Briefs and source materials
Review outside instructions before they can steer research, drafting, recommendations or project setup.
Document security for client work
Scan client documents before they enter AI-assisted work.
Briefs, contracts and deliverables can shape an engagement from the moment they enter project context. SourceReady is designed to give outside client files a consistent pre-use review.
Product coming soon- OutsideClient document
- SourceReady scanReview before use
- After reviewClient project
The client-work problem
Trusted relationships do not make every file safe to ingest.
Client documents may arrive through email, shared drives, portals or third parties. They can contain instruction-like text, sensitive-information patterns or document features that deserve review before AI-assisted drafting or analysis.
A consistent intake boundary protects the working process without treating the client or document as the problem.
See the supported scan areasConsistent handling
Apply the same checkpoint across the engagement.
The document type may change, but the decision about what enters project context should remain visible.
Sensitive-information patterns
Use supported findings to notice material that may need different handling before AI-assisted work begins.
Revised deliverables
Treat a changed or newly returned file as a new intake decision rather than relying on an earlier scan.
A safer client workflow
Put document admission before project use.
Make the checkpoint part of the handoff whenever external files enter AI-assisted work.
- 1Receive the client or third-party document.
- 2Confirm the project purpose and handling expectations.
- 3Scan the file before adding it to the AI project.
- 4Review supported findings and coverage.
- 5Resolve questions with the appropriate human owner.
- 6Add only the reviewed version to the project.
SourceReady supports document review; it does not grant permission to use client material with an AI service. Contractual, confidentiality and data-handling requirements still apply.
Before client work
Keep authority, privacy and scan findings in view.
A document-security check is one part of responsible client handling, not a substitute for the engagement’s rules.
- Confirm that the document is authorised for the intended AI-assisted use.
- Scan the exact version before it enters project context.
- Review findings without copying document content into support emails.
- Check coverage and resolve anything that needs attention.
- Re-scan material when the client or document changes.
SourceReady is coming soon and the product remains separate from this website. Do not send client documents, credentials or sensitive project content to the website contact address.
Related resources
Before the project
Make outside client files a deliberate intake decision.
Scan, review and decide what enters AI-assisted client work before the document begins shaping the project.