Adviser Partner Programme
Run a repeatable EU AI Act readiness service across multiple clients.
Give every client a separate controlled workspace while your advisory team applies a consistent inventory-to-evidence method across the portfolio.
Product demonstration · 2 minutes 11 seconds
Adviser and workspace administration
See how an adviser works across separate hypothetical client workspaces with contract-controlled access, seats, storage and report branding. All organisations, people and systems shown were created for demonstration, and no client data appears.
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When an adviser supports several organisations, convenience must not weaken control. EU AI Fit gives one authorised adviser a clear portfolio view while keeping every client workspace separate. Here, Amelia Grant works for the fictional Clearpath AI Governance Practice. Her portfolio contains two fictional clients with different teams, AI systems, and commercial arrangements. Opening a workspace changes the organisation boundary used across dashboards, evidence, and reports.
One client's information is never presented as part of another client's record. Workspace activation starts with agreed terms. The accepted contract records the plan, price, included users, AI system allowance, and evidence storage tier. Owners and administrators can retain and download the accepted agreement from inside the client workspace. Those terms then control the service. Northmoor's managed 25 gigabyte allowance is visible, and changing it requires a revised commercial agreement.
Reference-only storage remains available where the client keeps evidence in its own controlled system. A storage choice is an operating and contractual decision. It is not, by itself, proof of compliance. Team access is equally deliberate. Named people receive owner, administrator, contributor, or viewer permissions. Invitations are restricted by the contracted seat allowance so the workspace cannot quietly grow beyond what the client approved.
For adviser-led reporting, the client can approve the exact adviser name, website, colour, and disclosure. Any later edit returns the branding to draft, EU AI Fit attribution, document provenance, and a statement that the output is not certification or legal advice remain visible. The result is a practical multi-client delivery model, one place for the adviser to organise work with separate client boundaries, explicit access, and contract-controlled limits.
Start with the agreed workspace, assign the right people, and keep each client's governance record reviewable on its own terms.
Business outcomes
Turn readiness work into reviewable evidence
Separate client workspaces
Keep memberships, systems, evidence, contracts and audit histories scoped to the correct client organisation.
Repeatable delivery
Use the same exposure, classification, obligation and evidence workflow without rebuilding the service in spreadsheets.
Client-approved co-branding
Prepare reports under your adviser identity while the client controls approval. EU AI Fit, provenance and the non-certification disclosure remain visible.
How it works
A controlled path to a usable record
Agree the engagement
Define client scope, users, systems, storage, commercial terms and the activation conditions before workspace creation.
Deliver the review
Inventory systems, confirm role and exposure, build obligation plans and collect the evidence needed for the agreed outcome.
Report and renew
Obtain client approval for adviser branding, produce co-branded buyer-ready reports, record follow-up actions and maintain the client record through later review cycles.
Built for scrutiny
Client separation and commercial control by design
Workspace creation follows approved commercial terms. Contracted user, system and storage allowances remain enforced after acceptance.
One adviser identity can access authorised client workspaces
Only client-approved adviser branding appears on new reports
Branding changes automatically invalidate the prior approval
Client data and memberships remain organisation-scoped
Storage can be reference-only, managed by EU AI Fit or customer-controlled
Contract acceptance and one-time access code gate workspace creation
In this scenario
One advisory team, two different client decisions
In this scenario, an adviser helps a software company review a customer-support assistant and a recruitment business assess a candidate-ranking tool. Each client has its own workspace, named owners, supplier records and evidence. The team follows a consistent review method, while recording the different purposes and decisions each system supports.
The software company needs to resolve gaps in its supplier documentation and human hand-off instructions. The recruitment business needs specialist input on classification before it proceeds. The adviser records those next steps against the relevant client systems, so a completed review for one client cannot be mistaken for approval of the other.
Before a report carries the adviser identity, the client approves the branding. The resulting report retains EU AI Fit attribution and document provenance. The adviser can use it to explain the evidence reviewed, outstanding questions and agreed follow-up work; the engagement and professional advice remain the adviser's responsibility.
Continue your readiness journey
Useful next steps
Review the platform workflow
See the inventory, assessment, evidence and reporting capabilities available to each client workspace.
Explore this nextBuild buyer-ready assurance
Understand how controlled system records support questionnaires and customer scrutiny.
Explore this nextDiscuss the commercial model
Review pilot options for advisers, fractional teams and multi-client delivery.
Explore this nextTurn your expertise into a scalable readiness service.
Join the adviser pilot to shape the multi-client workflow, reporting format and commercial operating model.
Discuss an adviser pilot