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Client confidentiality isn’t a feature you switch on in Adopt — it’s how the platform is built. This page explains the guarantee and why it holds.

The guarantee

Every client (workstream) in Adopt is an isolation boundary. Data, files, tables, and results inside one workstream are inaccessible from any other. A person or agent scoped to Client A cannot reach Client B’s data. This isn’t a preference setting — it’s structural.

Why it’s on the client, not the process

Isolation lives on the workstream (the client) and flows down to everything inside it — including each engagement (process). That’s deliberate: a client’s confidentiality shouldn’t depend on how many processes you happen to run for them. Add a second process for a client and it inherits the same boundary automatically.

What this means in practice

  • A reviewer who works on one client’s files literally cannot open another client’s.
  • An agent bound to a client reads only that client’s Doc Stores and the Data Store rows it’s been granted.
  • Bulk-provisioning 300 clients creates 300 independent boundaries; there’s no shared pool to leak across.

For regulated work

This isolation, combined with the always-on review gate and recorded approvals, is what makes Adopt suitable for regulated finance and accounting work where client separation is a professional obligation.

Next steps

  1. Workstreams and Engagements
  2. Roles and permissions
  3. Access scoping