How We Work
The Same Standard, Whether the Engagement Is a Dashboard or a Courtroom.
Analysis before build. Explicit approval gates, so nothing is built without a decision. Sourcing discipline: every figure traces to a document. Automated verification before every release, a versioned release log on every file, and a methodology statement as a standard deliverable.
Four Steps, Every Time
- 01
Listen
The people who make the decisions, the question they need answered, and what they will do with the answer.
- 02
Plan
Analysis before build. A written plan of what to measure and what to build, agreed at an approval gate before anything is built.
- 03
Build
One structured data set behind every deliverable, every figure traced to its source, and automated checks before every release.
- 04
Hand Over
A versioned deliverable with its release log, a methodology statement, and the training to own it.
What You Will Notice
The practices underneath the four steps, described by what they mean for you.
Analysis before build
We answer the question on paper first. The build starts when the plan is agreed, not before.
Approval gates
Nothing is built without a decision. You sign off on the plan, on the first release, and on every change of scope.
Sourcing discipline
Every figure traces to a document. Every inference is flagged as inference. A number without a source does not go on the page.
One data set
Every deliverable stands on one structured data object, so a chart, a table and a sentence never disagree.
Verification before release
Automated checks run on every file before it goes to you. What we hand over has been tested, not eyeballed.
Versioning and a release log
Every file carries a version and one line per release. You can always see what changed, when.
Late constraints, absorbed
When new material or a new rule arrives late, it is crosswalked into the existing work rather than rebuilt around.
One record per engagement
A single running record of decisions, dates and who was in the room, kept from the first call to the hand-over.
A methodology statement
A standard deliverable on every engagement: how the work was done, in writing, for anyone who has to trust it.
Data and AI
Your Data, and What Touches It.
Every engagement comes with a written data-handling policy. Named tools on enterprise zero-retention tiers; local processing for protected health information and privileged material; your consent before any tool touches your data; counsel sign-off before anything touches litigation material.
The policy itself comes with the engagement letter. This is the summary.
What You Own
Your Data, Your Deliverable.
You own your data, and you receive a perpetual license to everything we deliver. DataGoats keeps the frameworks, templates and code underneath, which is why the second dashboard is faster than the first. It is in every engagement letter.
Engagement termsBring Us the Question.
The first deliverable is a written answer, not a screen. Book a scoping call and we will tell you what it would take.