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Smarter tools. Simpler life.
AI trust layer for independent professionals

Use AI.
Keep client trust.

Create a clear, client-ready record of which AI tools touch the work, which data stays protected, what a human verifies, and what still needs approval.

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AI CLIENT TRUST PASSPORT
18

Northstar Strategy Sprint

Prepared for client review before AI-assisted work begins.

Client data boundaryDefined
Human reviewRequired
Disclosure statusReady
Next review30 days
The crowded market

Freelance CRMs already manage proposals, invoices, time and portals. Rebuilding that is expensive and undifferentiated.

The open gap

Freelancers need a lightweight trust record between their AI tools, client data and final deliverable.

The recurring reason

Tools, terms, client rules and regulatory guidance change. A static template ages quickly.

Interactive MVP

Create one client passport in under five minutes.

This is an operational decision record, not legal advice or a certification. It helps you ask the right questions before client data reaches an AI tool.

AI Client Trust Passport Builder

1. Engagement

Name the work and the person who will own the final decision.

2. AI use

Select every use that may appear in this engagement.

3. Data boundary

Select the most sensitive data that could enter the workflow.

4. Controls

Mark only controls that are already true for this engagement.

AI CLIENT TRUST PASSPORT

Client-facing disclosure

Data boundary

Human control

Evidence to keep

    This passport is an operational record, not legal advice, a compliance certificate or a guarantee. Review client contracts, tool terms and applicable law.

    Subscription model

    A living trust system, not a frozen template.

    The free builder creates one passport. Membership adds repeatable client records, updated tool notes and monthly guidance.

    Monthly

    $19 / month
    • Unlimited browser-local passports
    • Monthly AI tool trust notes
    • Disclosure and approval template updates
    • Client data decision matrix
    • Cancel anytime
    Choose monthly
    2 months free

    Annual

    $190 / year
    • Everything in Monthly
    • Quarterly AI workflow review pack
    • Priority access to new controls
    • Version archive for client evidence
    • Founding member price lock
    Choose annual
    Market position

    It sits above the tools you already use.

    Not a CRMKeep Bonsai, HoneyBook, Moxie or your spreadsheet.
    Not legal adviceTurn uncertainty into questions, controls and evidence.
    Not AI detectionDocument responsible use instead of pretending AI was absent.
    Not enterprise GRCDesigned for one-person service businesses and small studios.