An illustrative scenario showing how we'd approach this challenge in Healthcare & Wellness — not a claim about a specific past client.
Staff have started using free consumer AI tools to draft patient communications and summarize notes, with no policy governing what data can be entered where, creating real exposure the practice hasn't recognized yet.
The risk here is rarely malicious; it's simply that no one has told staff what's actually appropriate. An audit of current usage almost always surfaces more exposure than leadership expects, which is exactly why it needs to happen before any new tool is introduced, not after.
Anonymous staff survey mapping which AI tools are currently used and what data is entered.
Cross-reference findings against relevant data protection and confidentiality requirements.
A practical, specific corporate AI policy staff can actually follow, not a generic legal document.
Any CRM or automation work is then designed around those requirements from day one.
AI Governance, CRM & Business Automation
2–3 weeks for the initial audit and policy