Partner guide

Reviewed through September 2, 2026

Briard-AI Partner is a sales-assisted monthly subscription for RPOs, MSPs, vCISOs, and compliance advisors managing separate client organizations.

Current entitlement

• $99 per client organization per month.
• Three AI systems included per client organization.
• Each additional AI system is $40 per month; there is no hard AI-system limit.
• Core, CMMC, TRAIGA, and HIPAA artifact packs.
• Partner Console.
• White-label exports.

The Partner plan is not available through self-service Checkout. Contact Briard-AI to confirm the client count, subscription terms, and workspace owner. The Billing responsibility setting in the Partner Console is an operating record only; changing it does not charge a card, transfer a subscription, or change the sales-assisted agreement.

Buyer brief

Partner helps an advisor use a repeatable metadata-only workflow across isolated clients. Each client keeps its own AI inventory, attestations, evidence references, packages, and ledger history. Briard-AI supports the advisor's documentation work; it does not make the advisor an assessor or establish a client's legal/compliance result.

What the Partner Console does

• Creates one client workspace or several client workspaces at once.
• Shows persisted client rollups for AI systems, documentation, evidence, and open findings.
• Opens an isolated client workspace and provides a clear return path to the Partner Console.
• Records whether the Partner firm or client is responsible for billing and stores the client-facing brand name.
• Grants a named Partner-workspace member a client role, with optional expiration, and revokes that access when work ends.
• Keeps append-only activity records for client creation, setting changes, access grants, and revocations.
• Generates client review packages in the client workspace and downloads partner-branded PDF and JSON exports.

Client records stay in the client tenant. The Partner Console uses organization and access metadata to manage the relationship; it does not merge one client's inventory, evidence, or packages into another client's workspace.

Console workflow

1. Open Partner Console and confirm the client count and rollup.
2. Choose Add clients to create one workspace or paste a reviewed batch of client rows.
3. In Settings, select the client, record billing responsibility, and enter the client-facing brand name. Saving this setting does not perform a charge or subscription transfer.
4. In Access, select an existing member of the Partner workspace, choose the least-privileged client role, add an end date when appropriate, and grant access.
5. Choose Open workspace for the client. Confirm the client-workspace banner before adding records.
6. Add only permitted metadata and evidence references. Do not paste regulated payloads, credentials, secrets, or customer content into metadata fields.
7. Open Review packages, choose the audience and AI system, and generate the package.
8. Download the PDF or JSON export. Confirm the client-facing brand, artifact ID, system, generated time, and manifest hash before sharing it.
9. Return to the Partner Console, review Activity, and revoke advisor access when the engagement ends.

Access and review safeguards

• Use a named account for every advisor; do not share credentials.
• Grant the smallest role needed: view, help with records, or manage workspace.
• Recheck the active client banner after every workspace switch.
• Treat an expired or revoked delegation as closed; create a new reviewed grant if access is needed again.
• Review every exported package before sending it to a client, assessor, insurer, or counsel.
• Briard-AI packages are compliance-support material, not legal advice, certification, or an assessor determination.

Onboarding checklist

1. Confirm intended client count, use case, and accountable Partner owner.
2. Confirm the metadata-only boundary and prohibited customer data.
3. Review the monthly per-client price, the three systems included per client organization, and the $40 monthly price for every additional system. Confirm the added monthly amount before increasing capacity.
4. Provision and test each isolated client organization.
5. Confirm the named people who may switch between client workspaces and their least-privileged roles.
6. Review the billing-responsibility record and branding before any white-label export is shared.
7. Generate, review, download, and locally verify one fictional metadata-only package.
8. Revoke the fictional advisor grant and confirm the activity history.
9. Record the support and escalation contacts.

Fictional white-label sample

Download the fictional sample. It contains no real customer, credential, tenant, or regulated data.

Request onboarding

Email support@briard-ai.app. The public inquiry click is measured only when analytics permission has been granted; the email message itself is not sent to analytics.