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Use AI on client work without breaking client trust.

Track which AI tools touch client data, honor contractual restrictions, and stop confidential work from leaking into personal AI accounts.

The landscape

How AI is changing risk in professional services

Consultancies, accounting firms, agencies, and IT-service providers handle confidential client information under contracts and NDAs that increasingly address AI directly — prohibiting some uses, requiring disclosure, or restricting where data may be processed. Staff productivity gains from AI are real, but so is the risk of client data ending up in tools the firm does not control.

What to do first

  • Map AI tools to client obligations

    Record which clients restrict AI and ensure approved tools meet those terms.

  • Provide an approved alternative

    The fastest way to end personal-account use is a business-tier tool with SSO, admin controls, and contractual protections.

  • Separate credentials per engagement

    Use dedicated, scoped credentials so access can be attributed and revoked per client.

Common exposures

Where AI risk concentrates

Client data in personal accounts

Consultants use personal AI accounts to summarize client documents, outside the firm's contractual protections and visibility.

Contractual AI restrictions

Client contracts may restrict AI use, require notice, or limit data location — obligations that are hard to meet without knowing which tools touch which client's data.

Shared accounts and keys

Teams share a single AI account or API key across clients, making access impossible to attribute or revoke cleanly.

AI-drafted client deliverables

Deliverables drafted by AI without review can contain errors or another client's information.

FlashTower rules

Rules most relevant to professional services

These are real rules from the FlashTower Risk Engine. Each fires only when your answers meet its stated condition.

  • FT-CRD-002 · Credentials & Secrets

    AI system uses a shared key or shared account

    The AI system authenticates with a shared API key or shared account.

    Mapped to: NIST CSF 2.0 PR.AA-01 · ISO 27001 A.5.16 · SOC 2 TSC CC6.1

    High
  • FT-DAT-012 · Sensitive Data

    Sensitive business data in a consumer AI account

    A free or personal consumer AI plan is used with personal information, financial data, customer records, or source code.

    Mapped to: OWASP LLM Top 10 LLM02 · NIST CSF 2.0 PR.DS-01 · ISO 27001 A.8.12

    High
  • FT-GOV-010 · Governance

    Unapproved AI tool handles sensitive data

    The AI system is not approved (employee-adopted) and accesses sensitive data.

    Mapped to: NIST AI RMF GOVERN 1.6 · NIST CSF 2.0 ID.AM-02 · ISO 27001 A.5.10

    High
  • FT-IDN-001 · Identity

    No controls on unapproved (shadow) AI tools

    Unapproved AI tools are neither blocked nor monitored, or this cannot be confirmed.

    Mapped to: NIST CSF 2.0 ID.AM-02 · NIST AI RMF MAP 4.1 · ISO 27001 A.5.15 · SOC 2 TSC CC6.1

    High
  • FT-POL-001 · Policies

    No AI acceptable-use policy

    The organization has no written AI use policy, or cannot confirm one exists.

    Mapped to: NIST AI RMF GOVERN 1.2 · NIST CSF 2.0 GV.PO-01 · ISO 27001 A.5.10 · SOC 2 TSC CC5.3

    High
  • FT-AUT-010 · Identity

    Team-wide use of consumer AI accounts

    More than ten people use this AI system on a free or personal consumer plan.

    Mapped to: NIST CSF 2.0 PR.AA-01 · ISO 27001 A.5.16

    Medium

This page provides general information, not legal advice. FlashTower does not certify compliance with HIPAA, GLBA, NYDFS Part 500, professional-conduct rules, SOC 2, FedRAMP, or any other law or standard; findings and gaps are mapped to frameworks for orientation only. Consult qualified counsel and your compliance advisors about your obligations.

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