Use the DSE Trust Center to download a practical intake workbook before a client, contractor, or partner conversation. Each workbook helps frame the work without putting sensitive material into an early exchange.
These workbooks are information-gathering only. They are not a service agreement, offer, statement of work, authorization, or commitment. Do not include PHI, credentials, secrets, production logs, controlled data, or personal consumer or patient data.
We separate early discovery from the documents that carry legal, privacy, security, and delivery obligations. That keeps the first exchange useful without confusing an intake workbook for a signed relationship.
Download an editable Word copy to complete internally, or a PDF reference copy to review and share. Return a completed workbook only through a DSE-provided controlled channel. The public website is not an agreement-upload service.
For potential email hosting, AI hosting, B2B technical services, cybersecurity work, and advisory engagements. Describe outcomes, scope boundaries, systems and data categories, timeline, and dependencies without providing data itself.
For prospective integration partners, collaborators, referral relationships, and research conversations. Frame the use case, possible connection, broad data categories, roles to explore, and the right limited next step.
For independent professionals interested in DSE delivery work. Share your capability areas, public portfolio links, availability, and practical engagement preferences. Do not include SSNs, dates of birth, banking details, or background-check information.
Use the workbook to describe categories, context, and constraints. Do not attach client records, ePHI, credentials, secrets, system exports, production logs, or regulated data. If a conversation needs a controlled document exchange, DSE will provide the appropriate channel after the initial review.
This is the public directory for DSE's U.S. privacy, data-sharing, and related notices. Use it to understand the next step before you share information or begin a request.
The full notices remain the authoritative source. This directory helps you get to the right one quickly, whether you want to review how information is handled, manage optional cookies, exercise a privacy right, or make a sharing choice.
Review the available choice for sale or sharing of personal information and the Global Privacy Control signal.
Do Not Sell or Share My Personal InformationRead what personal information DSE collects, how it is used and disclosed, and the rights that may apply.
Read the Privacy PolicyReview cookie categories, purpose-specific consent, and the choices available for optional analytics and marketing.
Open Cookies & ConsentStart a verified request to access, correct, delete, or otherwise exercise privacy rights that may apply to you.
Open Privacy RequestSee DSE's public responsible-AI commitments and the boundaries we state for AI-enabled work.
Read Responsible AI & AI DisclosureReview the terms governing use of this website and the boundaries that apply before engaging with DSE.
Read Terms of ServiceA useful early discussion should not create ambiguity about legal terms or authorization. After the relevant scope is confirmed, DSE provides the appropriate formal document for review and execution.
Start with a high-level description of the outcome, boundaries, participants, and timing. Keep sensitive material out of the first exchange.
We identify the appropriate next conversation and the agreement type that fits the proposed relationship. No services or access begin from a workbook alone.
Where a formal document is needed, DSE supplies the approved form and execution process. A completed workbook does not replace a signed agreement.
We provide formal agreement documents when the relationship and scope call for them. The choices below explain the direction of travel, not a public offer of a binding template.
Provided for the specific client relationship after scope review. The final document set identifies services, responsibilities, commercial terms, and any applicable data-handling terms.
For a prospective relationship, DSE may provide a mutual NDA or a specific integration or collaboration document after the parties confirm the opportunity. Those documents may be reviewed through the appropriate legal process.
Provided only to selected contractors. The final path includes the appropriate contractor, confidentiality, intellectual-property, and security obligations before work is authorized.
The standard BAA does not accept redlines or custom edits and is not a downloadable contract. It is furnished for controlled e-signature only after the service scope, counsel-approved final form, and execution process are confirmed. Do not include PHI in a request to start.
Download the workbook that fits your relationship, then use the DSE engagement channel to start a non-sensitive conversation. We will guide the next formal step when it is appropriate.
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