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Briefs and reference material for firms that hold regulated client data. Everything here is free and needs no account. The reference material is free; the guidance is what we sell.

Directory

// Briefs_and_Tools

Licensing briefBusiness Standard vs Business PremiumThe plan comparison a small firm actually faces, and where the security tooling sits.Firms under 300 seatsOpen → Free toolThe Clean RoomTokenize names and identifiers before you paste into an AI tool, then restore them after. Nothing is uploaded.CPA and tax · runs in your browserOpen → Service briefThe Fractional CISO ModelHow an outside security function is structured for a firm too small to hire one.All practicesOpen → Executive briefThe AI Acceptable Use PolicyWhat an acceptable use policy has to cover once staff are already using AI.All practicesOpen → DiagramHow a Governed Tenant Blocks or Logs Silent ExfiltrationA network view of where the boundary sits, what gets blocked at it, and the record both paths leave behind.All practicesOpen →

// Reference

ReferenceWhich Rules Apply to My FirmEach fact about a firm matched to the rule it triggers, with the citation it was read against.CPA, law, insurance, advisoryOpen → ReferenceThe Clocks That Start After a BreachThe notification deadlines that run at the same time after an incident, each with its trigger and its citation.All practicesOpen → ReferenceRegulatory GlossaryFifty-eight defined terms from the Safeguards Rule, section 7216, Circular 230, Regulation S-P, HIPAA, the Model Rules and Microsoft 365, each written from its primary source.All practicesOpen → MethodHow We Write PromptsThe five-part shape behind every instrument Claremont builds: scope, task, format, evidence rule, uncertainty rule.All practicesOpen →