Firm compliance pack

Zero retention

UK English · dd/mm/yyyy · £ GBP · England-focused workflows (Wales not fully modelled)

Operated by Shaine Stead (trading as HDR Compass). Case files stay in firm storage; we hold accounts and licences only.

What we store

Organisation and user accounts
Subscription / licence status

What we never store

Case documents or file contents
AI prompts or completions containing client facts
Vetting or case-review report bodies
Connected folder inventories beyond the live session

Where case data lives

Files you open in the browser session, or a local/synced firm folder you grant (Chrome/Edge write-back). Nothing is uploaded to HDR Compass servers.

AI path: Your browser calls your AI provider directly under your account. HDR Compass does not proxy or keep the text of those requests

Advisory output only. Every criterion and recommendation is reviewable by a fee earner before export.

AI provider setup & firm duties

How to wire OpenAI, Azure OpenAI, Anthropic (via gateway), or a local model: and the firm’s obligations with its AI provider, including the provider DPA and international transfers.

Open the set-up guide →