Your team already uses AI. Make it governed, secure and accountable.
We install a security-hardened AI operating system inside your firm's own environment, then run it with you. Built for owner-led firms of 5–50 people that hold client-confidential data.
Shadow AI is already inside your firm.
Ungoverned use
Staff paste client data into consumer AI tools with no rules, no logging and no way to prove what happened.
Questionnaires are coming
Clients and insurers now ask how you govern AI. "We trust our people" is not an answer they accept.
Admin is drowning the owner
The productivity upside is real — but only if it is set up correctly and someone owns it.
The governance layer most installers skip.
Secure foundation
- Identity, MFA and single sign-on
- Least-privilege connector permissions
- Data classification that keeps regulated data out of AI tools
- Approve-before-act controls for anything that sends, pays or deletes
Proof you can show
- Audit logging you can actually review
- Acceptable-use and AI incident-response policies
- An evidence pack for client and insurer security questionnaires
- Role-based workflows and staff training
Assess. Install. Operate.
Readiness & risk assessment
One week. We map how AI is used today, where client data flows and what your clients and insurer will ask. You get a written risk report and plan.
Governed install
About two weeks. We configure the platform inside your tenant, set the controls and policies, build your first workflows and train your team.
Managed AI operations
A monthly retainer: monitoring, governance reviews, new workflows and an incident line — so it stays secure as your firm and the tools change.
Founding-client program, December 2026: a limited number of firms receive founding pricing in exchange for a case study. Ask us during your discovery call.
Who this is for.
Built for
- CPA and accounting firms
- Law firms
- Insurance agencies
- Engineering firms
- Defense subcontractors
Ground rules
- Everything runs in your own accounts; you pay software vendors directly
- We never host your data
- Vendor-neutral governance framework
- Not currently accepting engagements involving patient health information