Checking whether a client account is confidential before publishing a case study or sharing details externally

• Search the CRM to find the account record, primary contact details, and current contract status.
• Open the document repository or legal folder to locate the original master services agreement and any custom addendums.
• Scan the legal agreement text manually to find clauses related to publicity, marketing consent, or confidentiality.
• Check internal communication channels or email history to see if any account manager previously discussed public references with the client.
• Draft an email to the legal or account management team to request explicit written sign-off for publication.
• Wait for a reply, and if approved, save the written confirmation in the project folder.

Hunting through dense legal documents and old email threads to find a definitive answer on whether marketing consent was ever granted.

1. You

   1. Assemble the account record and source documents

   Confirm the correct customer account, then gather the current contract, amendments, release forms, and relevant client communications in one working folder. Do not rely on summaries when the signed source document is available.

2. AI

   2. Extract confidentiality and publicity language

   Have AI identify and quote clauses covering confidentiality, publicity, marketing references, logos, case studies, named results, and required approvals. Ask it to label uncertain or missing language rather than infer that consent exists.

3. AI

   3. Find evidence of client permission

   Have AI search the supplied emails and internal messages for written permission, restrictions, withdrawn consent, or requests for prior review. It should link each finding to its source and distinguish client authorization from an internal assumption or informal discussion.

4. AI

   4. Prepare a consent evidence brief

   Have AI organize the contract language, permission evidence, account status, proposed publication details, and unresolved gaps into a brief. The brief should state plainly when the available records do not establish permission; AI cannot make the legal determination itself.

5. You

   5. Decide whether publication can proceed

   The responsible account, legal, or compliance owner must choose to approve, require client review, or hold publication based on the source evidence and internal policy. If explicit authorization is absent or the terms conflict, the consequence is a publication hold until written sign-off or legal guidance is obtained.

6. You

   6. Record the decision and release conditions

   Save the evidence brief, decision, approver, date, permitted details, and any client-review requirements in the account or project folder. If approval is conditional, share only the approved version and retain the written release with the final materials.

• Identifying which accounts are ready for an expansion conversation based on their product usage and feature adoption data.
• Prepare a quarterly business review deck for a customer account using product usage data and past support tickets
• spot which accounts are at renewal risk before the renewal call