Start with a free AI Risk Snapshot report, then secure the AI your staff already use before wider rollout
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.
If you are not ready to book a full review yet, start with the free AI Risk Snapshot. It gives you a practical report on how AI is being used, the main risk areas to check, and whether a deeper AI Security Review is likely to be worthwhile.
Our AI security review then goes deeper: we help you understand what is already happening, where the real risks sit, and which controls will make AI adoption safer without slowing useful work down.
The AI Risk Snapshot is a quick way to identify whether your current AI use is low risk, needs clearer guidance, or should be followed by a fuller security review.
Get the free report →SMEs already using AI informally, or planning to roll out Copilot, ChatGPT Team, Gemini, CRM AI features or automation platforms.
We identify which AI tools are already being used, which teams rely on them, and what business tasks they support. If you have completed the free AI Risk Snapshot, we use it as a starting point.
We assess the data involved, platform settings, vendor terms, access controls, retention, logging and confidentiality concerns.
We define approved tools, staff guidance, human approval points and safeguards for sensitive or client-facing workflows.
We help you turn the review into action, from configuration changes and policy updates to staff briefings and ongoing support.
Which public, paid and built-in AI tools are being used, by whom, and for what type of work.
Where client information, personal data, financial records or confidential business details may be shared with AI systems.
How AI tools are accessed, whether accounts are managed properly, and whether permissions match staff roles.
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.
How AI vendors handle prompts, files, logs, training options, retention and administrative visibility.
Where AI output should be reviewed, approved, logged or restricted before it affects clients, finances or operations.
Can we start with the free AI Risk Snapshot?
Yes. The free report is a useful first step if you want a quick view of your AI risk before booking a full review. It helps identify whether your main concern is informal staff use, sensitive data, customer-facing AI, workflow automation or policy gaps.
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.
Get a practical report first, then book a full AI Security Review if you need deeper assurance, policy support or safer rollout guidance.