For partners and clientsWritten for firms and the clients they serve.
Trust and privacyBuilt so your clients can say yes.
Great decisions need data people can trust. Clients trust you with their strategy and their people’s data, and these commitments make that trust easy to give.
What we guarantee.
- 1
Each client sees only their own work
Firms are separated from one another, and so are clients. Nobody sees another client’s engagement, and no firm sees another firm’s data.
- 2
You decide what clients see
Every page, chart, and report has a visibility setting. Nothing reaches a client until someone at your firm shares it.
- 3
People control their own data
Consent is recorded before anyone takes part. People can download, correct, or erase their own data without filing a request.
- 4
People approve what AI drafts
AI can draft a report or a plan. A person reviews it and decides whether to publish. AI never promotes, moves, or lets anyone go.
- 5
There is a record of every action
Activity is logged and kept under a retention policy you set, so “who changed this, and when?” always has an answer.
- 6
Decisions can’t be quietly changed
Each judgment is signed and versioned when it is committed. If anything is altered afterwards, it shows.
Rules first. Then the leader. AI last.
Three layers, in the order they run. Client data is never used to train outside AI models.
- Rules first
The math runs before AI touches anything.
Scores and judgments come from fixed, auditable rules. Run them again on the same evidence and you get the same answer.
- Then the leader
A person makes the call.
The result shows where support is needed. The consultant and the client’s leaders read the context and decide what to do.
- AI last
AI helps, and never decides.
AI drafts plans, reports, and summaries after the numbers and the decisions are on the table. A person approves anything it writes before a client sees it.
The records behind the commitments.
Logs and activity
See who did what, and when, and keep it for as long as your policy says.
Privacy requests
Handle access and erasure requests with a record of every step.
Users and roles
Give each person the capabilities their job needs, and nothing more.
Privacy center
Download, correct, or erase your own data without filing a request.
Have a security or privacy question?
Send it to us. A person reads it and answers.
Questions about privacy, security, or partnership. A person answers.