Listen before proposing
Begin with the practice context: who is involved, what a normal day requires and where attention is being pulled away.
Map moments that matter
Identify hand-offs, repeated work and information gaps worth understanding more clearly.
Explore only what is relevant
A later demonstration should be shaped by real questions—not by a generic feature tour.
What we will not do
No generic presentation
Different practice types, teams and workflows need different questions.
No sensitive-data request
The initial conversation stays at a high-level workflow and practice-context level.