For Professional Services

AI Governance & Automation for Professional Services

Use AI safely in your firm—done for you.

For law firms, accountants, financial advisors and clinic teams: written AI policies, staff training and monitoring. PIPEDA-ready; PHIPA-ready for health practices.

Not you? Home services →Appointment businesses →

In May 2026, Canada’s Privacy Commissioner found that OpenAI’s initial training of ChatGPT contravened PIPEDA. Law societies have advised lawyers not to place confidential or privileged client information into generative AI tools without adequate safeguards. Trueline IT gives your business a documented AI policy, safe tools, and ongoing compliance management — for a flat monthly fee.

For law firms, accountants, financial advisors and healthcare practices
Flat monthly fee — no per-seat billing
30-day AI governance deployment
No contracts required
Get My Free AI Risk Assessment

Find out exactly where your business is exposed

No sales pitch. Just an honest look at your AI exposure and what it takes to fix it.

We reply within one business day.

Getting started

Your AI governance foundation in place within 30 days.

1

Get My Free AI Risk Assessment

Send your name and email. We review your current setup. No software installed. No commitment required.

2

Get your AI Exposure Risk Report

We document every data leak, compliance gap, and operational liability — in plain English. 100% Free.

3

Secure Infrastructure Rollout

We transition your workflows into your private cloud. Your team notices zero manual data bottlenecks. You notice absolute compliance safety.

Use the margin leakage calculator with your own headcount and salary.

Sound familiar?

The call you're dreading has already happened at another business

🔥

Staff using ChatGPT with client data

Employees paste contracts, financials, and client notes into public AI tools every day. You didn't authorize it. You don't know how much has already left the building.

💸

Your cyber insurer is asking about AI

Renewal forms now ask which AI tools your team uses and what policies are in place. Businesses that can't answer face higher premiums — or denied claims.

🔐

A client asked about your AI policy

You didn't have a good answer. The businesses that get ahead of this question will win the clients who ask it.

Sovereign Infrastructure

The Flat-Fee Compliance Matrix

Foundation

Your AI-safe operational foundation

$1,500/mo

+$3,000 setup

  • ✓ AI Acceptable Use Policy — created and maintained
  • ✓ Quarterly shadow AI audit
  • ✓ Microsoft 365 and Copilot AI configuration
  • ✓ Insurer-ready compliance documentation
  • ✓ 1 Active Sovereign Workflow Pipeline (Containerized locally within private cloud nodes)
  • ✓ Monthly 30-minute review call
Most Popular

Growth

AI governance plus workflow automation

$2,500/mo

+$5,000 setup

  • Everything in Foundation, plus:
  • ✓ Up to 3 active automated workflows maintained
  • ✓ 1 New Custom Enterprise Pipeline Build per quarter (Pre-mapped data pipeline execution within strict availability scopes)
  • ✓ AI vendor risk assessment
  • ✓ Monthly AI usage report
  • ✓ Dedicated account manager
Get My Free AI Risk Assessment

Fractional AI Officer is $10,000–25,000/mo. See Fractional AI Officer.

Setup fees: $3,000 Foundation / $5,000 Growth — see /ai-consulting-pricing and /terms.

Ready to secure your operations?

Send us your name and email for a free 30-minute review. We'll assess your AI exposure and outline your implementation timeline.

Get My Free AI Risk Assessment

More from Trueline IT

Continue exploring how we help regulated businesses stay compliant.

Free AI Risk AssessmentSee where your business is exposed to shadow AI and PIPEDA risk.Learn more → Safe M365 CopilotRoll out M365 Copilot without leaking client data into public models.Learn more → AI Governance PricingFlat-rate AI governance retainers — no per-seat billing, insurer-ready docs.Learn more → Shadow AI preventionA documented AI use policy, a shadow AI audit, and ongoing compliance management for your firm.Learn more →