| Term | Also called | What it means |
|---|---|---|
| Customer | — | Your firm or organization using Adopt. |
| Workstream | Client (end-user) | One client of your firm; the isolation boundary for their data. |
| Engagement | Process | One process run for a client (R&D Tax Credit, Transfer Pricing, Close). Lives inside a workstream. |
| Run | — | A single execution of an engagement’s work. |
| Output | Prepared work | What a run produced; waits in the review queue until approved. |
| Doc Store | Files, Documents (end-user) | Where a client’s unstructured files live (File Explorer). |
| Data Store | Tables | Structured tables an agent can query. |
| Connector | — | A link to a source system (Google Drive, SharePoint, File Upload, S3). |
| File Sync | Sync | The process that copies files from a connected source into a Doc Store. |
| Agent | Task, Template (end-user) | The thing that prepares the work; carries instructions and skills. |
| Space | — | An isolated data bucket provisioned automatically when an agent is named. |
| Skill | Capability | Something an agent can do: read documents, query the Data Store, generate a workpaper, web search, fill tax forms. |
| Plugin | — | An added integration / tool extending an agent beyond built-in skills. |
| HITL | Human-in-the-loop, Review gate | The always-on checkpoint where output waits for human approval. |
| Review queue | — | Where prepared work waits for a reviewer. |
| Scope | — | How access is decided, along two axes: Workstream and Agent/Space. |
| Workstream-based scope | Row-level security (RLS) | Data Store scope where each client sees only its own rows. |
| Member | User | A person with an Adopt account and some client access. |
| BYOK | Bring your own key | Supplying your own model-provider credentials for model usage. |
| Quick setup | — | The fast, template-driven 3-step setup path. |
| Advanced setup | Full builder | The explicit 9-step setup path exposing every primitive. |
Reference
Glossary
Every Adopt term in one place, with the end-user word next to the platform word.
Adopt has two vocabularies — finance words on the end-user surface, platform words on the builder surface — for the same underlying objects. This table maps them.