# Legal Reference Clearance Brief — Enterprise Case Study

**Prepared by:** Research Lead / Marketing Lead
**For:** Legal / Contracts Review
**Date:** 2026-04-21
**Reference:** GH#1405 — Ship 2–3 named enterprise case studies before Phase 30 GTM launch
**Timeline:** Clearance requested — 2–4 week process; start immediately

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## Purpose

Molecule AI is preparing enterprise case studies for Phase 30 GTM launch. This brief requests Legal review to determine what reference information can be used publicly, with what attribution, and under what constraints.

**This is a blocking dependency for GH#1405.** Legal clearance timelines (2–4 weeks) mean outreach must begin this week to close before Phase 30 GTM.

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## Request to Legal

Please advise on:

1. What reference information can be used publicly?
2. What attribution is approved (named company, anonymized role/industry, fully anonymous)?
3. Does the customer need to provide written approval, or does our contract govern reference rights?
4. Are there any industries or contract tiers where reference is prohibited or restricted?

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## Reference Candidate A — Data Engineering Team (AWS)

**This candidate is the preferred starting point** — the use case is already referenced (anonymously) in our sales materials, suggesting the customer may be open to expanded reference rights.

### Customer Profile
- **Anonymized name:** "A data engineering team at a US-based enterprise"
- **Industry:** Data / analytics (exact vertical on file with CS)
- **Contact role:** Data Engineering Lead (name on file with CS)

### What Was Deployed

| Component | Detail |
|-----------|--------|
| **Platform** | Molecule AI Remote Workspaces |
| **Backend** | AWS (customer-managed EC2/ECS compute) |
| **MCP stack** | MCP-compatible data tools (specific integrations on file) |
| **Agent count** | [TBD — request from CS] |
| **Auth model** | Org-scoped API keys |

### Use Case Summary

The team deployed autonomous pipeline agents that run on their own AWS account. Raw data never touches the Molecule AI platform — the platform handles orchestration and coordination; agent compute runs in the customer's AWS environment.

**Deployment model:** Remote Runtime (self-hosted compute, platform-managed orchestration)

### Outcome

> "A data engineering team is currently using this for a pipeline agent running in their own AWS account — raw data never touches the Molecule AI platform."
— Phase 30 Sales Enablement Materials

*[CS to confirm: Is this quote attributable or directional? Can we publish this verbatim or paraphrase?]*

### What We're Asking Legal to Approve

**Minimum viable clearance (anonymous):**
- Publish use case description (anonymized: "a data engineering team at a US enterprise")
- Describe deployment model (Remote Runtime on AWS)
- Reference outcome (data residency advantage)
- **Do not** include company name, contact name, or specific metrics

**Preferred clearance (named):**
- Named company + contact name + title
- Quote from contact (1–2 sentences)
- Specific outcome metric if available

**If named clearance fails:**
- Approve anonymized version above
- Proceed with publication; revisit named clearance in Q2

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## Reference Candidate B — Enterprise Platform Team (Governance)

*To be surfaced by CS from pipeline contacts — see enterprise-case-study-pipeline-targeting-brief.md*

| Field | Value |
|-------|-------|
| **Company** | [TBD — CS to identify from pipeline] |
| **Industry** | [TBD] |
| **Contact** | [TBD] |
| **Deployment** | [TBD] |
| **Use case** | Agent fleet governance, MCP plugin allowlists |
| **Outcome** | [TBD] |
| **Quote** | [TBD] |

**CS action:** Identify 1–2 Tier 1 candidates from pipeline targeting brief. Route to Legal for clearance within 5 business days.

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## Reference Candidate C — Financial Services (Competitive Displacement)

*Longer timeline — 6–8 weeks expected clearance. Start outreach now, plan for Q2 publication.*

Matches CrewAI's confirmed enterprise profile (IBM, PwC, RBC). Highest competitive narrative value. Lowest near-term clearance probability.

**CS action:** Identify any financial services or regulated enterprise contacts currently in active deployment (not pilot). Begin relationship-building for future case study.

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## Standard Contract Clause to Check

*[Legal to confirm whether the following applies to relevant contract tiers:]*

> **Reference Rights:** Customer agrees that Molecule AI may reference Customer's use of the Platform in marketing materials, including but not limited to: company name, contact name, use case description, and quoted statements. Molecule AI will obtain Customer's written approval before any public reference, which approval shall not be unreasonably withheld.

*If this clause exists in the AWS data engineering team's contract, named reference may already be contractually pre-approved — Legal to confirm.*

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## Publication Channels

Upon clearance, the approved content will be published to:
- Molecule AI website (case studies page)
- Phase 30 sales enablement materials (updated)
- GTM collateral (one-pager, competitive battlecard)
- LinkedIn / social (with customer approval for named attribution)

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## Timeline

| Week | Action |
|------|--------|
| **Week 1** | CS identifies Tier 1 candidates; sends initial outreach |
| **Week 1–2** | Legal reviews reference rights clause; confirms minimum clearance path |
| **Week 2–4** | Customer calls; draft brief submitted to Marketing |
| **Week 3–5** | Legal reviews final brief; approves publication format |
| **Week 4–6** | Brief published; Phase 30 GTM collateral updated |

**If named clearance fails:** Publish anonymized version at Week 4–5; revisit named at Q2.

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## Contact for This Request

- **Marketing Lead:** [on file — GH#1405 assignee]
- **Research Lead:** [this brief]
- **CS escalation:** [CS team lead — to be identified]

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*Legal review requested by: Marketing Lead (GH#1405 owner)*
*Reference issue: GH#1405 — Ship 2–3 named enterprise case studies before Phase 30 GTM launch*
