Start with the minimum data needed
The Complimentary Adoption Snapshot uses metadata only: active users, frequency, feature usage, cohorts, and movement. It does not require prompt text.
A Prompt Coaching Assessment requires separately scoped access to prompt text. That access is only requested when the firm wants coaching-quality findings, and only after the firm approves the fields, recipients, and processing path.
The process
Scope. We document the required fields, approved subprocessors, storage and processing locations, authorized people, retention period, and deletion event.
Transfer. The firm uses the secure transfer method named in the engagement documentation. Usage exports and prompt data are not sent through ordinary email.
Process. The written scope identifies each processing service and configuration. If zero data retention is required, the engagement documentation names the service, the approved configuration, and the basis for that representation. We do not use one firm's data to train models or benchmark another firm without written consent.
Report. Reports are distributed under the access rules agreed with the firm. Firm-level reporting is de-identified unless the engagement documentation states otherwise.
Delete or return. Source data and working files are retained for the agreed period, then deleted or returned. The engagement documentation states the deletion method and whether written verification will be provided.
Ownership, access, and individual reports
Individual reports are coaching instruments, not legal-quality determinations or employment-performance evaluations. Before prompt-level work begins, the engagement documentation addresses:
- Whether the firm may obtain an individual's report and who may receive identifiable information
- Whether a lawyer may object to prompt processing or individual reporting
- Ownership of source data, reports, and engagement work product
- Retention periods for source data, working files, and final reports
- The firm's privilege and confidentiality expectations
Security details provided during diligence
The security materials supplied during sales or scoping can identify the controls that apply to the proposed engagement, including:
- Named subprocessors and their role in the data flow
- Storage and processing locations
- Access controls and the people authorized to handle the data
- Incident response and notification terms
- Retention, deletion, and deletion-verification procedures
- The precise service configuration behind any zero-data-retention representation
The engagement agreement and approved security documentation control. This page does not replace either one.
What the work does not require
- Access to the firm's document management system for a standard adoption analysis
- A copy of client documents
- Installing software on lawyer devices
- Using firm data to train a public model
- Combining one firm's identifiable data with another firm's reports
Website contacts
This website does not contain a direct upload form. The qualification form prepares a message in the visitor's own email app; it does not accept files or confidential data. Scheduling and email providers handle the information entered into their services under their own terms.
Questions can be sent to robbie.allen@automated.co. Do not include confidential data in the message.
Last updated August 24, 2026.