Only the tools listed on the portal home page are approved for firm use. Each tool's guide explains what it may and may not be used for. If a tool you want to use is not listed, do not use it for client work — check the AI policy and raise it with your office's AI lead.
Yes — the document library is an internal firm system, and uploads stay within the firm. Standard confidentiality rules still apply: use the sharing controls to restrict sensitive documents to the right group, and follow the AI policy's guidance on client data.
Editing portal content (news, guides, help pages, resources) is limited to administrators and content managers. If you spot something out of date, let a content manager know — regular users have read-only access.
Guide checklist progress is saved to your account when you are signed in. If you were browsing without signing in, progress is stored only in that browser. Sign in to keep your progress across devices.
The document library accepts PDF and DOCX files. Older .doc files are not supported — re-save them as .docx in Word first. There is also a size limit on uploads; very large files will be rejected with a message explaining the limit.