What these workflows need
Retrievability, accountability, exportability, and a privacy posture that stands up in front of clients and internal stakeholders.
Guide
Legal and consulting workflows do need records. The question is how to maintain them without normalizing generic cloud exposure for every sensitive conversation.
Retrievability, accountability, exportability, and a privacy posture that stands up in front of clients and internal stakeholders.
The tool may work, but the operating model often conflicts with the expectations of sensitive client work.
Private capture, explicit sync choices, and a searchable record that is designed for recovery instead of generic sharing.
Related context