Security isn't an add-on. It's step one.

Before any AI tool touches your files, we lock down who can see what. Here's exactly how we handle your systems and your clients' information.

Business-tier AI only. We set up tools whose business terms say your data isn't used to train their models.
Your accounts, your licenses. Everything is in your company's name. You can remove our access at any time.
Least privilege. We and our automations get only the access a task needs, through named accounts with MFA.
Fix oversharing first. AI search respects file permissions, so we clean up overly broad sharing before turning it on.
A person approves what leaves. Automations draft; your team sends.
Everything logged. Every automated action is recorded so you can see what happened and when.
Email authentication. SPF, DKIM, and DMARC so no one can easily send mail pretending to be you.
Industry rules respected. For law firms we follow ABA Formal Opinion 512 guidance; for medical offices we sign a BAA before touching patient data.

Our written Data Handling and Security Policy is available on request and attached to every client agreement.

Want to know what's exposed today?

The $1,500 Readiness Assessment shows what's overshared and what to fix first, and the fee is credited toward your project.