Client matter text in consumer GenAI
Client matter text pasted into consumer GenAI outside firm identity and policy. AI Data Shield keeps GenAI use on SSO-verified platforms and logs allow/block decisions.
GenAI Access Control & Data Security
Built for firms that handle confidential client data
Only SSO-verified AI platforms load. Everything else is blocked in the browser, with an audit trail of allow and block decisions.
The Problem
Shadow AI on real client work
Associates, brokers, and advisors already use consumer ChatGPT-class tools on real work: matter drafts, contracts, offering documents, client financial notes. Without a gate, that happens outside firm SSO.
Professional firms face confidentiality and professional-responsibility risk when client data enters GenAI tools.
- SSO-gated GenAI access in the browser
- Block unapproved AI platforms in the browser
- AI whitelisting for platforms you sanction
- Audit trail of GenAI access decisions
A browser-level GenAI access control that works alongside your existing tools.
By Practice Area
Operational risk, by type of firm
Deal documents in unmanaged AI tools
Contracts, buyer and seller information, and offering documents. Gate access at the browser where deal work happens.
Client financial notes in consumer AI
Client financial data and planning notes entering consumer AI. Practical GenAI access control that works alongside your existing tools.
How It Works
Detect → Verify → Decide
Detect
Detect AI platform access in the browser before content is exchanged.
Verify
Verify the session through company SSO.
Decide
Allow verified approved platforms, block the rest, and log the event.
Why Now
Be ready for the question
Many firms are being asked to show how staff use GenAI tools. An access-control and audit trail is one way to start that conversation.
FAQ
Common questions
Does this replace DLP?
No. It is complementary browser GenAI access control where shadow AI starts.
Is this a compliance certification?
No. It is an operational control for GenAI access and audit visibility. It does not by itself make a firm compliant with any law or professional rule.
Request a firm pilot briefing
20 minutes to scope a limited managed-browser pilot (one team or office).
Request a firm pilot briefing