Revenue Assurance - Data Handling & Engagement Terms
Plain-English founding terms designed to keep scope, evidence and data handling explicit.
1. Service boundary
The audit compares client-supplied operational, billing and commercial records to identify evidence-backed discrepancies for review. WorkBeacon does not act as accountant, lawyer, debt collector or invoice approver, does not change source systems and does not determine contractual entitlement.
2. Founding scope
Unless otherwise agreed in writing: one legal entity; one 90-day period; one completed-work export; one invoice/credit export; one commercial/rate/quote export; and a reasonable founding-pilot record volume.
3. Data minimisation
Clients should remove unnecessary personal data before upload. Consistent pseudonymous IDs are preferred. Never send passwords, authentication secrets, card data or unrelated sensitive records.
4. Secure transfer and storage
Paid-audit datasets use an invite-only secure upload route with TLS in transit, private storage, public access blocked, encryption at rest, short-lived upload permission and engagement-specific paths.
5. Retention
Default retention is the minimum needed to complete the audit and immediate clarification, with a maximum target of 30 days after final delivery unless a shorter period is agreed or deletion is requested earlier.
6. Confidentiality and processors
WorkBeacon will treat client audit data as confidential and use it only for the agreed service. Where personal data is processed on behalf of a client, required controller/processor terms and relevant subprocessor information must be in place.
7. Evidence standard
Findings are classified as Grade A, Grade B, Grade C, Opportunity, Control issue or Data issue. A discrepancy is not described as recovered cash unless the client later confirms that outcome. WorkBeacon may conclude the evidence is insufficient.
8. Founding fee and guarantee
Founding fee: £295 for each of the first three qualifying businesses. If the audit does not identify at least £295 of Grade A and/or Grade B commercial discrepancies requiring client review, the £295 audit fee is refundable. This is not a guarantee any amount is legally due, invoiceable or recoverable.
9. Client responsibilities
The client remains responsible for source completeness, validating findings against contracts/source systems, deciding whether to invoice or credit, and ensuring it has authority to share the data.
10. Deliverables
Executive summary, Revenue Assurance Register, Priority Actions and Leakage/Control Pattern Report, delivered asynchronously.
11. Reliance
This is an evidence-led commercial review, not a statutory audit or substitute for legal, tax or accounting advice.
12. Acceptance
The final engagement email/order should identify the client, period, record-volume boundary, fee and any deviations. Scope, retention or data-handling changes should be agreed in writing before additional data is processed.