AI & Automation | AI Security & Governance
Your team already uses AI. Make it safe.
The question isn’t whether your people are using AI. They are. The question is whether it’s happening on your terms, with your data protected and a policy everyone understands. We close the gap between how fast your team adopts AI and how well it’s governed.
Already a Resolved client? This folds onto your managed services as an add-on.
The Risk You Can’t See
The gap between adoption and oversight is where risk lives
Most firms have no formal AI governance. Teams use AI tools every day, and the space between what they’re doing and what’s actually governed is exactly where the exposure sits.
Shadow AI
Your team is using ChatGPT, Copilot, and other tools without IT visibility. Project data, drawings, and client information are leaving the building, and no one can see where.
Policy Gaps
Your IT and security policies weren’t written for AI. The gap between how your people actually work and what’s governed grows wider every month.
IP & Data Exposure
Designs, financials, and client data processed by consumer AI tools with unclear retention, no audit trail, and real regulatory exposure.
Why Now
A foundation now beats a cleanup later
AI adoption is moving faster than AI strategy. Most firms are improvising, with no policy and no oversight. The ones that put a governance foundation in place now will move faster and more safely as capabilities expand. The ones winging it will hit a wall.
You’re in the sweet spot: established enough to benefit from AI across the firm, nimble enough to actually deploy it. Get the guardrails right, and AI becomes a competitive advantage instead of a liability.
What You Get
From shadow AI to sanctioned strategy
Shadow AI Discovery & Inventory
A full picture of the AI tools in use across your firm, including the ones adopted without IT involvement.
AI Acceptable Use Policy
Approved tools, data-handling rules, and approval workflows, written in plain language for your team.
AI Risk Assessment
An exposure evaluation mapped to the NIST AI Risk Management Framework, so the gaps are named and prioritized.
DLP & Access Controls
Controls that stop sensitive data from reaching unauthorized AI platforms in the first place.
Executive AI Strategy Coaching
Guidance for leadership on adopting AI safely and strategically, not just defensively.
Ongoing Governance
Quarterly reviews, shadow-AI monitoring, vendor assessments, and regulatory briefings as the landscape shifts.
Levels of Control
Choose the right level for your firm
Whether you need a starting point or a fully managed program, there’s a tier that fits. Each one builds on the last.
AI Watch
Visibility and a baseline.
- › Shadow AI monitoring
- › Basic DLP rules
- › Quarterly policy review
- › New-tool detection alerts
Governance Program
A managed governance foundation.
- › Everything in AI Watch
- › NIST AI RMF risk assessment
- › Full DLP & access controls
- › Quarterly executive coaching
Governance Plus
Active, audit-ready oversight.
- › Everything in Program
- › Active vendor risk management
- › Regulatory update briefings
- › Quarterly leadership workshops
vCISO + Governance
An embedded security executive.
- › Everything in Plus
- › Embedded fractional AI/security executive
- › Audit handling (SOC 2, ISO, NIST)
- › Board reporting & exec dashboards
Monthly programs are scoped to your environment. We’ll walk through the right tier on a discovery call. A note on training: we focus on AI risk, security, and governance. Hands-on, tool-specific staff training is delivered through our trusted training partners.
Start Here
Technology + AI Security Assessment
The first step is a shadow-AI discovery scan, an AI acceptable-use policy, a tool inventory and risk summary, executive coaching, and a recommendations report. You walk away knowing exactly where you stand, whether or not you continue with us.
- First step
- Security Assessment
- Deliverables
- Yours to keep
- If you continue
- Credit applies to your first 60 days
- Framework
- NIST AI RMF