Trust Centre

Confidentiality and Document Handling

Initial website enquiries should provide enough context for triage without uploading or disclosing highly confidential records. Detailed document review should occur only after scope, confidentiality and handling expectations are agreed.

Initial enquiry standard

Share the business issue, role, market, concern and preferred next step. Avoid sending sensitive client files, employee records, credentials, contracts or proprietary datasets at intake stage.

Engagement-stage handling

Where documents are needed, the engagement should define scope, access, retention expectations, permitted reviewers, confidentiality treatment and evidence outputs.

Practical safeguards

Request discussion