Secure AI Workspace

Give your team safe access to the AI tools they already want, with guardrails designed to prevent sensitive data from being sent into those models. 

AI is Already in
Your Business

Even if it’s only a few people, someone’s using AI to draft emails, summarize documents, rewrite client messages, or clean up spreadsheets.

When AI is Unmanaged,
You Carry the Risk

Client trust, reputation, and liability are on the line. And you miss out on the productivity your team could get if AI were provided right way.

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Common approaches to AI 

Banning AI means you either miss the benefits, or people find workarounds with personal accounts. 

Allowing public AI tools creates data paths you can’t consistently govern. 
Doing nothing leaves you guessing while usage expands. 

A Secure AI Workspace gives you the better option: yes to AI, no to unmanaged AI.
 

If this sounds familiar, you’re not alone

Banning AI means you either miss the benefits, or people find workarounds with personal accounts. 

Allowing public AI tools creates data paths you can’t consistently govern. 
Doing nothing leaves you guessing while usage expands. 

A Secure AI Workspace gives you the better option: yes to AI, no to unmanaged AI.
 

Common ways risk shows up

Client financials, tax details, or payroll info get pasted in to “summarize it.” 

A contract draft gets rewritten in a public tool, creating confidentiality risk. 

A legal matter summary or notes get pasted in, creating confidentiality and privilege risk. 

Patient messages get drafted with PHI, creating HIPAA exposure. 

A sales proposal gets drafted using customer details that shouldn’t leave the business. 

A support issue gets summarized with screenshots or logs that include credentials or sensitive data. 

A leadership update includes revenue, pricing, or forecasts that were never meant to leave the company. 

Internal HR details get copied into a tool to write a sensitive email.
 

What is a Secure AI Workspace?

A Secure AI Workspace is a company-controlled AI platform your IT provider can deliver to your business, manage for you, and support over time. 

  • It gives your team one approved place to use AI for real work.
  • It’s designed to prevent sensitive data from being sent into public AI models, with the right policies in place.
  • It gives you clearer oversight into how AI is being used across the business.
  • It helps you get more value from AI with a safer, more consistent way to work. 

If your IT provider already offers a Secure AI Workspace, they can help you get started. 

If they don’t, they can usually add it quickly. 
And if you don’t have an IT provider today, you can still get access through a recommended provider. 

 

Read the white paper

Why Every Business Needs a Secure AI Workspace

It’s a plain-language guide you can share internally that explains the risks, the opportunity, and a practical path to safer AI adoption. 

Your team still gets the best AI tools

  • ChatGPT and models from OpenAI 
  • Claude and models from Anthropic 
    Perplexity for research and answers 
    Models from Google and other top providers

Replace separate AI subscriptions with one workspace

Give your team access to the models they already trust, in one place, with the guardrails your business needs.
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Guardrails that protect the business without disrupting your team

Spot sensitive data before it’s sent 
Help detect PII, PHI, PCI, client confidentiality data, and other sensitive business details. 

Automatically protect what matters 
With the right policies in place, sensitive content can be masked, redacted, or blocked before it reaches an AI model. 

Keep the experience smooth for users 
Your team can keep working the way they work, while the workspace handles protection behind the scenes. 

Create a safer default for everyone 
People can use AI with more confidence because the workspace is designed for business use, not consumer use. 

 

Why your people will actually use it

It’s easier than juggling tabs and accounts 
One approved place for AI work removes confusion and makes adoption simpler. 

It supports everyday work 
Drafting, rewriting, summarizing, planning, and answering questions in one workspace. 

It’s more flexible than a single AI tool 
Use the best model for the task, and switch models when you need a different style or strength. 

It keeps work clearer and reduces mix-ups 
Organize AI work by department or project so teams stay aligned and mistakes are less likely. 

 

Where teams often see real ROI

Draft client emails and responses more efficiently 
Turn rough notes into clear messages without starting from scratch. 

Summarize long content into next steps 
Meetings, threads, documents, and updates become action items. 

Explain complex topics in plain language 
Helpful for customers, patients, clients, and internal teams. 

Create first drafts that save time 
Policies, SOPs, training materials, proposals, and templates. 

Standardize repeatable work 
Checklists and templates help reduce rework and inconsistency. 

Think in terms of payroll and throughput 
If AI helps your team work 10% more efficiently, that’s meaningful. For some roles and workflows, it can be much more. 

AI is ready for business, when it’s done the right way

AI isn’t perfect, and it can make mistakes. But with the right enablement and a Secure AI Workspace that keeps work safer, most businesses can start seeing value today.

Custom assistants your team can share

Turn common tasks into assistants your team can reuse 
Great for proposals, onboarding, internal documentation, and client updates. 

Use one assistant for drafting, another for review 
Draft with a creative assistant, then switch to a critical assistant to tighten clarity and reduce mistakes. 

Choose the best model for the job 
Use OpenAI, Claude, Gemini, or Perplexity depending on what you need. 

Keep results more consistent 
Give each assistant a clear purpose and approved reference materials when needed. 

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Phase 2 add-on: Secure AI over your internal knowledge

Most businesses start with safe everyday AI first. When you’re ready, you can expand so AI can answer questions using approved internal documents and systems. 

Find answers across approved business content 
Policies, procedures, templates, playbooks, and other internal knowledge. 

Respect existing access rights 
People only see answers drawn from content they’re already allowed to access. 

Start small, expand later 
Begin with a few high-value sources, then add more as the business sees results. 

Make onboarding and consistency easier 
Help teams get the same answers, the same way, across departments. 

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Why this is best delivered through your IT provider

Your IT provider already supports your systems, security, and users, which is why they’re in the best position to deliver this the right way. 

They can help set the right policies 
Guardrails should reflect how your business handles sensitive data. 

They can help your team get value from AI 
Enablement, practical guidance, and adoption support matter as much as the platform. 

They can keep it maintained over time 
AI changes quickly, and your guardrails need to stay current. 

They can help you stay ready for questions 
When leadership, partners, or regulators ask how AI is being used, you’re in a better position to answer. 

If you don’t have an IT provider today, you can still get this through a recommended provider. 

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For internal IT and security leaders

This section is for your internal CIO, CISO, IT Director, or IT team. 

Model access control 
Choose which models are approved and who can use them. 

Policy-based controls 
Set rules for sensitive data types and apply them consistently. 

Audit-ready records 
Maintain logs that support internal reviews and compliance efforts. 

Usage visibility 
See how AI is being used across the organization so you can manage risk and adoption. 

Permission-aware internal knowledge 
When connected to internal content, answers can respect existing permissions. 

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Next Steps

1

If you already have an IT provider, share this page and ask if they offer a Secure AI Workspace.

2

If they don’t offer it today, ask them to add it so your team can use AI safely and consistently.

3

If you don’t have an IT provider, use the form below and we’ll help connect you with a recommended provider.

4

If you’re an IT provider and a client shared this page with you, use the form to request provider onboarding details.

FAQ's

Will this slow my team down?

No. It’s designed to help your team work more efficiently with AI, while keeping the business safer.

We told people not to use AI. Isn’t that enough?

It’s safer to avoid public AI tools than to allow unmanaged use. But saying no to AI entirely can leave real efficiency and competitive advantages on the table. The better answer is approved AI with guardrails. 

Will this lock us into one AI model that might not be the best later?

No. The value is the workspace, not a single model. You can use multiple leading models and adapt as the market changes.

Do we have to keep paying for separate AI subscriptions?

Do we have to keep paying for separate AI subscriptions?

Is this a big project to roll out?

Rollout is straightforward. Getting great adoption is where your business and your IT provider can align on enablement, so your team gets the most out of secure AI. 

Can we control which AI tools and models are available?

Yes. You can approve models and set access by role or team.

How does this help with HIPAA, confidentiality, or privacy requirements?

It helps you apply guardrails, visibility, and more consistent data handling for AI use.

Do we have to connect internal systems on day one?

No. Many businesses start with safe everyday AI first, then add internal knowledge later.

I’m an IT provider. Can I offer this to clients?

Yes. Use the form on this page to request provider onboarding details and next steps.

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Ready to Enable AI, Safely?

Empower productivity with a secure AI workspace designed to prevent sensitive information from being shared while keeping your team moving fast.

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