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Consultant View
Engagement Dashboard + New Engagement Good morning, Alex You have 4 active engagements and 12 pending tasks Active Engagements 4 Pending Reviews 7 Reports in Draft 3 Completed This Month 2 Active Engagements TC Target Company Inc. Cybersecurity Maturity Assessment • Comprehensive Phase 2: Interviews Progress 45% 📄 52/87 docs 🎤 6/18 interviews ❓ 142/186 questions Open → FT FinTech Solutions Ltd. Privacy & Compliance Assessment • Standard Phase 3: Analysis Progress 72% Open → GH Global Healthcare Corp. Phase 4: Report MP MegaPharma Industries Phase 1: Kickoff 📄 Target Company Inc. uploaded SOC 2 Report 2 hours ago
Consultant View
Comprehensive Report SOW TC Target Company Inc. Generate SOW ✨ Statement of Work Configuration Configure engagement parameters to generate SOW document Engagement Type * Cybersecurity Maturity Assessment Assessment Tier * Snapshot Assessment Comprehensive Scope Modules ✓ Cybersecurity Assessment ✓ Privacy & Compliance ✓ Technology Assessment Estimated Investment $85,000 - $120,000 SOW Preview STATEMENT OF WORK Cybersecurity Maturity Assessment CLIENT: Target Company Inc. 1. EXECUTIVE SUMMARY This Statement of Work outlines the terms and conditions for a comprehensive cybersecurity maturity assessment... 2. SCOPE OF SERVICES • Cybersecurity posture assessment across 22 domains • Privacy and regulatory compliance evaluation • Technology stack and architecture review
Consultant View
Comprehensive Report Engagement Plan TC Target Company Inc. Overall Engagement Progress 45% Complete Current Phase 2/7 Interviews Stakeholders 8/12 Confirmed Quality Gates 3/8 Passed Open Risks 5 Days Remaining 28 Target Company - Cybersecurity Maturity Assessment Timeline & Phases complete Kickoff & Planning Engagement initiation including kickoff meeting, stakeholder alignment ✓ Kickoff Meeting Complete active Document Collection & Review 10 days pending Baseline Interview Execution
Consultant View
Comprehensive Report Documents TC Target Company Inc. Document Library Manage document requests and track uploads from the client Total Requests 87 Received 52 (60%) Pending 28 + Add Request DRL-0001 P0 SOC 2 Type II Report Received Most recent SOC 2 Type II examination report including auditor opinion DRL-0002 P0 Information Security Policy Received DRL-0003 P1 Network Architecture Diagrams Pending DRL-0004 P1 Penetration Test Results Pending
Client View
Client Portal Dashboard Questions Documents Meetings JS Welcome back, John Cybersecurity Maturity Assessment • Target Company Inc. Overall Progress 45% ⚠️ You have 8 pending action items • 5 questions to answer • 3 documents to upload View All → Questions Assigned to You 23 / 38 answered Documents Pending 7 to upload Upcoming Meetings 2 this week Questions Assigned to You High Priority What is your current data retention policy for customer PII? Answer → High Priority Describe your incident response process and average response times. Answer →
Client View
Client Portal Questions Cybersecurity Maturity Assessment Question 4 of 24 • Using AI Assistant PRI-DP-001 Data Privacy AI Assist Describe your organization's data classification framework and how it's implemented. Your Answer: Our organization uses a four-tier data classification system: • Public - Information approved for external sharing • Internal - General business information for employees • Confidential - Sensitive business data requiring protection • Restricted - Highly sensitive data (PII, financial, trade secrets) Submit & Next → ✨ AI Writing Assistant Powered by LLM AI Assistant I can help you craft a comprehensive response about your data classification framework. Here are some points to consider including: Can you help me expand on how we enforce classification through our DLP tools? AI Great question! Here's a suggested expansion for your DLP enforcement section: "Our DLP implementation includes automated scanning of emails, file shares, and cloud storage. Policies are configured to detect and block transmission of Restricted data outside..." Insert Text ↗
Consultant View
Comprehensive Report Findings TC Target Company Inc. + Add Finding Total Findings 276 Critical 12 High 38 Medium 89 Low 137 ID Finding Domain Severity SEC-001 Insufficient Access Control Implementation Role-based access controls lack granular permissions Access Control Critical SEC-002 Missing Multi-Factor Authentication MFA not enforced for privileged accounts or remote access Identity Management Critical SEC-003 Outdated Vulnerability Management Process High PRI-001 Incomplete Data Inventory High Showing 1-5 of 276 findings
Consultant View
Comprehensive Report Closeout TC Target Company Inc. Cybersecurity Maturity Assessment • ENG-2026-0142 ✓ Delivered Complete Closeout Engagement Closeout Progress 75% Complete 9 of 12 items verified Engagement Duration 42 days Budget Performance 98% $94.5K / $96K Deliverables 5/5 All Accepted Client Satisfaction 4.8 / 5.0 ★★★★★ Final Invoice $94,500 Paid 📋 Engagement Governance 4/4 ✓ ✓ All Deliverables Accepted Client has formally accepted all 5 deliverables Verified by: Sarah Chen • Jan 20, 2026 ✓ Knowledge Transfer Completed All findings and recommendations transferred 📝 Regulatory & Compliance 3/4 ✍️ Firm Governance & Sign-offs 2/4
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