An approved environment.
Agree where documents, calculations and AI processing run, including the services allowed to handle them.
Data protection
Models, documents and deal information deserve clear boundaries. We agree where your data lives, who can use it and how AI may work with it.
Defined for your deployment. Validated before use.Agree where documents, calculations and AI processing run, including the services allowed to handle them.
Define who can view, edit, export and approve work, with clear responsibilities for administrators and support.
Specify which sources AI may consult and where processing happens. Any client-specific training needs a separate, approved scope.
Set retention, deletion and handover arrangements for documents, conversations, reports, logs, backups and any approved training artifacts.
Keep decisions and material model changes with your team, with review and approval responsibilities agreed in advance.
Agree acceptance checks for access, processing and continuity. Review the evidence and any limitations before rollout.
Bring your deployment policy, access needs and approval process.