Automation with the risk in view.

• -The client should own core business accounts whenever practical.
• -ClearAutomations uses collaborator access instead of owning client assets by default.
• -Workflow exports, runbooks, and handoff notes are part of the delivery package.

• -AI voice agents should identify the business and use approved disclosure language.
• -Human handoff rules are defined before launch.
• -AI voice agents do not diagnose, provide legal advice, promise claim outcomes, or replace professional judgment.

• -Production outreach needs client-approved consent and opt-out language.
• -Marketing email must use accurate sender identity and non-deceptive subject lines.
• -SMS workflows need opt-in, unsubscribe handling, quiet hours, and realistic frequency caps.

• -Public forms are designed to stay non-PHI.
• -Patient-like demos use fake data until production controls are approved.
• -PHI workflows require the client-approved BAA path, vendor review, access controls, and retention settings before launch.

ClearAutomations uses a practical small-business security posture: identify systems and data, protect access, detect failures, respond to issues, and recover through exports, documentation, and manual fallback paths.