# Client-Visible Draft Boundary Check

Find internal notes or wrong-client draft content before a team makes social drafts visible to a client.

## Scope
Preparation and review only. No account action or professional decision.

## Inputs
Workspace/client membership export; selected draft IDs; client visibility status; internal and external note labels; owner-approved audience.

## Workflow
1. Confirm the client identity and workspace from supplied records, not a display-name match.
2. List selected drafts and distinguish internal discussion from content intended for the client.
3. Flag other-client names, private notes or an unresolved visibility state.
4. Return a minimum review bundle for the approved audience; do not share or toggle visibility.

## Output contract
draft_id | workspace | client_identity | intended_audience | restricted_material | visibility_evidence | hold

## Fictional acceptance test
Fictional client A review bundle includes draft B from client B. Hold B, even if its status is ready. Missing membership evidence leaves A's access unknown. This is a preparation check.

## Review gates
Keep original values, source IDs and version dates. Unknown facts stay held. Use qualified review for hiring, legal and accounting conclusions. No send, share, sign-in, scheduling, ledger change or payment. Fictional contract review is not a live account compatibility test.

## Method source
https://planable.io/guides/planable-workspaces/

Checked October 8, 2026. Oct8 live GSC through Oct5: marketing copilot 37 impressions, Planable/Claude 33 and Planable/ChatGPT 23, campaign brief 12 and reports 11. Marketing/social topics follow these parent-query leads; other professions follow method-source workflow needs, not exact query measurements. Exact monthly volume is unmeasured.