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Written the way we build: specific, source-minded, and honest about limits. No keyword filler, no vendor fog. More notes as the work earns them.
Note one
The honest evaluation questions, whichever way you go: who does the typing, where each number comes from, what gets stamped, and what a calculator alone is actually worth.
Note two
The questions a firm should be able to answer before AI touches a client file: processing, residency, retention, training use, disclosure, and supervision. With the Zhang v. Chen lesson stated exactly.
Note three
Storage, processing, backups, and sub-processors are four different facts. Five follow-up questions that make a vendor’s real answer appear, and our own answers held to the same standard.
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