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Emily Fisher
Firm Administrator
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MANAGEMENT OVERSIGHT
Manager Alerts
Review safety events that may need coaching, clarification, or follow-up.
HIGH RISK Today, 10:42 AM
RED -- STOP Guidance Delivered
Asked about uploading client tax documents to an unapproved AI tool. AIESD recorded the STOP guidance and generated this alert.
Employee: Jordan Miller
Review
CAUTION Aug. 27, 11:32 AM
Sensitive Meeting Notes Identified
Included client names whil asking about summarizing internal meeting note.
Employee: Marcus Chen
Review