Hollister Reed LLPTrusted Living Twin

record hollister-reed · rulebook 1.0.0 · instrument 0.1.0 · builder 0.1.0 · built 2026-10-05

Time As found Day ninety One year, projected
Lens Sponsor Controller Operator

Printed state: every time state and every lens, in order.

0% verified: the share of 299 entries (252 nodes and 47 measured values) that were checked rather than asserted, as found on 14 October 2026 Trust posture: 1.2, Absent (verified: 0 of 25 scores) · Results since baseline: not yet measured again (signed: 0 of 5 drivers)
not yet measured at day ninety, 12 January 2027: the record holds no re-measurement yet; it holds 18 projected entries for this date, each drawn with its assumptions, and a projection is never measured Trust posture: projected: 2.1, Declared; not yet measured (18 of 25 levels are projected and 7 stand as judged) · Results since baseline: not yet measured again
not yet measured one year ahead: a projection is never measured; the record holds 18 projected entries, each drawn with its assumptions Trust posture: not yet measured · Results since baseline: not yet measured

The register, as found

14 October 2026, the record as found

SponsorWhat AI the firm uses, and what it touches ControllerEvery agent with its owner, its data and its vendor OperatorEvery agent and its passport

The vendor ring

1. Tryon Street Properties LLC, occupancy and rent, testimony1 2. Glenwood Commons Partners, occupancy and rent, testimony2 3. Reedy River Office Holdings, occupancy and rent, testimony3 4. Congaree Plaza Associates, occupancy and rent, testimony4 5. Cape Fear Landing LLC, occupancy and rent, testimony5 6. Gate City Office Park, occupancy and rent, testimony6 7. Palisade Professional Mutual Insurance Company, insurance, testimony7 8. Keystone Office Cloud, Inc., software and cloud services, testimony8 9. Ledgerline Tax Systems, Inc., software and cloud services, testimony9 10. Assurely Audit Software, Inc., software and cloud services, testimony10 11. Statute & Rule Research Services, software and cloud services, testimony11 12. Practica Practice Management, Inc., software and cloud services, testimony12 13. Archway Document Management, Inc., software and cloud services, testimony13 14. Tally Analytics, Inc., software and cloud services, testimony14 15. Confera Video, Inc., software and cloud services, testimony15 16. Signet E-Sign, Inc., software and cloud services, testimony16 17. Brightwell Labs, Inc., software and cloud services, testimony17 18. Corvid AI, Inc., software and cloud services, testimony18 19. Tessellate, Inc., software and cloud services, testimony19 20. Orrin Technologies, Inc., software and cloud services, testimony20 21. Busy Season Staffing, Inc., staffing and recruiting, testimony21 22. Harbor & Pine Recruiting, staffing and recruiting, testimony22 23. Brushy Mountain IT Services LLC, information technology services and hardware, testimony23 24. Sandhills Computer Supply, Inc., information technology services and hardware, testimony24 25. Crescent Travel Management, travel and lodging, testimony25 26. Pamlico Hospitality Group, travel and lodging, testimony26 27. Uptown Parking Services, travel and lodging, testimony27 28. Carolina Lowland Power, facilities and utilities, testimony28 29. Edisto Facility Services, facilities and utilities, testimony29 30. Davidson Office Interiors, facilities and utilities, testimony30 31. Neuse Security Systems, facilities and utilities, testimony31 32. Haywood & Lusk LLP, professional services, testimony32 33. Quality Review Partners, professional services, testimony33 34. Mortar Cloud LLC, professional services, testimony34 35. Carolina CPE Institute, training and memberships, testimony35 36. Southeastern Practitioners Association, training and memberships, testimony36 37. Uwharrie Telecom, telecommunications, testimony37 38. Saluda Fiber, telecommunications, testimony38 39. Fieldstone Creative, marketing and printing, testimony39 40. Pee Dee Printing Company, marketing and printing, testimony40 41. Wateree Benefits Administration, benefits and payroll administration, testimony41 42. Paystream Payroll Services, benefits and payroll administration, testimony42 43. Piedmont Office Supply, Inc., office supplies, courier and postage, testimony43 44. Catawba Courier Service, office supplies, courier and postage, testimony44 45. Postmark Mailing Services, office supplies, courier and postage, testimony45 46. Lowcountry Catering Company, meals and events, testimony46 47. Yadkin Valley Conference Center, meals and events, testimony47 47 on the ring Hollister Reed LLP The tail, bucketed by spend category: 365 vendors Meals and events: 60 vendors, documentMeals and events60 Software and cloud services: 46 vendors, documentSoftware and cloud services46 Travel and lodging: 44 vendors, documentTravel and lodging44 Facilities and utilities: 40 vendors, documentFacilities and utilities40 Office supplies, courier and postage: 40 vendors, documentOffice supplies, courier and postage40 Professional services: 35 vendors, documentProfessional services35 Information technology services and hardware: 34 vendors, documentInformation technology services and hardware34 Marketing and printing: 26 vendors, documentMarketing and printing26 Training and memberships: 22 vendors, documentTraining and memberships22 Telecommunications: 10 vendors, documentTelecommunications10 Staffing and recruiting: 8 vendors, documentStaffing and recruiting8
412 vendors in the export, 47 on the ring, 365 bucketed
  • Occupancy and rent
  • 1Tryon Street Properties LLC
  • 2Glenwood Commons Partners
  • 3Reedy River Office Holdings
  • 4Congaree Plaza Associates
  • 5Cape Fear Landing LLC
  • 6Gate City Office Park
  • Insurance
  • 7Palisade Professional Mutual Insurance Company
  • Software and cloud services
  • 8Keystone Office Cloud, Inc.
  • 9Ledgerline Tax Systems, Inc.
  • 10Assurely Audit Software, Inc.
  • 11Statute & Rule Research Services
  • 12Practica Practice Management, Inc.
  • 13Archway Document Management, Inc.
  • 14Tally Analytics, Inc.
  • 15Confera Video, Inc.
  • 16Signet E-Sign, Inc.
  • 17Brightwell Labs, Inc.
  • 18Corvid AI, Inc.
  • 19Tessellate, Inc.
  • 20Orrin Technologies, Inc.
  • Staffing and recruiting
  • 21Busy Season Staffing, Inc.
  • 22Harbor & Pine Recruiting
  • Information technology services and hardware
  • 23Brushy Mountain IT Services LLC
  • 24Sandhills Computer Supply, Inc.
  • Travel and lodging
  • 25Crescent Travel Management
  • 26Pamlico Hospitality Group
  • 27Uptown Parking Services
  • Facilities and utilities
  • 28Carolina Lowland Power
  • 29Edisto Facility Services
  • 30Davidson Office Interiors
  • 31Neuse Security Systems
  • Professional services
  • 32Haywood & Lusk LLP
  • 33Quality Review Partners
  • 34Mortar Cloud LLC
  • Training and memberships
  • 35Carolina CPE Institute
  • 36Southeastern Practitioners Association
  • Telecommunications
  • 37Uwharrie Telecom
  • 38Saluda Fiber
  • Marketing and printing
  • 39Fieldstone Creative
  • 40Pee Dee Printing Company
  • Benefits and payroll administration
  • 41Wateree Benefits Administration
  • 42Paystream Payroll Services
  • Office supplies, courier and postage
  • 43Piedmont Office Supply, Inc.
  • 44Catawba Courier Service
  • 45Postmark Mailing Services
  • Meals and events
  • 46Lowcountry Catering Company
  • 47Yadkin Valley Conference Center

Serving no stated goal

In the record, 7 of 12 processes, 9 of 11 agents, 19 of 21 tools, 46 of 47 vendors and 11 of 11 spend buckets serve no stated goal, directly or through what they support.

Processes
  • Client call notes.Hollister Reed kit, 03-discovery-and-register.md
  • Copilot pilot work.Hollister Reed kit, 03-discovery-and-register.md
  • Email and memo drafting.Hollister Reed kit, 03-discovery-and-register.md
  • Management letter drafting.Hollister Reed kit, 03-discovery-and-register.md
  • Prior-year return review.Hollister Reed kit, 03-discovery-and-register.md
  • Routine client messages.Added for the demonstration: found by asking people in the discovery interviews; it costs nothing extra, so the expense records do not show it, and the kit's register does not hold it
  • Tax and accounting rule research.Hollister Reed kit, 03-discovery-and-register.md
Agents
  • HRL-ADV-EML-0007 Email and memo drafting.Hollister Reed kit, 03-discovery-and-register.md, the register as found
  • HRL-ADV-TRN-0003 Client-call transcription.Hollister Reed kit, 03-discovery-and-register.md, the register as found
  • HRL-AUD-MLT-0002 Management letter drafting.Hollister Reed kit, 03-discovery-and-register.md, the register as found
  • HRL-FIN-MSG-0011 Routine client message answering.Added for the demonstration: found by asking people in the discovery interviews; it costs nothing extra, so the expense records do not show it, and the kit's register does not hold it
  • HRL-IT-CPL-0005 Copilot pilot.Hollister Reed kit, 03-discovery-and-register.md, the register as found
  • HRL-IT-CPL-0008 Copilot pilot license, departed user.Hollister Reed kit, 03-discovery-and-register.md, the register as found
  • HRL-IT-CPL-0009 Copilot pilot license, departed user.Hollister Reed kit, 03-discovery-and-register.md, the register as found
  • HRL-TAX-RET-0001 Prior-year return summarization.Hollister Reed kit, 03-discovery-and-register.md, the register as found
  • HRL-TAX-RSH-0006 Rule explanation and research.Hollister Reed kit, 03-discovery-and-register.md, the register as found
Tools and systems
  • Audit data analytics.Hollister Reed kit, 03-discovery-and-register.md and 05-permitted-use-matrix.md
  • Audit workpaper software.Hollister Reed kit, 03-discovery-and-register.md and 05-permitted-use-matrix.md
  • Client message assistant.AIAdded for the demonstration: found by asking people in the discovery interviews; it costs nothing extra, so the expense records do not show it, and the kit's register does not hold it
  • Copilot.AIHollister Reed kit, 03-discovery-and-register.md and 05-permitted-use-matrix.md
  • Corvid Assistant.AIHollister Reed kit, 03-discovery-and-register.md and 05-permitted-use-matrix.md
  • Document management system.Hollister Reed kit, 03-discovery-and-register.md and 05-permitted-use-matrix.md
  • Document summarization.AIHollister Reed kit, 03-discovery-and-register.md and 05-permitted-use-matrix.md
  • Electronic signatures.Hollister Reed kit, 03-discovery-and-register.md and 05-permitted-use-matrix.md
  • Meeting assistant.AIHollister Reed kit, 03-discovery-and-register.md and 05-permitted-use-matrix.md
  • Meeting transcription.AIHollister Reed kit, 03-discovery-and-register.md and 05-permitted-use-matrix.md
  • Office suite and email.Hollister Reed kit, 03-discovery-and-register.md and 05-permitted-use-matrix.md
  • Orrin Notes (EMP-0142).AIintake/expense-export.csv
  • Orrin Notes (EMP-0267).AIintake/expense-export.csv
  • Practice management, time and billing.Hollister Reed kit, 03-discovery-and-register.md and 05-permitted-use-matrix.md
  • Tax preparation software.Hollister Reed kit, 03-discovery-and-register.md and 05-permitted-use-matrix.md
  • Tax and accounting research service.Hollister Reed kit, 03-discovery-and-register.md and 05-permitted-use-matrix.md
  • Tessellate Slides (EMP-0012).AIintake/expense-export.csv
  • Tessellate Slides (EMP-0350).AIintake/expense-export.csv
  • Video meetings.Hollister Reed kit, 03-discovery-and-register.md and 05-permitted-use-matrix.md
Vendors
  • 0001 Tryon Street Properties LLC
  • 0002 Palisade Professional Mutual Insurance Company
  • 0003 Glenwood Commons Partners
  • 0004 Keystone Office Cloud, Inc.
  • 0005 Busy Season Staffing, Inc.
  • 0006 Ledgerline Tax Systems, Inc.
  • 0007 Brushy Mountain IT Services LLC
  • 0008 Reedy River Office Holdings
  • 0009 Sandhills Computer Supply, Inc.
  • 0010 Congaree Plaza Associates
  • 0011 Crescent Travel Management
  • 0012 Assurely Audit Software, Inc.
  • 0013 Cape Fear Landing LLC
  • 0014 Gate City Office Park
  • 0015 Carolina Lowland Power
  • 0016 Haywood & Lusk LLP
  • 0017 Statute & Rule Research Services
  • 0018 Carolina CPE Institute
  • 0019 Edisto Facility Services
  • 0020 Harbor & Pine Recruiting
  • 0021 Practica Practice Management, Inc.
  • 0022 Uwharrie Telecom
  • 0023 Fieldstone Creative
  • 0024 Archway Document Management, Inc.
  • 0025 Wateree Benefits Administration
  • 0026 Davidson Office Interiors
  • 0027 Pamlico Hospitality Group
  • 0028 Paystream Payroll Services
  • 0029 Uptown Parking Services
  • 0030 Saluda Fiber
  • 0031 Piedmont Office Supply, Inc.
  • 0032 Pee Dee Printing Company
  • 0033 Tally Analytics, Inc.
  • 0034 Southeastern Practitioners Association
  • 0035 Quality Review Partners
  • 0036 Lowcountry Catering Company
  • 0037 Neuse Security Systems
  • 0038 Confera Video, Inc.
  • 0039 Catawba Courier Service
  • 0040 Yadkin Valley Conference Center
  • 0041 Signet E-Sign, Inc.
  • 0042 Postmark Mailing Services
  • 0408 Mortar Cloud LLC
  • 0410 Corvid AI, Inc.
  • 0411 Tessellate, Inc.
  • 0412 Orrin Technologies, Inc.
Spend buckets
  • 0001 Facilities and utilities, below the ring, 40 vendors
  • 0002 Information technology services and hardware, below the ring, 34 vendors
  • 0003 Meals and events, below the ring, 60 vendors
  • 0004 Marketing and printing, below the ring, 26 vendors
  • 0005 Office supplies, courier and postage, below the ring, 40 vendors
  • 0006 Professional services, below the ring, 35 vendors
  • 0007 Software and cloud services, below the ring, 46 vendors
  • 0008 Staffing and recruiting, below the ring, 8 vendors
  • 0009 Telecommunications, below the ring, 10 vendors
  • 0010 Training and memberships, below the ring, 22 vendors
  • 0011 Travel and lodging, below the ring, 44 vendors

Sponsor lens

Agents and their passports

The register holds 11 agents. 3 of 11 were approved before discovery found them. 3 of 11 have a named owner, and 0 have every passport attribute declared.

  • HRL-TAX-RET-0001
    Prior-year return summarization

    Tax staff, at least four known, photograph a client's prior-year return and upload it to a consumer chatbot on personal accounts to summarize carryforwards. The images carry names, addresses and taxpayer identification numbers.

    Owner
    no owner
    Approved before discovery
    No
    Data it touches
    Client tax returns (regulated)
    Hollister Reed kit, 03-discovery-and-register.md, the register as found

  • HRL-AUD-MLT-0002
    Management letter drafting

    Two audit managers paste client-confidential audit findings into a consumer chatbot, one on a paid personal subscription, to draft management letters.

    Owner
    no owner
    Approved before discovery
    No
    Data it touches
    Audit findings (confidential)
    Hollister Reed kit, 03-discovery-and-register.md, the register as found

  • HRL-ADV-TRN-0003
    Client-call transcription

    A partner's assistant enabled the meeting tool's AI transcription for all of that partner's client calls in June. No client has been told, and the vendor stores the transcripts under the assistant's account.

    Owner
    no owner
    Approved before discovery
    No
    Data it touches
    Client call recordings and transcripts (confidential)
    Hollister Reed kit, 03-discovery-and-register.md, the register as found

  • HRL-MKT-PRO-0004
    Proposal drafting

    Marketing, two people, drafts proposals from prior proposals with a consumer chatbot. Informally allowed; the one use with a written process. No client data.

    Owner
    Nora Castillo
    Approved before discovery
    No
    Data it touches
    Prior proposals (internal)
    Hollister Reed kit, 03-discovery-and-register.md, the register as found

  • HRL-IT-CPL-0005
    Copilot pilot

    Twenty licensed users, eighteen active, in the firm's own tenant. The only sanctioned use; it has no written scope and no review date.

    Owner
    Luis Herrera
    Approved before discovery
    Yes
    Data it touches
    Firm and client documents in the document management system (confidential)
    Hollister Reed kit, 03-discovery-and-register.md, the register as found

  • HRL-TAX-RSH-0006
    Rule explanation and research

    Widespread: 71 percent of staff use an AI tool on client work at least weekly, most often to summarize documents or explain a tax or accounting rule, sometimes with a client's fact pattern.

    Owner
    no owner
    Approved before discovery
    No
    Data it touches
    Client fact patterns (confidential) and Tax law and accounting standards (public)
    Hollister Reed kit, 03-discovery-and-register.md, the register as found

  • HRL-ADV-EML-0007
    Email and memo drafting

    Widespread drafting of emails and memos with consumer chatbots and the meeting tool's assistant, often with client names.

    Owner
    no owner
    Approved before discovery
    No
    Data it touches
    Client correspondence (confidential)
    Hollister Reed kit, 03-discovery-and-register.md, the register as found

  • HRL-IT-CPL-0008
    Copilot pilot license, departed user

    A pilot license still active for a user who has left the firm. Nobody is accountable for it.

    Owner
    no owner
    Approved before discovery
    Yes
    Data it touches
    Firm and client documents in the document management system (confidential)
    Hollister Reed kit, 03-discovery-and-register.md, the register as found

  • HRL-IT-CPL-0009
    Copilot pilot license, departed user

    A second pilot license still active for a user who has left the firm. Nobody is accountable for it.

    Owner
    no owner
    Approved before discovery
    Yes
    Data it touches
    Firm and client documents in the document management system (confidential)
    Hollister Reed kit, 03-discovery-and-register.md, the register as found

  • HRL-TAX-BRF-0010
    Returning-client briefing

    A tax partner built this assistant on his own, on a paid chatbot account charged to his company card and coded to research under the software approval line, so the firm's records show it in the ledger and nowhere else. He can say in one sentence what it is for, the tax group knows it is his, and he fixes it when it is wrong. His reason for it, that returning clients get their returns sooner, has never been tested. It is a different use from the tax staff's prior-year return summaries on personal accounts.

    Owner
    A tax partner
    Approved before discovery
    No
    Data it touches
    Client tax returns (regulated)
    Added for the demonstration: the expense records show the account, and the partner described the use in a discovery interview; the kit's register does not hold it

  • HRL-FIN-MSG-0011
    Routine client message answering

    An administrator in client services connected an assistant to the firm's client system, through a feature the system already offered, so that it answers the routine messages clients send every day: where is my return, what do you still need from me, when is my appointment. Nobody approved it, and because it costs nothing extra the ledger never shows it; the inventory found it by asking. The hours it saves her are the only thing anyone has measured, and nobody has measured whether its answers are right.

    Owner
    no owner
    Approved before discovery
    No
    Data it touches
    Client correspondence (confidential)
    Added for the demonstration: found by asking people in the discovery interviews; it costs nothing extra, so the expense records do not show it, and the kit's register does not hold it

Controller lens

Agents and their passports

The register holds 11 agents. 3 of 11 were approved before discovery found them. 3 of 11 have a named owner, and 0 have every passport attribute declared.

  • HRL-TAX-RET-0001
    Prior-year return summarization

    Tax staff, at least four known, photograph a client's prior-year return and upload it to a consumer chatbot on personal accounts to summarize carryforwards. The images carry names, addresses and taxpayer identification numbers.

    Owner
    no owner
    Purpose
    not declared
    Autonomy level
    not declared
    Human checkpoints
    not declared
    Review date
    not declared
    Platform identity
    not declared
    Department
    Tax
    Approved before discovery
    No
    Tools it calls
    BrightChat
    Data it touches
    Client tax returns (regulated)
    Workflows it performs
    Prior-year return review
    Hollister Reed kit, 03-discovery-and-register.md, the register as found

  • HRL-AUD-MLT-0002
    Management letter drafting

    Two audit managers paste client-confidential audit findings into a consumer chatbot, one on a paid personal subscription, to draft management letters.

    Owner
    no owner
    Purpose
    not declared
    Autonomy level
    not declared
    Human checkpoints
    not declared
    Review date
    not declared
    Platform identity
    not declared
    Department
    Audit and assurance
    Approved before discovery
    No
    Tools it calls
    Corvid Assistant
    Data it touches
    Audit findings (confidential)
    Workflows it performs
    Management letter drafting
    Hollister Reed kit, 03-discovery-and-register.md, the register as found

  • HRL-ADV-TRN-0003
    Client-call transcription

    A partner's assistant enabled the meeting tool's AI transcription for all of that partner's client calls in June. No client has been told, and the vendor stores the transcripts under the assistant's account.

    Owner
    no owner
    Purpose
    not declared
    Autonomy level
    not declared
    Human checkpoints
    not declared
    Review date
    not declared
    Platform identity
    not declared
    Department
    Advisory
    Approved before discovery
    No
    Tools it calls
    Meeting transcription
    Data it touches
    Client call recordings and transcripts (confidential)
    Workflows it performs
    Client call notes
    Hollister Reed kit, 03-discovery-and-register.md, the register as found

  • HRL-MKT-PRO-0004
    Proposal drafting

    Marketing, two people, drafts proposals from prior proposals with a consumer chatbot. Informally allowed; the one use with a written process. No client data.

    Owner
    Nora Castillo
    Purpose
    not declared
    Autonomy level
    not declared
    Human checkpoints
    not declared
    Review date
    not declared
    Platform identity
    not declared
    Department
    Marketing
    Approved before discovery
    No
    Tools it calls
    BrightChat
    Data it touches
    Prior proposals (internal)
    Workflows it performs
    Proposal drafting
    Hollister Reed kit, 03-discovery-and-register.md, the register as found

  • HRL-IT-CPL-0005
    Copilot pilot

    Twenty licensed users, eighteen active, in the firm's own tenant. The only sanctioned use; it has no written scope and no review date.

    Owner
    Luis Herrera
    Purpose
    not declared
    Autonomy level
    not declared
    Human checkpoints
    not declared
    Review date
    not declared
    Platform identity
    not declared
    Department
    Information technology
    Approved before discovery
    Yes
    Tools it calls
    Copilot
    Data it touches
    Firm and client documents in the document management system (confidential)
    Workflows it performs
    Copilot pilot work
    Hollister Reed kit, 03-discovery-and-register.md, the register as found

  • HRL-TAX-RSH-0006
    Rule explanation and research

    Widespread: 71 percent of staff use an AI tool on client work at least weekly, most often to summarize documents or explain a tax or accounting rule, sometimes with a client's fact pattern.

    Owner
    no owner
    Purpose
    not declared
    Autonomy level
    not declared
    Human checkpoints
    not declared
    Review date
    not declared
    Platform identity
    not declared
    Department
    Tax
    Approved before discovery
    No
    Tools it calls
    BrightChat and Corvid Assistant
    Data it touches
    Client fact patterns (confidential) and Tax law and accounting standards (public)
    Workflows it performs
    Tax and accounting rule research
    Hollister Reed kit, 03-discovery-and-register.md, the register as found

  • HRL-ADV-EML-0007
    Email and memo drafting

    Widespread drafting of emails and memos with consumer chatbots and the meeting tool's assistant, often with client names.

    Owner
    no owner
    Purpose
    not declared
    Autonomy level
    not declared
    Human checkpoints
    not declared
    Review date
    not declared
    Platform identity
    not declared
    Department
    Advisory
    Approved before discovery
    No
    Tools it calls
    BrightChat and Meeting assistant
    Data it touches
    Client correspondence (confidential)
    Workflows it performs
    Email and memo drafting
    Hollister Reed kit, 03-discovery-and-register.md, the register as found

  • HRL-IT-CPL-0008
    Copilot pilot license, departed user

    A pilot license still active for a user who has left the firm. Nobody is accountable for it.

    Owner
    no owner
    Purpose
    not declared
    Autonomy level
    not declared
    Human checkpoints
    not declared
    Review date
    not declared
    Platform identity
    not declared
    Department
    Information technology
    Approved before discovery
    Yes
    Tools it calls
    Copilot
    Data it touches
    Firm and client documents in the document management system (confidential)
    Workflows it performs
    none recorded
    Hollister Reed kit, 03-discovery-and-register.md, the register as found

  • HRL-IT-CPL-0009
    Copilot pilot license, departed user

    A second pilot license still active for a user who has left the firm. Nobody is accountable for it.

    Owner
    no owner
    Purpose
    not declared
    Autonomy level
    not declared
    Human checkpoints
    not declared
    Review date
    not declared
    Platform identity
    not declared
    Department
    Information technology
    Approved before discovery
    Yes
    Tools it calls
    Copilot
    Data it touches
    Firm and client documents in the document management system (confidential)
    Workflows it performs
    none recorded
    Hollister Reed kit, 03-discovery-and-register.md, the register as found

  • HRL-TAX-BRF-0010
    Returning-client briefing

    A tax partner built this assistant on his own, on a paid chatbot account charged to his company card and coded to research under the software approval line, so the firm's records show it in the ledger and nowhere else. He can say in one sentence what it is for, the tax group knows it is his, and he fixes it when it is wrong. His reason for it, that returning clients get their returns sooner, has never been tested. It is a different use from the tax staff's prior-year return summaries on personal accounts.

    Owner
    A tax partner
    Purpose
    Summarize a returning client's prior-year file before the first meeting of the season, so that the partner does not open the meeting by reading it.
    Autonomy level
    not declared
    Human checkpoints
    not declared
    Review date
    not declared
    Platform identity
    not declared
    Department
    Tax
    Approved before discovery
    No
    Tools it calls
    BrightChat (EMP-0233)
    Data it touches
    Client tax returns (regulated)
    Workflows it performs
    Returning-client meeting preparation
    Added for the demonstration: the expense records show the account, and the partner described the use in a discovery interview; the kit's register does not hold it

  • HRL-FIN-MSG-0011
    Routine client message answering

    An administrator in client services connected an assistant to the firm's client system, through a feature the system already offered, so that it answers the routine messages clients send every day: where is my return, what do you still need from me, when is my appointment. Nobody approved it, and because it costs nothing extra the ledger never shows it; the inventory found it by asking. The hours it saves her are the only thing anyone has measured, and nobody has measured whether its answers are right.

    Owner
    no owner
    Purpose
    not declared
    Autonomy level
    not declared
    Human checkpoints
    not declared
    Review date
    not declared
    Platform identity
    not declared
    Department
    Finance and administration
    Approved before discovery
    No
    Tools it calls
    Client message assistant
    Data it touches
    Client correspondence (confidential)
    Workflows it performs
    Routine client messages
    Added for the demonstration: found by asking people in the discovery interviews; it costs nothing extra, so the expense records do not show it, and the kit's register does not hold it

The three vendor questions

Each answer is the vendor's own, recorded as Absent or Declared and treated as testimony. 47 of 47 ring vendors have answered; the rest read “not yet asked.”

  • 0001 Tryon Street Properties LLCIts three answers, testimony: AI clause in the contract: Absent · Data-processing addendum: Absent · Published AI-use statement: AbsentSupplies: The Charlotte office leaseSpend category: Occupancy and rentClient data it touches: none recordedSpend by period: 1 October 2023 to 30 September 2024, $1,392,000; 1 October 2024 to 30 September 2025, $1,450,000; 1 October 2025 to 30 September 2026, $1,508,000Contract or renewal date: 31 December 2031AI use observed: none recordedVendor questionnaire, October 2026; spend from intake/expense-export.csv
  • 0003 Glenwood Commons PartnersIts three answers, testimony: AI clause in the contract: Absent · Data-processing addendum: Absent · Published AI-use statement: AbsentSupplies: The Raleigh office leaseSpend category: Occupancy and rentClient data it touches: none recordedSpend by period: 1 October 2023 to 30 September 2024, $595,200; 1 October 2024 to 30 September 2025, $620,000; 1 October 2025 to 30 September 2026, $644,800Contract or renewal date: not recordedAI use observed: none recordedVendor questionnaire, October 2026; spend from intake/expense-export.csv
  • 0008 Reedy River Office HoldingsIts three answers, testimony: AI clause in the contract: Absent · Data-processing addendum: Absent · Published AI-use statement: AbsentSupplies: The Greenville office leaseSpend category: Occupancy and rentClient data it touches: none recordedSpend by period: 1 October 2023 to 30 September 2024, $393,600; 1 October 2024 to 30 September 2025, $410,000; 1 October 2025 to 30 September 2026, $426,400Contract or renewal date: not recordedAI use observed: none recordedVendor questionnaire, October 2026; spend from intake/expense-export.csv
  • 0010 Congaree Plaza AssociatesIts three answers, testimony: AI clause in the contract: Absent · Data-processing addendum: Absent · Published AI-use statement: AbsentSupplies: The Columbia office leaseSpend category: Occupancy and rentClient data it touches: none recordedSpend by period: 1 October 2023 to 30 September 2024, $345,600; 1 October 2024 to 30 September 2025, $360,000; 1 October 2025 to 30 September 2026, $374,400Contract or renewal date: not recordedAI use observed: none recordedVendor questionnaire, October 2026; spend from intake/expense-export.csv
  • 0013 Cape Fear Landing LLCIts three answers, testimony: AI clause in the contract: Absent · Data-processing addendum: Absent · Published AI-use statement: AbsentSupplies: The Wilmington office leaseSpend category: Occupancy and rentClient data it touches: none recordedSpend by period: 1 October 2023 to 30 September 2024, $278,400; 1 October 2024 to 30 September 2025, $290,000; 1 October 2025 to 30 September 2026, $301,600Contract or renewal date: not recordedAI use observed: none recordedVendor questionnaire, October 2026; spend from intake/expense-export.csv
  • 0014 Gate City Office ParkIts three answers, testimony: AI clause in the contract: Absent · Data-processing addendum: Absent · Published AI-use statement: AbsentSupplies: The Greensboro office leaseSpend category: Occupancy and rentClient data it touches: none recordedSpend by period: 1 October 2023 to 30 September 2024, $259,200; 1 October 2024 to 30 September 2025, $270,000; 1 October 2025 to 30 September 2026, $280,800Contract or renewal date: not recordedAI use observed: none recordedVendor questionnaire, October 2026; spend from intake/expense-export.csv
  • 0002 Palisade Professional Mutual Insurance CompanyIts three answers, testimony: AI clause in the contract: Absent · Data-processing addendum: Declared · Published AI-use statement: DeclaredSupplies: Professional liability insuranceSpend category: InsuranceClient data it touches: confidentialSpend by period: 1 October 2023 to 30 September 2024, $902,400; 1 October 2024 to 30 September 2025, $940,000; 1 October 2025 to 30 September 2026, $977,600Contract or renewal date: 30 November 2026AI use observed: none recordedVendor questionnaire, October 2026; spend from intake/expense-export.csv
  • 0004 Keystone Office Cloud, Inc.Its three answers, testimony: AI clause in the contract: Declared · Data-processing addendum: Declared · Published AI-use statement: DeclaredSupplies: Office software, email, identity and the Copilot tenantSpend category: Software and cloud servicesClient data it touches: confidential, regulated, internalSpend by period: 1 October 2023 to 30 September 2024, $518,400; 1 October 2024 to 30 September 2025, $540,000; 1 October 2025 to 30 September 2026, $561,600Contract or renewal date: 31 January 2027AI use observed: The Copilot pilot, twenty licenses in the firm's tenant.Vendor questionnaire, October 2026; spend from intake/expense-export.csv
  • 0006 Ledgerline Tax Systems, Inc.Its three answers, testimony: AI clause in the contract: Absent · Data-processing addendum: Declared · Published AI-use statement: DeclaredSupplies: Tax preparation softwareSpend category: Software and cloud servicesClient data it touches: regulatedSpend by period: 1 October 2023 to 30 September 2024, $460,800; 1 October 2024 to 30 September 2025, $480,000; 1 October 2025 to 30 September 2026, $499,200Contract or renewal date: 15 December 2026AI use observed: none recordedVendor questionnaire, October 2026; spend from intake/expense-export.csv
  • 0012 Assurely Audit Software, Inc.Its three answers, testimony: AI clause in the contract: Declared · Data-processing addendum: Declared · Published AI-use statement: DeclaredSupplies: Audit workpaper softwareSpend category: Software and cloud servicesClient data it touches: confidentialSpend by period: 1 October 2023 to 30 September 2024, $297,600; 1 October 2024 to 30 September 2025, $310,000; 1 October 2025 to 30 September 2026, $322,400Contract or renewal date: 31 March 2027AI use observed: none recordedVendor questionnaire, October 2026; spend from intake/expense-export.csv
  • 0017 Statute & Rule Research ServicesIts three answers, testimony: AI clause in the contract: Declared · Data-processing addendum: Declared · Published AI-use statement: DeclaredSupplies: Tax and accounting research serviceSpend category: Software and cloud servicesClient data it touches: publicSpend by period: 1 October 2023 to 30 September 2024, $249,600; 1 October 2024 to 30 September 2025, $260,000; 1 October 2025 to 30 September 2026, $270,400Contract or renewal date: not recordedAI use observed: none recordedVendor questionnaire, October 2026; spend from intake/expense-export.csv
  • 0021 Practica Practice Management, Inc.Its three answers, testimony: AI clause in the contract: Absent · Data-processing addendum: Declared · Published AI-use statement: AbsentSupplies: Practice management, time and billingSpend category: Software and cloud servicesClient data it touches: confidentialSpend by period: 1 October 2023 to 30 September 2024, $182,400; 1 October 2024 to 30 September 2025, $190,000; 1 October 2025 to 30 September 2026, $197,600Contract or renewal date: 31 May 2027AI use observed: An administrator in client services switched on the system's assistant to answer routine client messages; nobody approved it.Vendor questionnaire, October 2026; spend from intake/expense-export.csv
  • 0024 Archway Document Management, Inc.Its three answers, testimony: AI clause in the contract: Absent · Data-processing addendum: Absent · Published AI-use statement: DeclaredSupplies: Document management, with a summarization feature not yet enabledSpend category: Software and cloud servicesClient data it touches: confidential, regulatedSpend by period: 1 October 2023 to 30 September 2024, $168,000; 1 October 2024 to 30 September 2025, $175,000; 1 October 2025 to 30 September 2026, $182,000Contract or renewal date: 30 June 2027AI use observed: A summarization feature in the product, not enabled.Vendor questionnaire, October 2026; spend from intake/expense-export.csv
  • 0033 Tally Analytics, Inc.Its three answers, testimony: AI clause in the contract: Declared · Data-processing addendum: Declared · Published AI-use statement: DeclaredSupplies: Audit data analytics softwareSpend category: Software and cloud servicesClient data it touches: confidentialSpend by period: 1 October 2023 to 30 September 2024, $91,200; 1 October 2024 to 30 September 2025, $95,000; 1 October 2025 to 30 September 2026, $98,800Contract or renewal date: not recordedAI use observed: none recordedVendor questionnaire, October 2026; spend from intake/expense-export.csv
  • 0038 Confera Video, Inc.Its three answers, testimony: AI clause in the contract: Absent · Data-processing addendum: Absent · Published AI-use statement: DeclaredSupplies: Video meetings, with a transcription feature and an assistantSpend category: Software and cloud servicesClient data it touches: confidentialSpend by period: 1 October 2023 to 30 September 2024, $65,280; 1 October 2024 to 30 September 2025, $68,000; 1 October 2025 to 30 September 2026, $70,720Contract or renewal date: 28 February 2027AI use observed: Transcription switched on for one partner's client calls since June 2026; an assistant used for drafting.Vendor questionnaire, October 2026; spend from intake/expense-export.csv
  • 0041 Signet E-Sign, Inc.Its three answers, testimony: AI clause in the contract: Declared · Data-processing addendum: Declared · Published AI-use statement: DeclaredSupplies: Electronic signatures for engagement letters and returnsSpend category: Software and cloud servicesClient data it touches: confidential, regulatedSpend by period: 1 October 2023 to 30 September 2024, $52,800; 1 October 2024 to 30 September 2025, $55,000; 1 October 2025 to 30 September 2026, $57,200Contract or renewal date: not recordedAI use observed: none recordedVendor questionnaire, October 2026; spend from intake/expense-export.csv
  • 0409 Brightwell Labs, Inc.Its three answers, testimony: AI clause in the contract: Absent · Data-processing addendum: Absent · Published AI-use statement: DeclaredSupplies: BrightChat, a consumer chatbotSpend category: Software and cloud servicesClient data it touches: regulated, confidentialSpend by period: 1 October 2023 to 30 September 2024, $180; 1 October 2024 to 30 September 2025, $660; 1 October 2025 to 30 September 2026, $720Contract or renewal date: not recordedAI use observed: Consumer chatbot used by staff on personal accounts, and by a tax partner on a paid account of his own for the briefing assistant he built.Vendor questionnaire, October 2026; spend from intake/expense-export.csv
  • 0410 Corvid AI, Inc.Its three answers, testimony: AI clause in the contract: Absent · Data-processing addendum: Absent · Published AI-use statement: DeclaredSupplies: Corvid Assistant, a consumer chatbotSpend category: Software and cloud servicesClient data it touches: confidentialSpend by period: 1 October 2023 to 30 September 2024, $80; 1 October 2024 to 30 September 2025, $380; 1 October 2025 to 30 September 2026, $480Contract or renewal date: not recordedAI use observed: Consumer chatbot used by audit managers.Vendor questionnaire, October 2026; spend from intake/expense-export.csv
  • 0411 Tessellate, Inc.Its three answers, testimony: AI clause in the contract: Absent · Data-processing addendum: Absent · Published AI-use statement: DeclaredSupplies: Tessellate Slides, an AI presentation serviceSpend category: Software and cloud servicesClient data it touches: internalSpend by period: 1 October 2024 to 30 September 2025, $240; 1 October 2025 to 30 September 2026, $480Contract or renewal date: not recordedAI use observed: none recordedVendor questionnaire, October 2026; spend from intake/expense-export.csv
  • 0412 Orrin Technologies, Inc.Its three answers, testimony: AI clause in the contract: Absent · Data-processing addendum: Absent · Published AI-use statement: AbsentSupplies: Orrin Notes, an AI note-taking serviceSpend category: Software and cloud servicesClient data it touches: confidentialSpend by period: 1 October 2024 to 30 September 2025, $128; 1 October 2025 to 30 September 2026, $180Contract or renewal date: not recordedAI use observed: none recordedVendor questionnaire, October 2026; spend from intake/expense-export.csv
  • 0005 Busy Season Staffing, Inc.Its three answers, testimony: AI clause in the contract: Absent · Data-processing addendum: Absent · Published AI-use statement: AbsentSupplies: Seasonal tax and audit staffSpend category: Staffing and recruitingClient data it touches: regulated, confidentialSpend by period: 1 October 2023 to 30 September 2024, $499,200; 1 October 2024 to 30 September 2025, $520,000; 1 October 2025 to 30 September 2026, $540,800Contract or renewal date: not recordedAI use observed: none recordedVendor questionnaire, October 2026; spend from intake/expense-export.csv
  • 0020 Harbor & Pine RecruitingIts three answers, testimony: AI clause in the contract: Absent · Data-processing addendum: Absent · Published AI-use statement: AbsentSupplies: Recruiting for experienced hiresSpend category: Staffing and recruitingClient data it touches: none recordedSpend by period: 1 October 2023 to 30 September 2024, $201,600; 1 October 2024 to 30 September 2025, $210,000; 1 October 2025 to 30 September 2026, $218,400Contract or renewal date: not recordedAI use observed: none recordedVendor questionnaire, October 2026; spend from intake/expense-export.csv
  • 0007 Brushy Mountain IT Services LLCIts three answers, testimony: AI clause in the contract: Absent · Data-processing addendum: Declared · Published AI-use statement: AbsentSupplies: Managed information technology servicesSpend category: Information technology services and hardwareClient data it touches: confidential, regulatedSpend by period: 1 October 2023 to 30 September 2024, $403,200; 1 October 2024 to 30 September 2025, $420,000; 1 October 2025 to 30 September 2026, $436,800Contract or renewal date: not recordedAI use observed: none recordedVendor questionnaire, October 2026; spend from intake/expense-export.csv
  • 0009 Sandhills Computer Supply, Inc.Its three answers, testimony: AI clause in the contract: Absent · Data-processing addendum: Declared · Published AI-use statement: AbsentSupplies: Laptops, monitors and peripheralsSpend category: Information technology services and hardwareClient data it touches: none recordedSpend by period: 1 October 2023 to 30 September 2024, $364,800; 1 October 2024 to 30 September 2025, $380,000; 1 October 2025 to 30 September 2026, $395,200Contract or renewal date: not recordedAI use observed: none recordedVendor questionnaire, October 2026; spend from intake/expense-export.csv
  • 0011 Crescent Travel ManagementIts three answers, testimony: AI clause in the contract: Absent · Data-processing addendum: Absent · Published AI-use statement: AbsentSupplies: Corporate travel bookingSpend category: Travel and lodgingClient data it touches: none recordedSpend by period: 1 October 2023 to 30 September 2024, $326,400; 1 October 2024 to 30 September 2025, $340,000; 1 October 2025 to 30 September 2026, $353,600Contract or renewal date: not recordedAI use observed: none recordedVendor questionnaire, October 2026; spend from intake/expense-export.csv
  • 0027 Pamlico Hospitality GroupIts three answers, testimony: AI clause in the contract: Absent · Data-processing addendum: Absent · Published AI-use statement: AbsentSupplies: Hotel stays for client travelSpend category: Travel and lodgingClient data it touches: none recordedSpend by period: 1 October 2023 to 30 September 2024, $144,000; 1 October 2024 to 30 September 2025, $150,000; 1 October 2025 to 30 September 2026, $156,000Contract or renewal date: not recordedAI use observed: none recordedVendor questionnaire, October 2026; spend from intake/expense-export.csv
  • 0029 Uptown Parking ServicesIts three answers, testimony: AI clause in the contract: Absent · Data-processing addendum: Absent · Published AI-use statement: AbsentSupplies: Staff parking at the Charlotte officeSpend category: Travel and lodgingClient data it touches: none recordedSpend by period: 1 October 2023 to 30 September 2024, $124,800; 1 October 2024 to 30 September 2025, $130,000; 1 October 2025 to 30 September 2026, $135,200Contract or renewal date: not recordedAI use observed: none recordedVendor questionnaire, October 2026; spend from intake/expense-export.csv
  • 0015 Carolina Lowland PowerIts three answers, testimony: AI clause in the contract: Absent · Data-processing addendum: Absent · Published AI-use statement: AbsentSupplies: Electricity for the six officesSpend category: Facilities and utilitiesClient data it touches: none recordedSpend by period: 1 October 2023 to 30 September 2024, $249,600; 1 October 2024 to 30 September 2025, $260,000; 1 October 2025 to 30 September 2026, $270,400Contract or renewal date: not recordedAI use observed: none recordedVendor questionnaire, October 2026; spend from intake/expense-export.csv
  • 0019 Edisto Facility ServicesIts three answers, testimony: AI clause in the contract: Absent · Data-processing addendum: Absent · Published AI-use statement: AbsentSupplies: Cleaning and janitorial servicesSpend category: Facilities and utilitiesClient data it touches: none recordedSpend by period: 1 October 2023 to 30 September 2024, $201,600; 1 October 2024 to 30 September 2025, $210,000; 1 October 2025 to 30 September 2026, $218,400Contract or renewal date: not recordedAI use observed: none recordedVendor questionnaire, October 2026; spend from intake/expense-export.csv
  • 0026 Davidson Office InteriorsIts three answers, testimony: AI clause in the contract: Absent · Data-processing addendum: Absent · Published AI-use statement: AbsentSupplies: Office furnitureSpend category: Facilities and utilitiesClient data it touches: none recordedSpend by period: 1 October 2023 to 30 September 2024, $144,000; 1 October 2024 to 30 September 2025, $150,000; 1 October 2025 to 30 September 2026, $156,000Contract or renewal date: not recordedAI use observed: none recordedVendor questionnaire, October 2026; spend from intake/expense-export.csv
  • 0037 Neuse Security SystemsIts three answers, testimony: AI clause in the contract: Absent · Data-processing addendum: Absent · Published AI-use statement: AbsentSupplies: Building access and alarm monitoringSpend category: Facilities and utilitiesClient data it touches: none recordedSpend by period: 1 October 2023 to 30 September 2024, $67,200; 1 October 2024 to 30 September 2025, $70,000; 1 October 2025 to 30 September 2026, $72,800Contract or renewal date: not recordedAI use observed: none recordedVendor questionnaire, October 2026; spend from intake/expense-export.csv
  • 0016 Haywood & Lusk LLPIts three answers, testimony: AI clause in the contract: Absent · Data-processing addendum: Declared · Published AI-use statement: AbsentSupplies: Outside legal counselSpend category: Professional servicesClient data it touches: confidentialSpend by period: 1 October 2023 to 30 September 2024, $249,600; 1 October 2024 to 30 September 2025, $260,000; 1 October 2025 to 30 September 2026, $270,400Contract or renewal date: not recordedAI use observed: none recordedVendor questionnaire, October 2026; spend from intake/expense-export.csv
  • 0035 Quality Review PartnersIts three answers, testimony: AI clause in the contract: Absent · Data-processing addendum: Declared · Published AI-use statement: AbsentSupplies: Peer review of the audit practiceSpend category: Professional servicesClient data it touches: confidentialSpend by period: 1 October 2023 to 30 September 2024, $72,000; 1 October 2024 to 30 September 2025, $75,000; 1 October 2025 to 30 September 2026, $78,000Contract or renewal date: not recordedAI use observed: none recordedVendor questionnaire, October 2026; spend from intake/expense-export.csv
  • 0408 Mortar Cloud LLCIts three answers, testimony: AI clause in the contract: Absent · Data-processing addendum: Absent · Published AI-use statement: AbsentSupplies: The Step Zero engagement and the twin (the assessor)Spend category: Professional servicesClient data it touches: confidential, regulated, internalSpend by period: 1 October 2025 to 30 September 2026, $3,750Contract or renewal date: not recordedAI use observed: none recordedMortar Cloud appears on every client's ring as a self-declared vendor and answers its own three questions. As of this record the engagement letter has no AI clause, the four-class data schedule is not yet written, and no AI-use statement is published; each answer changes to declared when that document exists. Its evidence is the client's access log once the portal exists.declared itself to the firmSelf-declared by Mortar Cloud LLC, 2026-10-14
  • 0018 Carolina CPE InstituteIts three answers, testimony: AI clause in the contract: Absent · Data-processing addendum: Absent · Published AI-use statement: AbsentSupplies: Continuing professional educationSpend category: Training and membershipsClient data it touches: none recordedSpend by period: 1 October 2023 to 30 September 2024, $220,800; 1 October 2024 to 30 September 2025, $230,000; 1 October 2025 to 30 September 2026, $239,200Contract or renewal date: not recordedAI use observed: none recordedVendor questionnaire, October 2026; spend from intake/expense-export.csv
  • 0034 Southeastern Practitioners AssociationIts three answers, testimony: AI clause in the contract: Absent · Data-processing addendum: Absent · Published AI-use statement: AbsentSupplies: Professional association duesSpend category: Training and membershipsClient data it touches: none recordedSpend by period: 1 October 2023 to 30 September 2024, $81,600; 1 October 2024 to 30 September 2025, $85,000; 1 October 2025 to 30 September 2026, $88,400Contract or renewal date: not recordedAI use observed: none recordedVendor questionnaire, October 2026; spend from intake/expense-export.csv
  • 0022 Uwharrie TelecomIts three answers, testimony: AI clause in the contract: Absent · Data-processing addendum: Absent · Published AI-use statement: AbsentSupplies: Telephone service and mobile devicesSpend category: TelecommunicationsClient data it touches: none recordedSpend by period: 1 October 2023 to 30 September 2024, $177,600; 1 October 2024 to 30 September 2025, $185,000; 1 October 2025 to 30 September 2026, $192,400Contract or renewal date: not recordedAI use observed: none recordedVendor questionnaire, October 2026; spend from intake/expense-export.csv
  • 0030 Saluda FiberIts three answers, testimony: AI clause in the contract: Absent · Data-processing addendum: Absent · Published AI-use statement: AbsentSupplies: Internet service for the six officesSpend category: TelecommunicationsClient data it touches: none recordedSpend by period: 1 October 2023 to 30 September 2024, $115,200; 1 October 2024 to 30 September 2025, $120,000; 1 October 2025 to 30 September 2026, $124,800Contract or renewal date: not recordedAI use observed: none recordedVendor questionnaire, October 2026; spend from intake/expense-export.csv
  • 0023 Fieldstone CreativeIts three answers, testimony: AI clause in the contract: Absent · Data-processing addendum: Absent · Published AI-use statement: AbsentSupplies: Marketing agency servicesSpend category: Marketing and printingClient data it touches: none recordedSpend by period: 1 October 2023 to 30 September 2024, $172,800; 1 October 2024 to 30 September 2025, $180,000; 1 October 2025 to 30 September 2026, $187,200Contract or renewal date: not recordedAI use observed: none recordedVendor questionnaire, October 2026; spend from intake/expense-export.csv
  • 0032 Pee Dee Printing CompanyIts three answers, testimony: AI clause in the contract: Absent · Data-processing addendum: Absent · Published AI-use statement: AbsentSupplies: Printing of proposals and client deliverablesSpend category: Marketing and printingClient data it touches: none recordedSpend by period: 1 October 2023 to 30 September 2024, $91,200; 1 October 2024 to 30 September 2025, $95,000; 1 October 2025 to 30 September 2026, $98,800Contract or renewal date: not recordedAI use observed: none recordedVendor questionnaire, October 2026; spend from intake/expense-export.csv
  • 0025 Wateree Benefits AdministrationIts three answers, testimony: AI clause in the contract: Absent · Data-processing addendum: Declared · Published AI-use statement: AbsentSupplies: Benefits administrationSpend category: Benefits and payroll administrationClient data it touches: internalSpend by period: 1 October 2023 to 30 September 2024, $153,600; 1 October 2024 to 30 September 2025, $160,000; 1 October 2025 to 30 September 2026, $166,400Contract or renewal date: not recordedAI use observed: none recordedVendor questionnaire, October 2026; spend from intake/expense-export.csv
  • 0028 Paystream Payroll ServicesIts three answers, testimony: AI clause in the contract: Absent · Data-processing addendum: Declared · Published AI-use statement: AbsentSupplies: Payroll processingSpend category: Benefits and payroll administrationClient data it touches: internalSpend by period: 1 October 2023 to 30 September 2024, $134,400; 1 October 2024 to 30 September 2025, $140,000; 1 October 2025 to 30 September 2026, $145,600Contract or renewal date: not recordedAI use observed: none recordedVendor questionnaire, October 2026; spend from intake/expense-export.csv
  • 0031 Piedmont Office Supply, Inc.Its three answers, testimony: AI clause in the contract: Absent · Data-processing addendum: Absent · Published AI-use statement: AbsentSupplies: Office suppliesSpend category: Office supplies, courier and postageClient data it touches: none recordedSpend by period: 1 October 2023 to 30 September 2024, $105,600; 1 October 2024 to 30 September 2025, $110,000; 1 October 2025 to 30 September 2026, $114,400Contract or renewal date: not recordedAI use observed: none recordedVendor questionnaire, October 2026; spend from intake/expense-export.csv
  • 0039 Catawba Courier ServiceIts three answers, testimony: AI clause in the contract: Absent · Data-processing addendum: Absent · Published AI-use statement: AbsentSupplies: Courier delivery of client documentsSpend category: Office supplies, courier and postageClient data it touches: none recordedSpend by period: 1 October 2023 to 30 September 2024, $57,600; 1 October 2024 to 30 September 2025, $60,000; 1 October 2025 to 30 September 2026, $62,400Contract or renewal date: not recordedAI use observed: none recordedVendor questionnaire, October 2026; spend from intake/expense-export.csv
  • 0042 Postmark Mailing ServicesIts three answers, testimony: AI clause in the contract: Absent · Data-processing addendum: Absent · Published AI-use statement: AbsentSupplies: Bulk mailing of organizers and returnsSpend category: Office supplies, courier and postageClient data it touches: none recordedSpend by period: 1 October 2023 to 30 September 2024, $49,920; 1 October 2024 to 30 September 2025, $52,000; 1 October 2025 to 30 September 2026, $54,080Contract or renewal date: not recordedAI use observed: none recordedVendor questionnaire, October 2026; spend from intake/expense-export.csv
  • 0036 Lowcountry Catering CompanyIts three answers, testimony: AI clause in the contract: Absent · Data-processing addendum: Absent · Published AI-use statement: AbsentSupplies: Catering for client and staff eventsSpend category: Meals and eventsClient data it touches: none recordedSpend by period: 1 October 2023 to 30 September 2024, $67,200; 1 October 2024 to 30 September 2025, $70,000; 1 October 2025 to 30 September 2026, $72,800Contract or renewal date: not recordedAI use observed: none recordedVendor questionnaire, October 2026; spend from intake/expense-export.csv
  • 0040 Yadkin Valley Conference CenterIts three answers, testimony: AI clause in the contract: Absent · Data-processing addendum: Absent · Published AI-use statement: AbsentSupplies: The annual partner retreatSpend category: Meals and eventsClient data it touches: none recordedSpend by period: 1 October 2023 to 30 September 2024, $57,600; 1 October 2024 to 30 September 2025, $60,000; 1 October 2025 to 30 September 2026, $62,400Contract or renewal date: not recordedAI use observed: none recordedVendor questionnaire, October 2026; spend from intake/expense-export.csv

Operator lens

The AI I may meet at work, and its passport

The register holds 11 agents. 3 of 11 were approved before discovery found them. 3 of 11 have a named owner, and 0 have every passport attribute declared.

  • HRL-TAX-RET-0001
    Prior-year return summarization

    Tax staff, at least four known, photograph a client's prior-year return and upload it to a consumer chatbot on personal accounts to summarize carryforwards. The images carry names, addresses and taxpayer identification numbers.

    Who answers for it
    no owner
    What it is for
    not declared
    How far it acts on its own
    not declared
    Where a person checks
    not declared
    Next review
    not declared
    The platform's own name for it
    not declared
    Hollister Reed kit, 03-discovery-and-register.md, the register as found

  • HRL-AUD-MLT-0002
    Management letter drafting

    Two audit managers paste client-confidential audit findings into a consumer chatbot, one on a paid personal subscription, to draft management letters.

    Who answers for it
    no owner
    What it is for
    not declared
    How far it acts on its own
    not declared
    Where a person checks
    not declared
    Next review
    not declared
    The platform's own name for it
    not declared
    Hollister Reed kit, 03-discovery-and-register.md, the register as found

  • HRL-ADV-TRN-0003
    Client-call transcription

    A partner's assistant enabled the meeting tool's AI transcription for all of that partner's client calls in June. No client has been told, and the vendor stores the transcripts under the assistant's account.

    Who answers for it
    no owner
    What it is for
    not declared
    How far it acts on its own
    not declared
    Where a person checks
    not declared
    Next review
    not declared
    The platform's own name for it
    not declared
    Hollister Reed kit, 03-discovery-and-register.md, the register as found

  • HRL-MKT-PRO-0004
    Proposal drafting

    Marketing, two people, drafts proposals from prior proposals with a consumer chatbot. Informally allowed; the one use with a written process. No client data.

    Who answers for it
    Nora Castillo
    What it is for
    not declared
    How far it acts on its own
    not declared
    Where a person checks
    not declared
    Next review
    not declared
    The platform's own name for it
    not declared
    Hollister Reed kit, 03-discovery-and-register.md, the register as found

  • HRL-IT-CPL-0005
    Copilot pilot

    Twenty licensed users, eighteen active, in the firm's own tenant. The only sanctioned use; it has no written scope and no review date.

    Who answers for it
    Luis Herrera
    What it is for
    not declared
    How far it acts on its own
    not declared
    Where a person checks
    not declared
    Next review
    not declared
    The platform's own name for it
    not declared
    Hollister Reed kit, 03-discovery-and-register.md, the register as found

  • HRL-TAX-RSH-0006
    Rule explanation and research

    Widespread: 71 percent of staff use an AI tool on client work at least weekly, most often to summarize documents or explain a tax or accounting rule, sometimes with a client's fact pattern.

    Who answers for it
    no owner
    What it is for
    not declared
    How far it acts on its own
    not declared
    Where a person checks
    not declared
    Next review
    not declared
    The platform's own name for it
    not declared
    Hollister Reed kit, 03-discovery-and-register.md, the register as found

  • HRL-ADV-EML-0007
    Email and memo drafting

    Widespread drafting of emails and memos with consumer chatbots and the meeting tool's assistant, often with client names.

    Who answers for it
    no owner
    What it is for
    not declared
    How far it acts on its own
    not declared
    Where a person checks
    not declared
    Next review
    not declared
    The platform's own name for it
    not declared
    Hollister Reed kit, 03-discovery-and-register.md, the register as found

  • HRL-IT-CPL-0008
    Copilot pilot license, departed user

    A pilot license still active for a user who has left the firm. Nobody is accountable for it.

    Who answers for it
    no owner
    What it is for
    not declared
    How far it acts on its own
    not declared
    Where a person checks
    not declared
    Next review
    not declared
    The platform's own name for it
    not declared
    Hollister Reed kit, 03-discovery-and-register.md, the register as found

  • HRL-IT-CPL-0009
    Copilot pilot license, departed user

    A second pilot license still active for a user who has left the firm. Nobody is accountable for it.

    Who answers for it
    no owner
    What it is for
    not declared
    How far it acts on its own
    not declared
    Where a person checks
    not declared
    Next review
    not declared
    The platform's own name for it
    not declared
    Hollister Reed kit, 03-discovery-and-register.md, the register as found

  • HRL-TAX-BRF-0010
    Returning-client briefing

    A tax partner built this assistant on his own, on a paid chatbot account charged to his company card and coded to research under the software approval line, so the firm's records show it in the ledger and nowhere else. He can say in one sentence what it is for, the tax group knows it is his, and he fixes it when it is wrong. His reason for it, that returning clients get their returns sooner, has never been tested. It is a different use from the tax staff's prior-year return summaries on personal accounts.

    Who answers for it
    A tax partner
    What it is for
    Summarize a returning client's prior-year file before the first meeting of the season, so that the partner does not open the meeting by reading it.
    How far it acts on its own
    not declared
    Where a person checks
    not declared
    Next review
    not declared
    The platform's own name for it
    not declared
    Added for the demonstration: the expense records show the account, and the partner described the use in a discovery interview; the kit's register does not hold it

  • HRL-FIN-MSG-0011
    Routine client message answering

    An administrator in client services connected an assistant to the firm's client system, through a feature the system already offered, so that it answers the routine messages clients send every day: where is my return, what do you still need from me, when is my appointment. Nobody approved it, and because it costs nothing extra the ledger never shows it; the inventory found it by asking. The hours it saves her are the only thing anyone has measured, and nobody has measured whether its answers are right.

    Who answers for it
    no owner
    What it is for
    not declared
    How far it acts on its own
    not declared
    Where a person checks
    not declared
    Next review
    not declared
    The platform's own name for it
    not declared
    Added for the demonstration: found by asking people in the discovery interviews; it costs nothing extra, so the expense records do not show it, and the kit's register does not hold it

AI tools with no agent, no owner and no Tail Number

5 of 12 AI tools in the record are called by no agent in the register.

  • Document summarizationSupplied by Archway Document Management, Inc.The document management system's AI summarization feature, not in use as found: it has no data-handling addendum.Hollister Reed kit, 03-discovery-and-register.md and 05-permitted-use-matrix.md
  • Orrin Notes (EMP-0142)Supplied by Orrin Technologies, Inc.Orrin Notes, an AI note-taking service from Orrin Technologies, Inc., charged monthly on EMP-0142's company card from 2024-11-16 to 2026-09-16, 23 charges, at most 7.50 a month. No agent in the register calls a tool this vendor supplies.intake/expense-export.csv
  • Orrin Notes (EMP-0267)Supplied by Orrin Technologies, Inc.Orrin Notes, an AI note-taking service from Orrin Technologies, Inc., charged monthly on EMP-0267's company card from 2025-04-19 to 2026-09-19, 18 charges, at most 7.50 a month. No agent in the register calls a tool this vendor supplies.intake/expense-export.csv
  • Tessellate Slides (EMP-0012)Supplied by Tessellate, Inc.Tessellate Slides, an AI presentation service from Tessellate, Inc., charged monthly on EMP-0012's company card from 2025-02-22 to 2026-09-22, 20 charges, at most 20.00 a month. No agent in the register calls a tool this vendor supplies.intake/expense-export.csv
  • Tessellate Slides (EMP-0350)Supplied by Tessellate, Inc.Tessellate Slides, an AI presentation service from Tessellate, Inc., charged monthly on EMP-0350's company card from 2025-06-25 to 2026-09-25, 16 charges, at most 20.00 a month. No agent in the register calls a tool this vendor supplies.intake/expense-export.csv

The register, at day ninety

12 January 2027, ninety days after as found, at the re-measurement

SponsorWhat AI the firm now sanctions ControllerThe register reconciled to the second export OperatorThe passports, now filled in

The record holds no re-measurement yet. Nothing in it is dated after the as-found state of 14 October 2026, so this state draws no entry until entries dated on or before 12 January 2027 are recorded.

The register, one year ahead, projected

14 October 2027; every entry in this state is a projection

SponsorWhat the register is expected to hold ControllerThe register expected at the next annual review OperatorThe tools I am expected to use

The record holds no projection of what this view draws, so this state draws no entry. A projection enters the record with its assumptions, and only then is it drawn here.

Assumptions behind this projection

No projection is recorded, so no assumption stands behind one.