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Frequently asked questions

Do I need to be technical?

No. Everything is plain English, and every term is explained from the beginning. If you can use a word processor and a chatbot, you can do this.

Which AI tool do I need?

Any of the well-known ones: ChatGPT, Claude, Gemini or Copilot. The method works the same way with all of them.

Will this replace my judgement?

No, it protects it. AI drafts; you decide. The checks make the machine's guesses visible.

Is my client data safe?

Yes, if you follow the privacy steps. The method runs inside your own account, and we show you exactly how to redact before sharing.

How long does setup take?

An afternoon. After that, it is a few minutes per report.

What is the difference between the free and Pro editions?

Free gives you the method and the checklist. Pro adds fourteen ready-made rules, six checklists, three complete procedures and the privacy pack.

Do you offer set-up for teams?

Yes. We build the harness around your donors and your documents, inside your own account. Pricing is tailored, so just ask.

Can it run without the internet?

Yes. A local model runs entirely on your own computer, so nothing leaves your machine. It is more complex to set up, and we can do it for you.

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