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Security & responsible delivery
Trust begins
with specifics.
Your documents, policies and professional obligations shape the engagement. Agree how information will be handled and how outputs will be reviewed before work begins.
Before documents are shared
Define the arrangements.
01 / Access & transfer
The right people.
The agreed route.
Identify who needs access, the approved transfer method and any restrictions attached to the document set.
- Access and approval responsibilities
- Document transfer arrangements
- Confidentiality requirements
02 / Processing & storage
Understand where
the work happens.
Discuss your hosting, processing and procurement requirements so the proposed solution can be assessed against them.
- Hosting and processing locations
- Relevant providers and subprocessors
- Contractual and policy requirements
03 / Retention & handover
Plan the end
from the beginning.
Agree the required outputs, handover format and arrangements for retaining or deleting project information.
- Retention requirements
- Delivery and handover arrangements
- Deletion and return of information
This page describes topics to agree during scoping. The applicable technical and contractual arrangements depend on the service and are confirmed for the engagement.
Professional review
Keep judgment
in the workflow.
AI-generated material requires appropriate review. Define who checks the work, how exceptions are escalated and who approves the final output.
How should we raise procurement questions?
Email sales@ciceroai.net with your questionnaire or a brief outline of your requirements. Begin without confidential matter documents so the appropriate handling arrangements can be agreed.
Can we specify our review standards?
Yes. Bring your criteria, playbooks and required output format to the scoping discussion. We assess suitability and agree the checks and limits in the proposal.
Are the arrangements the same for every service?
No. Software use and managed engagements may involve different workflows. Confirm the applicable processing, storage, retention and review arrangements for the service you are considering.