AI on client work, without the leak.
Your team is already pasting client material into public chatbots. The question is whether they understand what leaves the building and what must never. We make the rules clear, then train everyone to follow them.
AI is useful precisely where the work is sensitive: a contract to review, a financial model to check, a client brief to summarize. That is also where a careless paste into a public model can hand confidential material to a vendor's training pipeline. Most leaks are not attacks. They are ordinary people trying to move faster.
Banning the tools does not work; people use them anyway, on personal accounts, off the record. The durable answer is a clear line between what is safe to use and what is not, written down, taught hands-on, and matched to tools you have actually vetted.
We do not sell software. We train your team to use AI within rules your compliance function can sign, so adoption happens in the open instead of in the shadows.
Public, private, or on-prem — when each fits
Not every task needs the same model. We map your real workflows to the right tier: public models for non-sensitive drafting, private enterprise deployments with no data retention for client work, and on-prem or local models for the most regulated matters. Your team learns to pick correctly without asking IT every time.
Data-handling rules people remember
A short, concrete list of what may enter a model and what must never — client identities, privileged material, regulated personal data, anything under NDA. We teach redaction, anonymization, and the habits that keep sensitive detail out of a prompt in the first place, using examples from your own files.
A usage policy compliance will approve
You leave with a written AI policy aligned to Mexico's LFPDPPP and to your sector's confidentiality duties — roles, permitted tools, data classes, retention, and an incident path. It is built to be defensible to a client, a regulator, or your own partners, not a checkbox.
Tool and vendor selection that holds up
We help you choose tools on the terms that matter: a documented zero-training guarantee, clear data-retention and deletion controls, regional data residency, and contractual confidentiality. You get a vetted shortlist and the criteria to evaluate the next tool yourselves.
A written AI usage policy your legal or compliance function can sign and stand behind
A team that knows, without thinking, what is safe to put into a model and what is not
A vetted shortlist of tools with zero-training and data-retention guarantees in the contract
Adoption that happens in the open — no more confidential work on personal accounts
A defensible position if a client, regulator, or partner asks how you handle their data with AI
Is it safe to use ChatGPT with client data?
Not the free consumer version — by default it can retain inputs and use them to improve the service. The safe path is an enterprise or API deployment with a contractual zero-training guarantee and controlled retention, reserved for the right class of work. We teach your team which tier to use for which task, so the convenient tool and the compliant tool are the same one.
What does an engagement look like, and how long does it take?
We embed on-site and train your whole team hands-on over one to two months, using your real matters as the material, then support you remotely with one-on-one reinforcement for about three months so the habits stick. The policy and tool selection are built during the engagement, not handed over as a template.
How do you keep our confidential data secure during the training itself?
We work inside your environment and your accounts; we do not exfiltrate files or retain your material. Where we use live documents as examples, we use the same redaction and private-model discipline we are teaching. Confidentiality terms are agreed before we start.
Does this cover Mexico's LFPDPPP and our regulatory duties?
Yes. The usage policy is written to align with the LFPDPPP and with the confidentiality and professional-secrecy obligations specific to your sector. It is designed to be defensible to a regulator or a client, not a generic disclaimer.
Can we run AI entirely on our own infrastructure?
For the most sensitive matters, yes — open models can run on-prem or on private cloud so nothing leaves your control. We help you decide where that is worth the cost and where a private enterprise deployment is enough, then train your team on whatever you choose.
What does it cost, and who is it for?
Every engagement is quoted to fit your team size, tools, and risk profile — we do not publish a price. It is built for firms of any profession that handle confidential client data and want their people using AI without exposure. Cohorts are deliberately small. Everything is delivered in Spanish or English.
AI training for firms
The core program — hands-on AI training for your whole team.
AI for law firms
Research, drafting and review — safely, on your own matters.
AI for finance & accounting
Analysis and reporting where AI helps — and where it’s a risk.
AI for architecture studios
Proposals, drafting and a brand-safe image workflow.
AI for marketing & PR agencies
Content and campaigns in each client’s brand voice, without leaking what’s under embargo.
AI for medical practices
Clinical notes, admin and follow-up faster — patient data private.
AI for engineering firms
Calc memos, reports and bids — the numbers stay with the engineer.
AI for real estate
Listings, lead follow-up and contract drafts — client data private.
Let your team use AI in the open
Tell us how your firm handles client data today and what your people are already doing with AI. We will show you what a secure, policy-backed program looks like for your situation.