Protect Client Confidentiality While Enabling AI
Professional Services AI Governance That Actually Works
Legal, accounting, consulting, and advisory firms use AI tools daily for research and analysis. Stop client data exposure while maintaining AI productivity with 5-minute setup.
89%
of professional services firms lack AI controls
94%
use AI tools for client work without oversight
$7.2M
average breach cost for professional services
5
minutes to deploy firm-wide protection
Client Confidentiality Meets AI Reality
Professional services firms face unprecedented risks as AI tools become essential for competitive research, document analysis, and content creation.
Client data flows freely into ChatGPT, Claude, and other AI systems
Staff use AI tools for case research, financial analysis, contract review, and strategic consulting without realizing sensitive client information is being stored by AI providers.
Professional Liability Exposure
Client confidentiality breaches through AI tools create malpractice liability. Professional indemnity insurance may not cover AI-related data exposure incidents.
Competitive Intelligence Leaks
Strategic consulting, M&A analysis, and competitive research shared with AI tools exposes client business strategies to competitors using the same AI systems.
Invisible AI Usage
No visibility into which AI tools staff use for client work. Legal research, financial modeling, and case preparation happen in AI systems without firm oversight.
Audit Trail Gaps
Professional standards require documentation of research sources and analysis methods. AI tool usage creates gaps in audit trails for client work and billing justification.
Enable AI While Protecting Client Confidentiality
Professional-grade AI governance that maintains competitive advantage while ensuring client data never leaves your control.
Human Oversight for Professional Standards
Every AI interaction reviewed by your professionals with full context. When clients ask about data handling, point to human decisions with complete documentation rather than algorithmic guesswork.
Client Data Protection
Automatically detect and redact client names, case numbers, financial data, and confidential information before AI tools can access it. Protect privileged communications and sensitive strategies.
Professional Audit Trails
Complete documentation of AI tool usage for client work. Track research sources, analysis methods, and decision points required for professional standards and client billing transparency.
Selective AI Access
Allow approved AI tools for research and analysis while blocking risky services. Different policies for different practice areas - litigation, M&A, tax, audit - with appropriate controls.
Zero Workflow Disruption
Protection works seamlessly with existing research and analysis workflows. Staff continue using preferred AI tools with transparent governance that enhances rather than impedes productivity.
Stop AI Data Leaks Today
No hidden enterprise costs. No months-long implementations. Transparent pricing that makes sense for protecting your AI interactions.
- 1 user AI monitoring
- Basic AI tool detection
- 7-day activity history
- Human decision alerts
- 5 users ($13 per additional user)
- Advanced AI governance
- 30-day retention
- AI tool whitelist/blacklist
- 20 users ($11 per additional user)
- Full compliance reporting
- 30-day retention
- AI tool whitelist/blacklist
Protect Client Trust While Enabling AI Innovation
Join professional services firms already protecting client confidentiality with AI governance. Maintain competitive advantage without compromising professional standards.