Overview
Why it matters
Every new system and every AI tool expands what can reach your data. Security is where our firm comes from, so it is part of every assessment and every build: what your team already uses, what it can access, and the rules that keep it safe.
How we help
What we build
AI use policy
A short, plain policy your team will actually follow.
Access and data review
Who and what can reach your customer data today.
Connected app review
What each integration can read in your email, files and CRM.
Least-access automation
Every build gets only the access it needs, in your accounts.
Sign-in and account hygiene
Shared passwords, two-step sign-in, and old accounts still active.
Vendor and tool reviews
What a new tool will be able to access, checked before you sign.
What changes
What clients can expect
01
Known exposure
A clear picture of what can see your data.
02
Safe adoption
AI used where it helps, with guardrails where it matters.
03
Audit-ready builds
Everything documented, owned and reviewable.
Our approach
Four stages. You can stop after any of them.
01
Assess
Interviews, a look at your tools and numbers, and a map of how the work really flows.
02
Plan
Opportunities ranked by value, effort and risk, with cost and payback, and a 90-day roadmap.
03
Build
Fixed-scope sprints in your accounts, each with a price and a finish line agreed up front.
04
Run
We run and tune what we built, and review the numbers with you every month.
How we build
The same rules on every project
From a five-person team to a large organization.
Your accounts, not ours
Everything is built where you own it
Only the access it needs
Each automation gets the smallest access that does the job
A person approves what customers see
Messages and guardrails reviewed before go-live
Your data stays your data
Settings that keep it out of model training, where a tool allows it
Documented and handed over
You know what was built, where, and who can change it
Our security credentials: certified security professionals (CISSP) · Big 4 and other security consulting backgrounds · programs that have passed real compliance audits
Client story
How a tax strategy firm rebuilt the way it meets its best clients
A short scorecard in place of a long form, instant lead alerts, a research brief before every call, and a content plan built around the founders' expertise.
