverified until a separately authorized deployment court.
The result
A future operator should understand the first hour without calling the founder.
The package is designed as a transferable operating record, not a presentation that only makes sense during a sales meeting.