SVC
02

Secure AI

Guardrails first, then something genuinely useful. We find where AI is already leaking your client data, put controls around it, and then build the part that actually saves your team hours.

Someone in your office
is already using AI.

The question is whether it's a tool your business chose. Staff reach for whatever works, through personal accounts nobody approved, and every paste is a disclosure you're still answerable for.

68%
of small businesses now use AI, up from 47% a year earlier
77%
of those have no written policy governing it
57%
of AI users have pasted confidential company information into public tools
68%
were doing it through personal accounts, not company ones

Sources: U.S. Chamber of Commerce & Teneo (2025) ยท TELUS Digital (Jan 2025)

shadow-ai scan · sample result 6 FOUND
ChatGPT (free) personal gmail TRAINS ON INPUT
Claude Pro personal CONSUMER TIER
Gemini personal NO DPA
Browser AI extension unmanaged UNKNOWN
Meeting-notes bot unmanaged RECORDS CALLS
Microsoft 365 Copilot company tenant APPROVED

Find it, fence it, then make it useful.

Most AI advice is either "ban it" or "embrace it." Neither is a plan. This is the order we actually work in.

01

See what's actually in use

A scan of which AI tools your team is already using and from which accounts. Nothing gets fixed while shadow AI stays invisible, and almost every business is surprised by at least one item on the list.

AI Readiness & Policy
02

Decide, and write it down

A two-page acceptable-use policy, an approved tool list naming the specific business-tier tools staff may use, and one prompt rule people can actually remember. Free and personal accounts go off-limits for anything client-related.

AI Readiness & Policy
03

Turn on the controls you already pay for

Microsoft 365 and Google Workspace ship enterprise AI protections most businesses never enable. We confirm training is off, apply sensitivity labels and DLP rules, put AI tools behind single sign-on and MFA, and fix the file permissions before pointing an assistant at them.

AI Readiness & Policy
04

Keep watching

Policies drift the day after you write them. AI Shield keeps detecting new tools and blocking sensitive data on its way to a public model, in the same console as the rest of your security.

AI Shield
05

Build the part that saves hours

Once the guardrails hold, AI is worth leaning on. We connect the tools you already run, pull them into one governed store, and put a single question box on top of it.

AI Implementation

AI Shield watches the paste.

Nobody hacks you to get this data. An employee hands it over trying to work faster. AI Shield sits between your team and the public models, and it reports into the same console as everything else we monitor.

Shadow-AI detection

Continuous visibility into which AI tools are in use and from which accounts, so new ones surface the week they appear.

Blocks sensitive data going out

Data-loss rules catch client names next to account numbers, health information, and privileged material before they reach a public model.

Vendor and tool risk review

The four questions every AI vendor should answer, asked and filed: do you train on our data, how long do you keep it, who are your subprocessors, will you sign a DPA or BAA.

ai shield · console
ACTIVE
Sensitive pastes blocked · 30d
0
Unapproved tools found
0
> BLOCKSSN in prompt · public chatbot · stopped
> FOUNDNew AI extension · unmanaged browser
> POLICYAcceptable-use ack · 12 of 12 staff
> BLOCKClient file upload · personal account
> REVIEWVendor DPA on file · 4 of 4 questions

No law bans AI. Several require you to control where the data goes.

There's no broad Wisconsin statute governing business AI use. The rules that bind you are the ones you already answer to.

Every business

Wis. Stat. § 134.98

If unencrypted personal information is acquired by someone unauthorized, you notify affected people within 45 days. Paste a client name next to an account or Social Security number into a consumer tool that retains it, and there's a real argument an unauthorized disclosure just happened.

Accounting firms

GLBA, FTC Safeguards Rule, IRS WISP

The Safeguards Rule treats an AI vendor like any other service provider: written contract, risk assessment, and an inventory of where customer data goes. The moment client data enters an AI tool, that tool belongs in all three.

Insurance agencies

Wisconsin Insurance Data Security Law

WIDS requires due diligence on and oversight of any third party handling nonpublic information, and an AI vendor is squarely one. It also runs a much tighter clock: three business days to notify the OCI after a breach.

Law firms

SCR 20:1.6(d) and SCR 20:1.1

Confidentiality requires reasonable efforts to prevent unauthorized disclosure; competence expects you to understand the tools you use. ABA Formal Opinion 512 is direct: evaluate whether client information could be exposed before putting it into a self-learning tool.

One thread runs through all of it. Every rule asks the same four things: know where your data goes, choose vendors on purpose, write down why, and move fast when something slips. We wrote the long version in How Wisconsin Firms Can Use AI Without Leaking Client or Company Data.

Three pieces. Take one, or all three in order.

Most businesses start with readiness, add the guardrails, and only then decide whether the build is worth it.

AI Readiness & Policy

A scan of what AI tools are already in use, an honest conversation about the risk, and the paperwork to get ahead of it.

  • Shadow-AI usage scan
  • Acceptable-use policy, drafted for you
  • A short list of what's worth automating
$1,000 one-time

AI Shield

MOST POPULAR

Protects sensitive business and client information from being shared through unapproved AI tools. We monitor AI usage, enforce data controls, and evaluate new tools before they introduce risk.

  • Shadow AI discovery and ongoing monitoring
  • Sensitive-data controls for public AI services
  • AI vendor risk reviews and approved-tool governance
$25 /user/mo standalone
Free with Business Shield · $12/user/mo alongside Essential

AI Implementation

We connect the tools you already run, pull them into one governed store, and put a single question box on top of it.

> what's outstanding on the Johnson file?
> summarize this quarter's intake
Scoped per implementation
Already on Business Shield? AI Shield is included at no extra cost, and it reports into the same console your security already runs in.

Find out what's already leaking.

Tell us how your team works and we'll put together the right starting point. No obligation, no jargon, and no pitch to rip out the tools you like.

  • Free consultation, no commitment required
  • Response within one business day
  • Transparent pricing, no hidden fees
  • Wisconsin-based team, local knowledge

Get security updates in your inbox

Practical cybersecurity guidance for Wisconsin small businesses: new threats, compliance changes, and what to actually do about them. No spam, unsubscribe anytime.