Consulting

Your consultants use AI on client data. Your confidentiality clauses don't know it yet.

Safe-Doc is a cross-cutting layer: everyone keeps their AI, every engagement stays auditable. Pseudonymise before sending, restore locally, zero storage.

14 days on the Solo plan (1 seat), no credit card.
Cancel anytime - and since nothing is stored, you leave no data behind.

Consultants collaborating on a report
Consulting: secure client deliverables before any AI use.

Banning doesn't work. Leadership approved Copilot : your consultants also use personal ChatGPT on client deliverables under deadline.

The 3-step flow

01 · Pseudonymise

Engagement notes, client datarooms and slides: identifying data replaced before any AI-assisted analysis or drafting.

02 · Use your AI of choice

Each consultant keeps their preferred tool : ChatGPT, Claude, Gemini. Safe-Doc never sees the query.

03 · Restore

Reinject client data into the final deliverable. Traceability per engagement without retaining content.

Three freedoms

Tool freedom

Any AI: ChatGPT, Claude, Gemini, Copilot. No lock-in, no quota. Your subscription stays yours : always the best model of the moment.

Usage freedom

No workflow change, no training. Protection adds on; your teams change nothing. That's why people adopt it instead of bypassing it.

Vendor freedom

Zero storage. Nothing stays with us: nothing to audit elsewhere, nothing to recover if you leave, no dependency.

Contractual compliance and per-engagement audit

Cross-cutting layer compatible with all client confidentiality clauses: the nominative document never leaves in clear text, whatever the AI tool. Operation logs for internal audit.

Objection : "We have Copilot Enterprise, that's already secure."

Copilot protects your data at Microsoft, not your commitments to clients: the nominative document still leaves. Safe-Doc ensures it never leaves in clear text, whatever the tool.