Think of every AI tool as a new employee. Each one has a job description, a manager, and limits it can't cross. Pick your industry below, then switch governance off to see what happens without it.
Answering a new enquiry
No limits set. It can do anything its account can reach.
Matching invoices to payments
No limits set. It can do anything its account can reach.
Drafting from approved templates
No limits set. It can do anything its account can reach.
Watching devices and sign-ins
No limits set. It can do anything its account can reach.
Answering a listing enquiry
No limits set. It can do anything its account can reach.
Tracking closing deadlines
No limits set. It can do anything its account can reach.
Drafting a property description
No limits set. It can do anything its account can reach.
Watching devices and sign-ins
No limits set. It can do anything its account can reach.
Comparing carrier quotes
No limits set. It can do anything its account can reach.
Taking a first notice of loss
No limits set. It can do anything its account can reach.
Preparing renewal reminders
No limits set. It can do anything its account can reach.
Watching devices and sign-ins
No limits set. It can do anything its account can reach.
Categorising bank transactions
No limits set. It can do anything its account can reach.
Organising client tax documents
No limits set. It can do anything its account can reach.
Requesting missing documents
No limits set. It can do anything its account can reach.
Watching devices and sign-ins
No limits set. It can do anything its account can reach.
Screening a new matter
No limits set. It can do anything its account can reach.
Summarising case law
No limits set. It can do anything its account can reach.
Preparing monthly invoices
No limits set. It can do anything its account can reach.
Watching devices and sign-ins
No limits set. It can do anything its account can reach.
Every AI tool and agent in your business goes on the chart. Nothing runs unseen.
Each one gets a job description: what it can do, what it must ask first, and what it may never do.
The governance layer enforces it. Risky requests go to the right person, and forbidden ones are blocked.
Every action lands in the audit trail, ready for clients, insurers and regulators.
Leadership and managers set the rules. When an AI wants to do something that matters, the request comes to the right person to approve.
Run by Data Defense. It checks every AI action against your policy, limits what each AI can reach, routes approvals, and records everything.
Every AI tool and agent in your business, each with a job description: what it can do, what it must ask first, and what it may never do.
A record of every action, approval and block, ready when a client, insurer or regulator asks how you govern AI.
These are the same principles we use to run AI inside our own operations. We now build them into yours.
AI can draft, sort and summarise freely. Sending, paying, deleting or sharing client data waits for a named person to approve it.
Each tool and agent gets the smallest set of data, systems and permissions that lets it do its job, and nothing else.
Who asked, which AI acted, what data it touched and who approved it. Written down as it happens, ready when someone asks.
Your approved AI configuration is the baseline. When something drifts from it, it is caught and corrected, not discovered months later.
Passwords, keys and regulated data are kept where no AI can read or repeat them, by design rather than by hoping.
Routine issues are corrected automatically and reported to you after. Anything that needs your decision reaches you in plain words.
In a briefing we map the AI tools your team already uses, who they should report to, and what each one should never do. You leave with a first draft of your chart.