Client files stay out
Anonymization doesn't lift professional secrecy. So for regulated professions, client files are excluded — we only license your firm's internal know-how.
What qualifies
- Templates, model clauses and checklists
- Internal procedures and manuals
- Training material and knowledge bases
- Internal discussion without client matter content
- Non-client operational data, such as internal policies and scheduling
Excluded
- Client files and matters
- Client correspondence
- Client administrations and books
- Patient records
Client data is never eligible — not even with the client's consent. Billing, time entries and anything that identifies a client stay out too.
Export it yourself
We never need access to your mailboxes or practice software. Export the template library you choose to an encrypted workspace; we see nothing else. You review the complete dataset before release; we pre-filter it.
Built around your professional rules
- Belgium — art. 352 Criminal Code (formerly art. 458), ITAA deontology, avocats.be and OVB codes
- Netherlands — Advocatenwet, VGBA for accountants
- France — art. 226-13 Code pénal
Note for your ethics referent
A one-page note for your bâtonnier, ITAA contact or ethics referent:
- Scope
- Only internal know-how selected by the firm: templates, model clauses, checklists, internal procedures. No client files, correspondence or matter content.
- Method
- The firm exports the selected material itself. grokked has no access to the firm's mailboxes, document management or practice software.
- Review
- The firm reviews the complete de-identified dataset and can veto any document before release.
- Buyers
- Licensed for AI training and evaluation only. No re-identification, resale or verbatim reproduction.
- Professional secrecy
- No information covered by professional secrecy is disclosed. Anonymization is not relied on to lift secrecy — secret material is simply excluded.