Services · AI Readiness & Safe Use
Use AI at work without leaking what matters.
Your team is probably already pasting things into ChatGPT. That’s not a problem to stamp out. It’s a problem to set up properly. This service gets you from “we’re not sure what people are doing” to “here’s what we use, here’s how, and here’s what stays out.”
What’s included
- AI use inventory. We find out which tools your staff are actually using, for what, and what data is going into them. No blame. Just a clear list.
- A simple AI use policy. One to two pages. Which tools are approved, what’s off limits (client files, patient data, financials, passwords), and who to ask. Written so people will read it.
- Secure setup of approved tools. We configure the tools you choose with the right account types, data retention settings, and access controls, so what your team types isn’t training someone else’s model.
- A practical training session. Forty-five minutes with your staff. What’s safe, what’s not, and how to get real work done with AI. Recorded so new hires can watch it.
How it works
- Free 15-minute callWhat you want from AI, what you’re worried about, and what tools are already in play.
- Inventory and policyOne to two weeks. We talk to a few people, review what’s in use, and draft the policy with you.
- Setup and trainingWe configure the approved tools and run the training session. You leave with a working setup and a team that knows the rules.
Who it’s for
Owners who want the productivity but not the exposure. Especially firms with confidentiality obligations: law offices, medical and dental practices, accountants, and anyone handling customer financial details.
Common questions
Do we have to ban AI?
No. Banning it just pushes it onto personal phones. The goal is approved tools, set up safely, with clear rules.
Which tools do you recommend?
It depends on what you do and what you already pay for. Most small businesses end up with one or two business-tier tools. We will recommend specific options on the call.
Will this slow my team down?
It should speed them up. People work faster when they know what is allowed instead of guessing.
Can this be bundled with the Security Assessment?
Yes. Many clients do both. Ask on the call.
Next step
Book a free 15-minute call.
Fifteen minutes on how your team uses AI today and what a safe setup looks like.
Book a free 15-minute call