Your Team Is Probably Already Using AI

Many SMEs now have staff using ChatGPT, Microsoft 365 Copilot, Gemini, CRM AI features or browser-based assistants before a formal policy exists. That does not mean AI should be banned. It means the business needs clear rules, safer settings and a practical route for using these tools without exposing sensitive information.

Our AI security review helps you understand what is already happening, where the real risks sit, and which controls will make AI adoption safer without slowing useful work down.

Key Capabilities:

Review of staff use of ChatGPT, Copilot, Gemini and other AI tools
Data leakage, client confidentiality and sensitive workflow assessment
Approved-tool guidance and practical AI usage policy
Access control, identity, logging and retention checks
Vendor and platform risk review for AI-enabled services
Human approval rules for higher-risk AI workflows
Prioritised action plan for safer AI rollout

What You Get

Clear Risk Picture: Know which tools are being used and where sensitive data may be exposed
Practical Staff Guidance: Simple rules people can follow day to day
Safer Tool Settings: Recommendations for permissions, retention, logging and sharing controls
Rollout Plan: A sensible route for approved AI use, training and governance
Security-Led Advice: AI guidance from a team grounded in cyber security, not hype

Best Fit

SMEs already using AI informally, or planning to roll out Copilot, ChatGPT Team, Gemini, CRM AI features or automation platforms.

How the Review Works

1. Understand Current Use

We identify which AI tools are already being used, which teams rely on them, and what business tasks they support.

2. Review Data and Tool Risk

We assess the data involved, platform settings, vendor terms, access controls, retention, logging and confidentiality concerns.

3. Create Practical Controls

We define approved tools, staff guidance, human approval points and safeguards for sensitive or client-facing workflows.

4. Support Safer Rollout

We help you turn the review into action, from configuration changes and policy updates to staff briefings and ongoing support.

What We Review

AI Tool Inventory

Which public, paid and built-in AI tools are being used, by whom, and for what type of work.

Data Leakage Risk

Where client information, personal data, financial records or confidential business details may be shared with AI systems.

Access and Identity

How AI tools are accessed, whether accounts are managed properly, and whether permissions match staff roles.

Policies and Staff Guidance

Whether staff have clear rules on what they can use AI for, what they must not paste into tools, and when human review is required.

Vendor and Retention Settings

How AI vendors handle prompts, files, logs, training options, retention and administrative visibility.

Human Approval and Audit Trail

Where AI output should be reviewed, approved, logged or restricted before it affects clients, finances or operations.

Frequently Asked Questions

Is this only for companies already using AI?

No. It is useful both for businesses already seeing informal AI use and for teams preparing to roll out tools such as Copilot, ChatGPT Team, Gemini or CRM AI features.

Will you ban AI tools?

Our default approach is practical control, not panic. If a tool creates unacceptable risk, we will say so, but most reviews focus on approved use, safer settings and clearer staff guidance.

Can you help with Copilot, ChatGPT Team or Gemini rollout?

Yes. We can help assess the right tool, configure safer settings, define usage rules, prepare staff guidance and support rollout.

Do you test custom AI agents too?

Yes. We can review custom AI agents, automations and integrations for data handling, prompt exposure, access control, logging, human approval and operational risk.

AI Security Review