Step 1
Review your personal account
Open the authenticated user-profile page and review the identity, sign-in, and security controls the authentication provider makes available for the account.
Open account settingsQuick Start
Follow the implemented account, search, saved-work, calendar, and Max AI paths without relying on features that are not currently live.
Plan and source basics
Professional and Max each publish one user seat. Professional includes five opportunity searches per day; Max includes 500. Standard search covers federal opportunities from SAM.gov with daily updates. State and local coverage is scoped separately through Workflow Automation.
Step 2
Enter organization details
Add the business and contact fields used by the organization-profile and capability-statement workflows. Do not treat selected certifications or registration identifiers as independently verified by the software.
Open organization settingsStep 3
Search federal opportunities
Search SAM.gov opportunity data updated daily. Start with keywords, NAICS, agency, set-aside, place-of-performance, notice-type, or date filters that are visible in the current form.
Open opportunity searchStep 4
Save reviewed work
Save useful opportunities, or save reusable search criteria and enable available notifications. Professional includes five saved searches; plan limits are enforced in the application.
Open saved opportunitiesStep 5
Organize dates
Use eligible saved-opportunity response dates and custom events in the calendar. Custom events support email reminder presets, and eligible opportunity deadlines can sync to Google Calendar.
Open the calendarStep 6
Prepare a working draft on Max
Provide solicitation documents as context, ask for candidate requirements or draft content, verify every material statement against the source, and export a Word document for external review.
Open the Max Bid AssistantBefore acting on an opportunity
- • Open SAM.gov and confirm the current notice, attachments, amendments, dates, and submission instructions.
- • Verify registration, eligibility, certification, licensing, security, and other requirements with authoritative sources.
- • Treat saved-search alerts and calendar reminders as aids, not delivery or deadline guarantees.
- • Treat AI output as working content that can omit, misread, or invent details.