Profile builder—
Select management systems in scope. Controls which sections, tools, and reports are relevant for this client.
Extended standards (auto-included with scope above)
Complete these if 27701 is in scope. Determines privacy cluster and coupling analysis.
Complete if 42001 is in scope.
Override default scenario parameters for this client (leave blank for defaults)
Your initial observations from discovery call, document review, and first impressions of their security/privacy/AI posture.
Key findings from reviewing client's existing policies, risk registers, audit reports, privacy notices, AI governance docs.
Per-meeting notes with dates. Click + to add a session entry.
Evolving findings log — updated as the engagement progresses. These feed directly into report generation.
Profile summary—
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