Do consultants have to change how they work?

No. Fabriq drops in as a policy layer over the document stores and tools the firm already uses. Consultants and their agents keep working the same way; access simply resolves per person and per engagement instead of firm-wide.

Can one agent serve every team with per-person access?

Yes — that is the model. The agent is deployed once, and each request is evaluated against the consultant’s current project assignments, so reuse never means shared data and staffing changes move the boundary automatically.

What happens when an engagement ends?

Close-out revokes the team’s and their agents’ access automatically, including subcontractors. The engagement record — what was accessed, produced, and delivered — is retained for quality review and confidentiality defense.

How is client confidentiality kept between engagements?

Access is per person and per grant — agents see only the intersection of their scopes and each consultant’s own engagements, and every access is attributed.

What can we show a client’s security team?

SSO through your identity provider, credentials in a vault, default-deny permissions, and a full trail of what agents did on their account — answers, not promises.

Do consultants paste client credentials anywhere?

No — connections are made once, per person, and credentials attach server-side at call time; laptops never hold the keys.

Industry · Consulting / Professional Services

Scale reusable agents without mixing client information

Separate client data and govern agents working across projects, deliverables, and delivery teams.

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The landscape

Consulting, accounting, and professional-services firms want to reuse agents across research, analysis, delivery, and knowledge management. But reusable agents can become a pathway between confidential client environments.

Permissions must reflect the consultant, client, engagement, geography, contract, and project phase.

Live workflow

See a real workflow, governed

Every agent below carries its own identity and acts for a real user. Watch every tool call route through Fabriq — then edit the workflow yourself.

An agent researches within a single client's folder and writes its findings into that project's own workspace, never crossing into another client's materials.

agent: clientresearch-bot-01

Research task assignedengagement lead

Client Research Agentclientresearch-bot-01 · for: consultant@westfieldadvisory.com

Agentic Fabriqidentity · policy · audit

Google Driveread client folder

Notionwrite findings

Drag nodes, draw connections, add tools — every agent action routes through Fabriq. Try wiring the agent straight to a tool.

The stakes

Industry challenges

01The firm wants one reusable agent; client confidentiality demands a hundred isolated ones.
02A consultant staffed on three clients is one search away from mixing them.
03Subcontractors and alumni keep access long after the engagement ends.
04A deliverable assembled by an agent needs a source trail to survive quality and confidentiality review.

Capabilities

How Fabriq helps professional-services firms

Isolate client and engagement data.Each engagement is a sealed workspace; the same firm-wide agent cannot mix two clients’ materials.

Apply project-level access to shared agents.Reusable agents resolve access per project at request time, so one deployment safely serves every team.

Prevent retrieval from unrelated client workspaces.A broad research question stops at the engagement boundary instead of sweeping the firm’s document store.

Restrict subcontractors to approved engagements and time periods.Subcontractor access is engagement-scoped and time-limited, ending when the statement of work does.

Control external delivery, publication, and client communication.Anything leaving the firm — deliverables, proposals, publications — passes an engagement lead’s review first.

Track which source materials contributed to each deliverable.Every deliverable carries its sources, protecting both quality review and client confidentiality claims.

Revoke access automatically when a project ends.Project close-out revokes the team’s and their agents’ access in one motion, with the record retained.

In practice

Featured workflows

logged

Client research

Research agents work within one client’s folder and cite sources, keeping parallel engagements separated.

logged

Document analysis

Analysis stays inside the engagement’s document set, however broad the question.

approval: human approval

Proposal creation

Proposal agents draw on approved firm collateral and the prospect’s own materials, with sends reviewed.

approval: human approval

Engagement delivery

Delivery agents assemble work product from project materials, and client delivery waits for the lead’s approval.

scope: scoped access

Audit preparation

Preparation agents compile evidence within the audit engagement’s scope, preserving independence boundaries.

approval: human approval

Internal knowledge retrieval

Knowledge agents serve sanitized, approved precedents — client-confidential material stays in its engagement.

Core value

Reusable AI capabilities across the firm without compromising client confidentiality or engagement boundaries.

Questions

Scale reusable agents without mixing client information

See a real workflow, governed

Industry challenges

How Fabriq helps professional-services firms

Featured workflows

Common questions