Security and data boundaries

Start with less data, not more access.

The safest field is the one we never collect. Every engagement begins by reducing the input to what the agreed deliverable actually needs.

01

Public inquiry

Business contact details and a general workflow description only. No credentials, contracts, invoices, bank data, tax data, customer records, or confidential operational files.

02

Delivery scope

Any data exchange, access method, retention period, deletion rule, and accepted fields are written down before delivery. If the safe boundary cannot support the work, we decline the engagement.

03

Human authority

No autonomous commitments to customers, unrestricted inbox access, forced portal migration, or claim that reminders alone change behavior.

Published control baseline

Controls a buyer can verify before sharing data.

AreaPublished controlBuyer evidence
PurposeOne written purpose and one agreed deliverableScope and acceptance criteria
Minimizationnormalized project, task, and dependency CSVs using only the agreed fieldsApproved field dictionary
Input qualityUnknown and malformed values are rejected without inferenceReject log and correction history
AuthorityNo consequential operational action in the published planResponsibility matrix
RetentionA written retention and deletion rule before deliveryEngagement scope and final output
PortabilityBuyer receives a workbook or tabular output it can retainFinal onboarding dependency control pack

Website providers

What runs this public website.

This describes the website, not a client delivery environment.

Cloudflare
Hosting, traffic protection, and privacy-conscious aggregate web analytics.
Microsoft Clarity
Optional session analytics after consent. Inquiry fields are masked.
Retention
Inquiry records are deleted within 12 months unless a business relationship or legal duty requires otherwise.

A useful first conversation

Ask a security question before sharing anything.

Describe it in general terms. We will tell you which plan fits, what we would need, and where we would draw the line.