Welcome to Chronity Connect

What this manual is for

This manual is written for the tenant admin of a Chronity Connect workspace — the person, or small group of people, who runs the platform on behalf of their firm. That's usually a partner, a practice manager, or the person taking on the AI Lead role for the practice.

You don't need any technical background. The manual walks through every screen you'll use, what each button does, and the routines we'd recommend you build into your week.

What Chronity Connect does for your firm

Chronity Connect is a compliance companion for surveying firms that use AI tools in their day-to-day work. It sits alongside Claude — your AI assistant — and quietly captures a record of every AI-assisted action your team takes: drafting emails, creating calendar events, sending Teams messages, and more.

From that record, Chronity Connect automatically:

• Classifies each action by how sensitive it is and whether it touches a formal deliverable, routine professional work, or a non-material task.
• Drafts reliability file notes — the written record the RICS AI Standard requires whenever AI contributes to professional work.
• Flags anything unusual — such as restricted data appearing where it shouldn't, or a sudden spike in AI activity — so you can investigate promptly.
• Builds your audit trail — quarterly risk registers, dip-sampling reports, and training records that demonstrate your firm's compliance posture to regulators and clients.

Your team doesn't need to change how they work. They carry on using Claude as normal. Chronity Connect handles the compliance layer in the background.

How it works in 30 seconds

1. Your team uses Claude to help with emails, calendars, and Teams messages through their normal workflow.
2. Every action is captured automatically by Chronity Connect as an observation — a timestamped record of what the AI did and why.
3. Each observation is classified against your firm's Material Impact Assessment (MIA) — the document that defines which AI use cases your firm has approved and how they should be governed.
4. File notes are drafted automatically for any action that touches a formal deliverable, ready for the responsible surveyor to review.
5. You review the picture on your admin dashboard — checking alerts, reviewing flagged items, and signing off governance documents when they're due.

All data is encrypted. Chronity Connect never stores the content of your emails, calendar entries, or messages in readable form — only the compliance metadata needed for your audit trail.

Key terms you'll see throughout

Term	What it means
Observation	A record of a single AI-assisted action (e.g. "drafted an email to the client"). Every time someone on your team uses Claude to do something, an observation is created.
Track	How significant the action is. Track 1 means it touches a formal deliverable and needs a named qualified professional to take responsibility. Track 2 is routine professional work that's spot-checked. Track 3 is non-material (e.g. summarising an internal note) and is logged but doesn't need review.
Sensitivity	How confidential the data involved is: public, internal, confidential, or restricted. Higher sensitivity means tighter controls.
Reliability file note	A first-person written record — required by the RICS AI Standard — that explains how AI was used in producing professional work, and confirms the responsible surveyor has checked the output. Chronity Connect drafts these automatically.
Material Impact Assessment (MIA)	Your firm's signed register of approved AI use cases. It defines what AI can be used for, who's responsible, and what governance applies. In Chronity Connect, this is called the taxonomy.
Taxonomy	The digital version of your MIA inside Chronity Connect. Each entry is a use case (e.g. "Draft client correspondence", "Prepare valuation report notes") with an assigned track and sensitivity level.
Dip sampling	A quarterly quality-assurance check where a random selection of Track 2 observations is pulled for review — ensuring that routine AI use is being handled properly even when it doesn't require individual sign-off.
Risk register	A quarterly document summarising your firm's AI risk posture — what's been used, any anomalies, and recommendations. Chronity Connect drafts a starter document that your AI Lead edits and signs.
Client opt-out	Some clients may decline the use of AI on their matters. You can add keywords for those clients, and Chronity Connect will warn your team (or block certain tools) whenever a match is detected.
Supervisor	A senior team member assigned to oversee other users' AI activity. Supervisors see their reports' observations and receive daily digest emails summarising the previous day's AI usage.

How to read this manual

You can read it cover to cover, but most people won't. Each chapter stands alone, and the sidebar on the left is your jumping-off point. If you're just setting up, start with Getting started and Managing your team. If you're settled in and looking for a specific answer, use the search box or jump directly to the chapter you need.

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