Find the rules your business runs on before they bite

When you set up Squad, it lists the rules that usually apply to a business like yours — law, platform policies, payments, data — as assumptions you confirm or reject. Once you confirm a rule, it becomes part of every plan: actions that would break it are held or refused before they happen, with the reason.

What is a hidden rule?

Every business runs on rules that nobody wrote down. Some come from the law, some from the platforms you sell on, some from how payments or data work. They usually surface only when something goes wrong: a message that isn’t delivered, a deposit that disappears, a customer who complains they never agreed to be contacted.

Three examples from the pilot scenarios (simulated certification businesses, not customers):

• Card deposit holds expire. A rental business that holds a deposit on a card can’t count on that hold lasting until the event weeks later.
• WhatsApp’s 24-hour reply window. An online store answering sizing questions on WhatsApp had to plan around the platform’s customer-service reply window.
• Consent before every remote session. A tech support desk needed the customer’s consent each time it connected to a device, not just once.

None of these were in the owners’ descriptions of their businesses. All of them changed the plan.

What do you need before you start?

• A short description of your company. Name and website, plus a few lines or a PDF.
• Your documents, if your policies live in Google Workspace or your file bank.
• The channels you use, such as WhatsApp, so platform rules can be raised.
• Time to read carefully. This step is quick, but it is worth doing properly.

How does it work, step by step?

1. Describe the company. Sign in with Google and give Squad your company name, website and a few lines or a PDF.
2. Check the company card. Squad summarizes what you sell, to whom and how you make money. Correct anything that’s wrong; the rules depend on it.
3. Go through the hidden rules. Each one is raised as an assumption. Confirm it, correct it, or reject it if it doesn’t apply.
4. Add your own. “We never discount bridal wear.” “No customer messages before 9 a.m.” Rules only you know count just as much.
5. Let the rules guard the work. From now on, the feasibility check parks initiatives that conflict with a confirmed rule, and individual actions that would break one are held or refused.

For deeper work, you can add a Compliance Auditor or a Data Privacy Officer to your team. They review plans, messages and documents against your confirmed rules and raise anything that looks off — as questions for you, not verdicts.

What happens when an action would break a rule?

It doesn’t go out. You see the action, the rule it would break, and what the team suggests instead. If a whole initiative depends on breaking a rule — for example, messaging customers who never gave consent — it is parked before work starts, with the reason.

If you think the rule is wrong, change the rule, not the action. That keeps the decision visible in one place.

What stays in your hands?

Which rules are true for your business. Squad suggests; you confirm. A rule you reject is not enforced, and a rule you add is. Every confirmation is part of your decision history, so you can see later what was agreed and when.

Where it stops

• Not legal advice. Squad is not a law firm. It raises rules that usually apply as assumptions; review the important ones with your lawyer.
• Not a complete list. The rules Squad raises are a starting point. Your lawyer, your accountant and your own experience will add more.
• Only what it can see. Squad can’t know about a contract clause it hasn’t read. Add your contracts to the file bank so rules from them can be raised too.

Learn more on the legal solution page, or see how Squad works from the first description to the first receipt.