Suggested scope
Start with five established adviser–client pairs, one call workflow, and a two-week evaluation after setup. Confirm the group, schedule, support, and any commercial terms together before starting.
Before the first call
Each person needs HiSign® on their own phone. Add each other in person, then try a practice call. Note where people need help.
During the evaluation
Open each other’s contact in HiSign. Read the words under “You say” aloud. The other person looks for the same words under “They say.” Then swap roles. Follow your usual callback, approval, and recordkeeping steps.
Practice an exception
Try a call where one phone is unavailable or the words do not match. Pause the request and follow your agreed callback or escalation steps. A mismatch alone is not proof of a scam.
Review before expanding
Review setup effort, practice-call completion, participant understanding, exception handling, and support needs. Use volunteered observations, without collecting relationship secrets or live phrases. Agree whether to continue, adjust, or stop.
What a match tells you
A match shows both devices hold the established relationship secrets for the current minute. It does not by itself prove who is speaking or rule out relay or coercion. A match is not authorization to act.
This is a proposed evaluation, not a customer case study or a commitment to a particular outcome.