Security & Audit Disclosures

What the Pipeline Audit does when it evaluates your firm's intake: which channels it touches, how contact is made, what gets recorded, and how to stop it.

Version 1.0
Last updated August 15, 2026
Applies to all Pipeline Audit engagements

How the Pipeline Audit contacts your firm#

With your firm's written authorization in the service agreement, PipelineLift places a limited number of simulated prospective-client inquiries to the phone numbers, web forms, chat widgets, and email addresses your firm publicly advertises for prospective-client contact. Message volume is minimal — typically fewer than ten messages per audit.

Phone

Numbers your firm publicly advertises for prospective clients.
Web forms

Public intake and contact forms on your website.
Chat

Live chat widgets running on your public pages.
Email

Published intake addresses for prospective-client contact.

Channels in scope — nothing outside this list is contacted.

Automated and AI-assisted contact

Evaluation inquiries may be placed or conducted using automated systems, including artificial or prerecorded voice and AI-assisted conversational agents. To preserve the integrity of the evaluation, evaluators do not identify themselves as evaluators or as automated systems during contact.

Recording and analysis

Evaluation communications may be recorded, transcribed, and analyzed automatically, as consented to in the service agreement. Clients are responsible for any internal notice to their personnel required by applicable law.

Scope and Withdrawal#

Evaluation contact is limited to the intake channels your firm publicly advertises, for the duration of the audit engagement. Consent can be withdrawn at any time by written notice — or, for SMS, by replying STOP, which is honored immediately. Anything not yet evaluated at withdrawal is reported as "not assessed," never inferred.

Evaluating an AI Intake Vendor?

Use the same diligence checklist we hand to firms reviewing this category — including when they're reviewing us.

Download the 12 Questions PDF PDF · No email required

Questions#

Disclaimer: Results vary by firm. PipelineLift does not guarantee specific revenue, case volume, or business outcomes, and performance depends on your firm's marketing, operations, and implementation.