Protect

Client Risk

Reads every engagement a client has on file — engagement status, recent documents and email, approved atoms, contacts and current staffing — for honest signs the relationship itself is at risk.

A risk level and a plain synthesis, not a score to interpret
Each signal cited back to where it came from, or flagged unverified when the quote can't be matched.
One concrete next step, not a generic recommendation
Says exactly what it could and couldn't see — no guessing past its own coverage

What it looks like

The real interface, on a sample engagement.

Protect

Are we losing this client? — Acme Corp Expansion

Reads across every engagement Acme has on file — atoms, documents, staffing, and the tone of any email connected. Not a score; a plain read, with one concrete next step.

2 engagements on file · assessed on demand, not pushed

ReadWatch

The new CFO is treating a settled pricing decision as still open, and the sponsor who settled it has no delegate.

Neither signal is a crisis alone — a new finance lead asking questions is normal, and one overdue milestone is routine friction. Together, with the account’s only decision-maker unreachable, they’re worth a direct conversation before the next steering committee, not after it.

What would help: Put the Phase 2 pricing rationale in writing to the CFO directly, and get a delegate named for Karen before the next steering committee — both are one conversation, not a project.

Signals4 found

Commercialhigh

New CFO re-opening a settled pricing decision

Acme's CFO — who joined in April, after the January cap was agreed — has twice asked for a fixed number on Phase 2. The capped structure is being treated as open, not settled.

Can we revisit this as a fixed number? I wasn't in the room for the original trade.

Email — Acme CFO · 2 Sep 2026

Staffinghigh

Sponsor on leave, no delegate named

Karen Liu, the sponsor who agreed the cap, has been on medical leave since August. No one has been given authority to decide in her place — three decisions have sat idle since.

Nothing's been delegated while Karen's out — we're just waiting.

Gmail · Acme strategy thread · 22 Aug 2026

Deliverymedium

Migration plan two days overdue

A single slip, not yet a pattern — but it lands in the same window as the CFO's second ask.

Migration plan lands Thursday — we'll have the cutover window confirmed by then.

Gmail · Acme delivery thread · 2 Sep 2026

Sentimentmedium

Team reads the CFO's questions as building a case

An internal read, not confirmed with the client directly — worth a straight conversation before it hardens into one.

Third time she's asked the same question. Doesn't feel like she's just catching up.

Gmail · Acme delivery thread · 4 Sep 2026

Coverage — what this could actually seehonest by design

Drive: 14 documents. Email: 3 threads. Calendar: not connected — nothing here reflects meetings that never left a room.

From your firm profile · risk_signals

Matched: “A settled scope decision re-argued more than once”Measured against your healthy baseline — named client decision-maker attending steering committee. Neither the signal nor the baseline is a general-purpose default; both are yours.

What this is not

Not a scorecard on the team. The point is a conversation to have, not a verdict.
Not triggered by one slipped date alone — it looks for a pattern, not routine friction.
Not a guess at what it can't see. The coverage line says plainly what's connected and what isn't.