Controlled-Access Material
Counterparty source material is held in a controlled-access store separate from the working drives. Practitioners draw the minimum set needed for the matter in front of them; copies are not made to personal workstations. At end of day, working copies are reconciled back into the controlled store, and any deviation is reported to the secretariat.
- ›Written intake brief signed by the client
- ›Conflicts screen and independence check
- ›Defined deliverable list and retention envelope
Separate Store
Source material isolated from working drives and personal devices.
Minimum Draw
Practitioners take only the records required for the current task.
End-of-Day Reconcile
Working copies reconciled and returned to the controlled store nightly.
Deviation Report
Any reconciliation gap is reported to the secretariat the same day.

