Firm knowledge source register
Client-safe, reviewable artifact language that supports a scoped AI evidence audit without exposing internal mechanics.
Professional services lane
Use firm knowledge without exposing client-specific or privileged material.
Professional services firms have useful internal methodology, proposal templates, delivery checklists, and onboarding playbooks stored near client-specific, privileged, HR, finance, and confidential material. AuditTrace helps separate approved firm knowledge from excluded sensitive context.
Buyer pain
What goes wrong without a source-boundary record.
- Firm methodology is useful, but client folders are not automatically safe AI context.
- Proposal templates may be approved while pricing approvals remain excluded.
- Client-specific and privileged material needs separate legal-controlled scope.
- The firm needs a reviewable record before expanding assistants across teams.
AuditTrace answer
Start with a scoped evidence-readiness artifact: approved source classes, excluded source classes, validation checks, human approval gates, and later-review triggers.
Deliverables
What this lane can produce.
Client/privilege exclusion list
Client-safe, reviewable artifact language that supports a scoped AI evidence audit without exposing internal mechanics.
Proposal and methodology validation
Client-safe, reviewable artifact language that supports a scoped AI evidence audit without exposing internal mechanics.
Human gates
Client-safe, reviewable artifact language that supports a scoped AI evidence audit without exposing internal mechanics.
Sensitive-source escalation path
Client-safe, reviewable artifact language that supports a scoped AI evidence audit without exposing internal mechanics.
Post-onboarding preservation plan
Client-safe, reviewable artifact language that supports a scoped AI evidence audit without exposing internal mechanics.
First step
Audit one workflow first.
The fastest way to make the work buyable is to review one workflow, one source boundary, one exclusion record, and one validation plan before expanding.
Safe intake prompt
Tell us the workflow, source classes the AI should use, source classes it must not use, business owner, final approver, and what you need to review later.