Client Intake Agent
Reports to Office ManagerReports to nobodyAnswering a new enquiry
AI governance · Compliance · vCISO
Put your AI to work. Keep it under control.
Your team is already using AI. Data Defense makes sure it is used on your terms: we set the rules, put the controls in place, and keep the evidence your clients, insurers and regulators will ask to see.
Leadership & managersNo approvals waiting
Governance layer · run by Data DefenseNo governance layer
PolicyAccessApprovalsAudit trail
Your AI workforce · each with a job descriptionYour AI tools · no job descriptions
Finance Agent
Reports to ControllerReports to nobodyMatching invoices to payments
Document Agent
Reports to CEOReports to nobodyDrafting from approved templates
IT & Security Agent
Reports to Data Defense vCISOReports to nobodyWatching devices and sign-ins
Audit trail · every action, on recordWhat actually happened · nobody saw it
- APPROVEDIT & Security Agent admin access for a new app · approved by Data Defense vCISO
- BLOCKEDFinance Agent tried to change a vendor’s bank details
The new reality
AI arrived in your business before the rules did.
Your staff already use it.
Chatbots, writing assistants, meeting transcribers and browser add-ons. Most were never approved, and few people could list them all.
Your data is going somewhere.
Client files, contracts and financials get pasted into tools you do not control, under terms nobody at your company has read.
Someone will ask you to prove it.
Clients, cyber insurers and regulators now ask how you govern AI. “We trust our people” is not an answer that passes review.
What we do
Three services. One accountable partner.
We run AI governance as a managed service. That means real controls and records, not a policy document that sits in a drawer.
01 · Govern
AI Governance
Decide which AI your business uses, with what data, and who is accountable. Then make those decisions stick.
- AI inventory and risk register
- Acceptable-use policy people follow
- Approval gates and access controls
AI Compliance
Line your AI program up with the frameworks and laws that apply to you, and keep evidence you can hand over.
- Readiness assessment and gap plan
- Framework mapping and evidence
- Vendor and questionnaire support
vCISO
Security and AI leadership at the executive table, without a full-time executive salary.
- Security and AI strategy and roadmap
- Board and leadership reporting
- Incident readiness and response
Mapped to what you're asked about
NIST AI RMFISO/IEC 42001EU AI ActNIST CSF 2.0US state AI lawsClient & insurer questionnaires
Built for businesses that hold other people's data
- Law firms
- Insurance agencies
- Accounting & finance
- Healthcare practices
- Real estate
- Professional services
- Manufacturing & distribution
- Growing businesses
The foundation
AI governance only works on solid IT.
We also run the managed IT and cybersecurity underneath, so policy and infrastructure are handled by the same accountable team.
Managed IT services- CybersecurityEndpoint, email and identity protection
- BackupsServers, Microsoft 365 and workstations
- Cyber resilienceContinuity and rapid recovery
- Microsoft 365Licensing, security and administration
Next step
Find out where your AI risk actually is.
Start with a briefing. We look at how your team uses AI today, where your data goes, and what your clients, insurers and regulators will ask you to show. You leave with a clear first step.