Security
Security Built for Client Work
Client trust starts with clear boundaries. Keep engagements separate, limit access to the work in scope, and put people in control of what is shared and what goes live.
- Clean Client Environments
- Clean Data Rooms
- Read-Only Access
- Sourced Findings
- Human Approval
- Planned Handover
Clean by Design
Clean Client Environments
Keep each client’s data and work in a separate environment, with access assigned to the engagement team.
Learn moreClean Data Rooms
Analyze sensitive data from multiple parties under agreed rules for access, review and release.
Learn moreEthical Walls
Restrict access between teams serving competing clients, so each team works only with the information it is authorized to see.
A Clear Record of the Work
Review recorded activity, including access, changes and approvals. Keep the sources and review history with the work, so your team can explain how a finding or decision was reached.
Request a demo- DW
Dana Whitfield approved Shadow launch
Discovery agent read ERP history · read only
- JR
J. Reyes shared Finding 1 · with the client
- MK
M. Kline opened Interview 6
- AV
A. Vale staffed Interview analyst · partner approval
People Stay in Charge
- Assign people to supervise agents and review their work
- Changes move from shadow to supervised to live, each step approved by the client
- Decide who can see, build, approve and publish, across the firm and on each engagement
Approve a 12% discount
- Inside the policy band of 10 to 15%Pricing policy
- 38 similar deals closed between 11 and 13%
Deal history - Renewal risk raised by the account team
Account notes
Access That Ends
- Client guests see only the items shared with them
- Set access periods around the dates agreed for the engagement
- Agree what the client receives at handover and how retained data is handled
| Guest | Findings | Results | Launches |
|---|---|---|---|
| Dana WhitfieldAP lead | |||
| Tom AshcroftCFO | |||
| Priya NairIT |
Bring Your Security Team
Walk through your requirements with us: data access, hosting, model providers, retention and handover. We’ll discuss the proposed setup before you connect client data.