Home / Security
Security approach
Security isn't a feature. It's the foundation.
Before AI touches your data, we lock down identity, access, and email. Then we monitor continuously so it stays that way.
Our principles
How we protect your business and your clients.
Zero trust and least privilege
MFA everywhere, Conditional Access, and the minimum access each person and automation needs.
Business-tier AI only
Tools whose commercial terms exclude your data from model training, licensed in your company's name.
Human approval on outputs
AI drafts; your team approves. Nothing client-facing goes out automatically.
Full audit trail
Every automated action is logged so you can answer who did what, and when.
AI security monitoring
Continuous monitoring with AI-assisted triage.
Alerts from your Microsoft 365 environment are correlated, prioritized, and explained in plain English, then escalated to a human analyst when action is needed.
- Risky sign-ins, impossible travel, and MFA fatigue attempts
- New mailbox forwarding rules and suspicious OAuth app consents
- Mass file sharing or downloads from SharePoint and OneDrive
- Admin role changes and disabled security controls
- Monthly posture report with Secure Score trend and fixes
Frameworks
Aligned with recognized standards.
Our controls map to the frameworks your clients, insurers, and auditors already use.
| Framework | How we use it |
|---|---|
| NIST Cybersecurity Framework 2.0 | Structures assessments across Govern, Identify, Protect, Detect, Respond, and Recover |
| CIS Critical Security Controls v8 | Prioritizes practical safeguards for small and mid-sized organizations |
| Microsoft Secure Score | Measures and tracks Microsoft 365 posture over time |
| ABA Formal Opinion 512 | Guides confidentiality and supervision for law firms using generative AI |
Our written Data Handling & Security Policy is available on request and included with every client agreement.
Find out what's exposed today.
The AI Readiness Assessment shows where your data is at risk and what to fix first. The $1,500 fee is credited toward your project.