Confidentiality
Workflow facts in. Client material out.
You are bound by duties of confidentiality and privilege, and by professional-negligence exposure. Everything here is built so an engagement is something you can defend to your own clients and your regulator.
What I work from
- Sanitised workflow facts: the steps, frequency, handling time, and approvals.
- Which existing tools already touch the task.
- Where a human must stay in the loop.
What I never need
- Client or matter names, raw emails, or matter files.
- Privileged material or any confidential document.
- Live access to your practice-management or accounting systems.
The boundary, in plain terms
No client information goes into public AI tools. Confidential, sensitive or privileged client information is never entered into public chatbots or consumer AI products. Any tool considered in a recommendation is assessed for how it handles and stores data.
Professional judgment stays yours.AI organises, researches, drafts and flags. It cannot reason, understand, or advise, and it is never presented as a substitute for a practitioner’s own assessment. The legal, tax, accounting and client-facing calls remain with your people.
The discovery call is recorded, with your consent. The 45-minute Assessment discovery is recorded so I can analyse the workflow accurately. You are told before recording, and the recording is handled under the privacy policy.
No live-system mutation. Nothing touches a production system. Any future build that would require access is scoped, quoted and approved separately.
This reflects current Australian professional-conduct guidance, including the Legal Practice Board of WA and TPB expectations, as at July 2026. It is how I work - not legal advice to your firm.
Private · 15 minutes · no report, no hard pitch