Policy
Service Fulfillment Policy
How Northbridge Software LLC accepts, reviews, performs, and delivers fixed-scope services and custom software engagements.
1. Service requests
This Policy explains the request, purchase, qualification, and fulfillment pathways for Northbridge fixed-scope services, including the direct-purchase products Workflow Quick Scan, Workflow Review, Integration Readiness Assessment, Automation Blueprint, and Workflow Automation Prototype; the fit-confirmed Focused Automation Implementation and Internal Operations Starter System; and the Client Operations Portal. General delivery timelines, delivery methods, customer review, and defect-remediation support across engagements are governed by the Service Delivery Policy.
There are three purchasing paths: (1) direct card checkout for Workflow Quick Scan, Workflow Review, Integration Readiness Assessment, Automation Blueprint, and Workflow Automation Prototype, followed by the applicable intake; (2) written fit and scope confirmation before invoicing for Focused Automation Implementation and Internal Operations Starter System; and (3) the Client Operations Portal Start Project process, which records the selected payment option and policy acceptance. After successful Start Project submission, Northbridge creates the project and Invoice #1 and takes you directly to secure payment. A payment link is also emailed as a backup; you do not need to wait for that email. No charge is submitted on the Start Project form. Detailed intake unlocks only after trusted confirmation of the first milestone payment or full payment. Custom projects outside these packages use a separate proposal or agreement.
General Contact, Proposal, Consultation, fit-review, and Support forms do not collect payment or create a paid order, and do not guarantee acceptance or immediate scheduling. Product checkout and Client Operations Portal Start Project follow their published purchasing processes. No charge is submitted on the Start Project form. A delivery timeline begins only after the applicable payment, intake, access, and other stated prerequisites are satisfied. For a direct online purchase, the purchase is not confirmed until the payment provider confirms the transaction, and work does not begin until the selected product's stated prerequisites are satisfied. If a purchased request does not fit the published scope, Northbridge will follow the applicable cancellation and refund terms and may recommend a different product or custom proposal.
2. Required customer information
Fulfillment timelines begin only after Northbridge has received all information reasonably required to perform the selected service. This may include access to relevant systems, sample data, documentation, stakeholder availability, or written answers to intake questions.
Missing, inaccurate, or delayed customer information may pause or extend the expected delivery period for the engagement.
3. Workflow Quick Scan
The Workflow Quick Scan is a fixed-scope engagement priced at $49 one-time covering one existing workflow, one business objective, and up to two primary business tools. The deliverable is a concise written summary, normally one page, delivered by email.
The summary is delivered within 2 business days after payment is confirmed and complete intake information is received. Calls, technical investigation, production access, coding, configuration, deployment, and implementation planning are not included. It can be purchased through secure online card checkout, followed by the short Northbridge intake.
See the Workflow Quick Scan product page for full inclusions and exclusions.
4. Workflow Review
The Workflow Review is a fixed-scope engagement priced at $149 one-time covering one workflow. The deliverable is a concise written review report summarizing observations and recommendations for the workflow submitted for review.
The Workflow Review is typically delivered within three business days after Northbridge receives complete intake information. Implementation work is not included in the Workflow Review. It can be purchased through secure online card checkout, followed by the Northbridge intake process.
See the Workflow Review product page for full inclusions and exclusions.
5. Integration Readiness Assessment
The Integration Readiness Assessment is a fixed-scope professional assessment priced at $495 one-time for one defined integration objective involving up to four systems. The deliverable is a written assessment of connectivity options, access requirements, major constraints, risks, and a recommended implementation direction.
The Integration Readiness Assessment is delivered within 5 business days after the kickoff call and receipt of complete required information. Software development, system configuration, and production deployment are not included.
It can be purchased through secure online card checkout, followed by the Northbridge intake and kickoff process.
6. Automation Blueprint
The Automation Blueprint is a fixed-scope planning engagement priced at $995 one-time. The deliverable is a planning and recommendation document describing a proposed automation approach, sequencing, and considerations for a defined scope.
The Automation Blueprint is typically delivered within five to seven business days after kickoff and receipt of complete required information. Completed implementation of the recommended automation is not included in the Blueprint, and no specific implementation outcome is guaranteed by the planning deliverable itself.
It can be purchased through secure online card checkout, followed by the Northbridge intake and kickoff process.
See the Automation Blueprint product page for full inclusions and exclusions.
6A. Workflow Automation Prototype
The Workflow Automation Prototype is a standardized, fixed-scope engagement priced at $1,795 one-time. It delivers a functioning non-production prototype of one workflow, built with synthetic data and simulated integrations, together with a source-code package, setup notes, test results, a recorded walkthrough and production next-step recommendations. It is not a custom production implementation and does not require a pre-payment proposal or fit approval.
It is purchased through secure online card checkout. Detailed intake follows confirmed payment, and delivery is typically 7–10 business days after confirmed payment and complete intake. If the intake does not fit a supported workflow pattern or exceeds the published limits, Northbridge explains the mismatch before substantive work begins; the customer may proceed within scope, approve a separately quoted project, or request cancellation.
See the Workflow Automation Prototype product page for full inclusions and exclusions.
7. Custom software and implementation work
Focused Automation Implementation ($2,995) and Internal Operations Starter System ($4,995) require written fit and scope confirmation before invoicing. Broader custom software development, systems integrations, ongoing maintenance, and related professional services outside the published fixed scopes require a separate proposal, scope document, agreement, or statement of work.
For those engagements, timelines, milestones, pricing, dependencies, acceptance criteria, and deliverables are established separately for each project and are not governed by the fixed-scope terms above.
Client Operations Portal ($9,095 Pay in Full / $9,995 Milestone Plan)
The Client Operations Portal is a published fixed-scope implementation product priced at $9,095 when paid in full or $9,995 under the milestone payment plan (same scope). Unlike Focused Automation Implementation and Internal Operations Starter System, it uses the product-specific paid-start process described on its product page. The customer first reviews the published package and payment schedule, chooses the applicable payment structure, accepts the applicable terms, and completes the required initial or full payment. After confirmed payment, Northbridge provides access to the detailed project intake. Work begins after confirmed required payment, completed intake, and receipt of other information or access reasonably required for the first milestone. If paying by ACH, intake remains locked while the payment is Processing and opens only after trusted settlement confirmation. An accepted ACH submission is not confirmed payment. Card and bank account (ACH) payments are available through Northbridge’s secure NMI payment flow; ACH payments are currently undergoing controlled payment testing. Choosing ACH for one invoice does not authorize automatic debits for future milestones.
Delivery and payment follow six stages: Project Definition & Architecture ($1,995), Application Foundation ($1,850), Client Portal Implementation ($1,650), Staff Operations & Integrations ($1,800), Testing & Refinement ($1,400), and Deployment & Handoff ($1,300) — total $9,995. Under the milestone payment plan, Invoice #1 is for Milestone 1 at $1,995. Each subsequent milestone is separately invoiced only after the preceding milestone is delivered, any correction request is addressed, and the client confirms receipt and continuation. Work on the new milestone begins after its payment is confirmed and its prerequisites are satisfied. There are no automatic recurring charges. With full payment (one $9,095 invoice), all stages are shown as prepaid only after the full payment is confirmed, and a correction request still holds progression to the next milestone. Each milestone ends with a completion report and the option to Confirm Receipt & Continue or Request a Correction.
Submitting a requirement through the intake does not expand the published scope. If the intake materially exceeds that scope, Northbridge notifies the client before substantive out-of-scope work; the client may continue within the published scope, approve a separately quoted change, or request cancellation under the Refunds and Cancellations Policy. The price is never increased automatically.
8. Delivery
Deliverables are provided electronically, typically using the customer's supplied email address or another delivery method mutually agreed in writing. Northbridge does not commit to a specific third-party platform for delivery unless that platform is already supported by the engagement.
9. Customer review
Customers are encouraged to review delivered materials promptly and to contact Northbridge support with any questions or concerns about the deliverable. Applicable review, acceptance, and revision terms for a given engagement are those defined in the associated product page, proposal, or agreement.
10. Cancellations, refunds, and disputes
This policy does not create new refund or cancellation terms. Applicable refund, cancellation, and dispute requests are governed by the existing Northbridge policies listed below.
11. Support
For questions about this policy, an active engagement, or a delivered deliverable, contact Northbridge customer support at support@nbsoftware.net. Support inquiries are reviewed during normal United States business hours and responded to as promptly as reasonably possible.