How your records are handled.
For the Unbilled Work Review: before any record is shared, a written agreement names who may access it, which providers process it, what it's used for, and how it's deleted. Nothing below replaces that agreement.
Decisions stay with you
- Your controller decides every proposed charge
- Only your controller can mark work as waived
Findings go to the person you name.
What we never do
- Contact your clients
- Send invoices or change your systems
- Use one customer's records for another
- Publish anything about your business
Handling
- How records arrive
- You export them to the folder named in the agreement — one you control, or one we set up for your review. No email attachments, no access to your systems or inbox.
- Redaction
- We agree which fields and contract terms the review needs before signing. You may redact unrelated information and use consistent client codes. What to export →
- Software
- Our software (Relay, Miko's internal tool) uses AI models to help read and match your records. The agreement lists those providers, with their retention and training terms, before you send anything.
- People
- A person at Miko checks every item before you see it. Access is limited to the people named in the agreement.
- Deletion
- As defined in the agreement, with written confirmation. You keep your copy of the review record.
- Confidentiality
- If your company requires an NDA, tell us on the fit call or by email. Confidentiality terms are agreed before you send us any files.
- Certifications
- None claimed. Security questions are answered in writing during contracting.
For procurement
Invoice and W‑9, card or ACH, an agreement your counsel can mark up, and a written security summary — on request, before you sign.
Insurance and references
Ask, and we'll send current insurance details in writing. We're new, so there are no customer references yet; the sample review shows the work, and Eric will walk you through it.
Twenty minutes. No records on the call.