Clear boundaries make responsible systems possible.

1. Purpose and scope

This practice applies when LogicLift evaluates, designs, prototypes, configures, or supports an AI-enabled business system, when LogicLift uses AI to support its own client work, and when client information is involved.

Website and inquiry information is handled under the Privacy Policy. General website and engagement boundaries are described in the Terms of Use. An engagement may establish more specific requirements for particular information, systems, providers, or risks.

2. Purpose before technology

LogicLift begins with the business decision, workflow, people affected, evidence available, and intended outcome. AI is considered only when it serves that purpose and its risks can be managed within the agreed scope.

Before a pilot or implementation moves into consequential work, the proposed use, expected benefit, foreseeable limitations, responsible owner, required review, and conditions for proceeding should be visible to the people accountable for the result.

3. Approved tools and vendor boundaries

An approved tool is approved for a defined engagement, information category, account, and use. Approval for one purpose does not make the same tool appropriate for every purpose. LogicLift does not knowingly enter confidential client information into an AI tool that has not been approved for that engagement.

Review is proportionate to the proposed use. It may consider provider data use, model-training terms, retention and deletion options, access controls, available security information, subprocessors, incident processes, model limitations, portability, and client requirements. LogicLift does not intentionally submit client information for public or shared-model training.

Third-party tools remain subject to their own terms, practices, availability, and technical limits. A tool is not adopted simply because it is capable of performing a task, and provider review does not certify that a service is error-free or secure in every circumstance.

4. Data intake, confidentiality, and access

LogicLift seeks to use the minimum information reasonably needed for the agreed work. Redacted, de-identified, aggregated, or synthetic information is preferred when it can serve the same purpose. Clients remain responsible for confirming that they have authority to provide the information, content, and system access used in an engagement.

Confidentiality obligations begin through the applicable written agreement. Access is limited to the people and authorized providers reasonably needed to perform the work. Client information is not reused for unrelated purposes, and credentials should not be placed in AI prompts or sent through the public inquiry form.

Client names, confidential materials, and engagement results are not published as case studies without appropriate permission.

5. Retention, return, and deletion

For client engagements, storage, retention, return, and deletion requirements are defined according to the information involved and the written scope. LogicLift retains client information only while reasonably needed for the engagement, agreed support, required business records, dispute resolution, security review, or legal obligations.

At closeout, working information is returned, deleted, or de-identified according to the agreed requirements. Deletion may remain subject to documented legal or recordkeeping needs, security evidence, and the ordinary backup or deletion cycles of authorized providers. LogicLift does not promise immediate or technically absolute deletion where those limitations apply.

6. Human review and decision rights

AI may support research, analysis, organization, drafting, recommendations, and bounded workflow steps. It does not become the unaccountable final authority for decisions that materially affect customers, employees, money, access, safety, legal obligations, or reputation.

The engagement identifies who may use the system, what it may recommend or automate, what requires review, who may approve a consequential action, and who may override, pause, or stop the system. Final business decisions remain with the client and its authorized decision-makers.

The level of review is matched to the consequence, uncertainty, and reversibility of the use. A reviewer must have enough context, time, evidence, and authority to question or reject an output.

7. Testing and ongoing oversight

Where implementation support is included, LogicLift coordinates testing against the agreed use, operating conditions, measures, and acceptance criteria. Known limitations, unresolved risks, important assumptions, and ownership expectations are documented as part of the handoff.

During an active LogicLift-supported period, the agreed review may consider outcomes, errors, corrections, overrides, user feedback, vendor changes, and unintended effects. A use may be paused, narrowed, or removed when it leaves its approved boundary. After handoff, monitoring and ongoing operation belong to the client unless continued oversight is included in a separate written scope.

8. Incidents, escalation, and exceptions

Low-confidence outputs, conflicting evidence, unusual cases, control failures, suspected unauthorized disclosure, and other material concerns should be routed to the designated human owner rather than allowed to continue silently.

If LogicLift becomes aware of a material incident involving information or a system within its control, LogicLift will take reasonable steps within its role to contain or pause the affected activity, preserve necessary evidence, assess the issue, and notify the designated client contact promptly, consistent with the circumstances, applicable law, and the written agreement.

An exception to an agreed AI, data, access, or review boundary must be documented and approved by the people authorized for the engagement. The record should identify the reason, affected information or system, responsible owner, safeguards, duration, and review or expiration point. An exception cannot override applicable law, a signed agreement, or an explicit client restriction.

LogicLift may pause, narrow, or decline work when a proposed use falls outside the agreed boundary, requires expertise not included in scope, or presents a risk that cannot be responsibly managed with the available controls. LogicLift is not a managed security provider, law firm, or regulatory compliance service.

9. Client decision rights and responsibilities

Within the engagement scope, clients may ask which tools and information categories are proposed, review the intended use and human-review design, establish reasonable restrictions, decline a proposed AI use, challenge a material recommendation, and request correction, return, or deletion of client information subject to the agreement and applicable exceptions.

Clients identify relevant legal, privacy, security, regulatory, procurement, and industry requirements; provide an accountable sponsor and system owner; participate in testing; approve production use; and remain responsible for final decisions, adoption, and ongoing operation after handoff.

Declining or materially changing an approved tool or use may require a corresponding change to scope, timing, approach, or fee. LogicLift will make that consequence visible before proceeding.

10. Reference approach

This practice is informed by the NIST AI Risk Management Framework, the NIST Generative AI Profile, the NIST Privacy Framework, and FTC guidance for protecting personal information. These references do not represent certification, endorsement, or a claim that every engagement implements every part of a framework.

11. Questions and updates

Questions or requests about this practice can be sent to info@logiclift.ai.

LogicLift may update this practice as its services, tools, providers, and legal obligations change. The effective date at the top of the page identifies the current version.