Client Reports
Client Reports is an AI platform for automating client report generation using uploaded documents, tailored for professional service firms.
Independent assessment across data handling, compliance, security and transparency.
Risk factors
3- Trains on uploaded documents by default with unclear opt-out options
- Cloud-based service with potential data exposure
- Limited enterprise controls for data privacy
Recommendations
4- Require DPA before use with any client confidential documents
- Verify data is not used for model training
- Confirm SOC 2 Type II certification before enterprise adoption
- Restrict to non-sensitive documents until compliance posture is verified
Data handling
- Storage
- Uploaded documents stored on cloud for report generation
- Retention
- Unknown; professional services context implies longer retention
- Training on inputs
- Unknown; uploaded documents may be used to improve AI models
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