Solo Client Data and Trust Practice

Who it is for

Solo practitioners who handle client information and use AI.

What it covers

• What you put in
• Terms and settings
• What you have promised
• Telling clients
• Slips and clean-up

What you get

You'll see a reading on screen the moment you finish. Then a designed report arrives by email. It names your strongest and lowest areas and shows the reasoning behind each reading, so you can check it against what you know about the work. Plain language throughout.

Individual use only. This tool reads your own practice, so it has no group report. Self-report shows what you believe you do. It can't measure skill directly, so use the result as a prompt for reflection.

Limits. The items are original and scored by fixed rules. They suit development and reflection. They don't diagnose anyone. Use the result as a start, then talk it through with someone who knows the work. Read the full note.