Policies

Your professional responsibilities

• Have the right to upload it. Before uploading a client's document, make sure your engagement terms, confidentiality duties and professional rules allow it, and get the client's consent where they require it.
• Review before relying. AI-assisted output can be wrong. A qualified professional should check it before it is used in advice, a filing, or a transaction.
• Keep access to people who should have it. Invite only people entitled to see the documents in your workspace, and remove them when that changes.

Health records

We don't sign HIPAA Business Associate Agreements. Don't upload protected health information governed by HIPAA.

What you may not do

• Upload content you have no right to use, or that infringes someone else's rights.
• Use the Services for anything unlawful, fraudulent or deceptive.
• Use the Services in breach of US export controls or sanctions, including from a sanctioned country or on behalf of a sanctioned person.
• Upload child sexual abuse material. We report it to the authorities.
• Upload malware, or files built to exploit or disrupt our systems.
• Try to reach another customer's data, or test, probe or bypass our security without our written permission.
• Overload the Services, scrape them, or reverse-engineer them, except where the law allows it.
• Resell or share access to the Services without a written agreement with us.
• Use output to make decisions with legal or similarly significant effects on a person without meaningful human review.
• Harass, threaten or abuse anyone, including our staff.

Enforcement

If we find a breach of this policy, we may remove content, or suspend or end access, as the Terms describe. Where we can, we will tell you first and give you a chance to fix it.

Reporting a problem

To report misuse or a security issue, email support@clientsafeai.com.