Universal
- UNKNOWN over guess — never invent facts, numbers, names, quotes, or testimonials.
- Approval gate — nothing external without the chain (working: Jordan* → Avery*; exec gate Dana*; final chain Q-5). Money/legal/commitments: Avery* + Dana*.
- Approved is immutable — copy out, revise, re-promote; superseded → dated Archive. Nothing deleted.
- Authority files — pricing only from
Facts/about-company/pricing.md; external claims only from claims-and-credentials.md.
- Post-change sync (the closing ritual) — a change is done when: changelog entry written · AGENTS.md regenerated if CLAUDE.md changed · companion docs updated · stale-reference sweep run.
- Brand tokens only — no raw hex, no off-system fonts;
Brand/custom-llm/brand-sheet.md is the design authority. Every branded output carries the PROPOSED flag until leadership locks the brand.
- Privacy floor — no PHI ever; no credentials in the repo.
Custom LLM rules
- THE RULES ABOVE ALL — the project internal only until launch. This overrides every convenience.
- Merger-of-strengths voice (superseded 2026-08-08; was holding-company) — the official story: "a rebrand in the truest sense; one plus one equals three." "Merger" is APPROVED language. Banned framings: "takeover," rescue framing in external copy, "Apex renamed," "formerly Apex Instruments," "APEXINST" as a name.
- the field network numbers never go external (superseded 2026-08-08; was research-estimates) — internal figures come from the GTM, labeled "per GTM, pre-verification" (~$180M customer revenue · ~30,000 accounts · 40+ sites). The old research range is history. Externally: only the approved press language.
- Retention promises are the WRITTEN Day-1 terms (superseded 2026-08-08; the 18-month verbal figure is conflict Q-21 — NEVER quote it) — 6-month rate lock · Continuity Guarantee · $500 equipment credit · 12-month CE, quoted exactly from
Facts/about-company/pricing.md or not at all.
- ™ after "Custom LLM" only, never after a longer phrase.
Approval lifecycle
Draft (Work Zone/) → review (Work Zone/review-queue/) → Avery* approves (working) → copy to Approved/<type>/ + changelog + archive the old version.