People stay accountable
AI should operate within agreed boundaries. Important commitments, sensitive decisions and exceptions need an accountable person. We scope approval and escalation alongside functionality.
A practical approach to permissions, information and human control. These are our principles, not a certification or a substitute for a project-specific review.
AI should operate within agreed boundaries. Important commitments, sensitive decisions and exceptions need an accountable person. We scope approval and escalation alongside functionality.
The starting principle is minimum necessary access. Client workspaces, when introduced, must enforce organization and project permissions on the server, not merely hide interface controls.
This public site does not accept private document uploads. Future document workflows require private storage, controlled access and explicit decisions about whether an AI provider may process the information.
AI projects should document the selected provider, model, data sources, retention arrangements and customer permissions. Do not assume all tools handle information in the same way.
We do not claim certifications, universal compliance or perfect AI accuracy. Project-specific security and legal obligations need appropriately qualified review.
Inquiry and shared assessment records are not publicly readable. The opportunity tool does not call an external AI model; it uses rules based on your answers. Do not include passwords or confidential client information in inquiry fields.