- Controllers appointing cloud, software, hosting, onboarding, support or analytics providers
- Processors formalising customer-facing terms and subprocessor controls
- Regulated businesses reviewing critical technology arrangements

Data Processing & Technology-Vendor Pack
A coordinated processor, security and technology-vendor document set aligned to actual services, data flows and operational accountability.
- Drafting before the systems, data, locations and roles are mapped
- Replacing technical security assessment or vendor financial diligence
- Assuming a signed addendum cures operational gaps
Defined deliverables, prepared on verified instructions.
- 01
Controller–processor or processor–subprocessor schedule
- 02
Security and incident-notification schedule
- 03
Data-location, transfer, subprocessor, assistance and deletion terms
- 04
Vendor agreement issue list and one consolidated comment round
Use the vendor checklist or send a scope request
Map roles, systems, data and locations
Complete conflicts and engagement checks
Draft, review and finalise the coordinated pack
Send only a concise, non-confidential outline at first contact. Client identity, conflicts, engagement terms and the secure exchange route are confirmed before substantive material is reviewed.
Tell us the decision, parties and timetable.
The firm ordinarily responds within one business day. No advocate–client relationship arises until engagement is confirmed in writing.
Timing and fees shown assume a standard scope and complete instructions. They are not a quotation or promise of availability. The written engagement terms govern the mandate. Read the website terms.