Improving AI Visibility for a Professional Services Firm
A national professional services firm partnered with Peritus to gain visibility into AI usage, reduce data exposure risks, and establish governance policies that protected client information and operational integrity.
Reduced
significant reduction in data exposure risk from unmanaged AI activity
Clarity
full visibility into AI tools and usage patterns across the firm
Governed
clear, firm-wide AI policies aligned to client confidentiality obligations
1. The Challenge
The organisation a multi-disciplinary professional services firm handling sensitive client information across consulting, financial advisory, and project delivery was experiencing a rapid increase in staff experimenting with generative AI tools.
While the firm embraced innovation, the lack of visibility and governance created meaningful risks:
client data being shared with external AI tools
no central view of which AI platforms were being accessed
inconsistent understanding of appropriate vs. unsafe usage
difficulty assessing the risk of AI-generated content
no governance framework or escalation process
With client confidentiality and regulatory expectations at the core of their operations, the firm needed structured oversight and safer ways to adopt AI.
2. Our Approach
Peritus delivered a tailored AI Visibility and Governance engagement designed for the needs of professional services organisations.
Our work included:
Deploying AI usage monitoring across web, SaaS, and productivity tools
Identifying high-risk usage patterns and data handling behaviour
Creating clear acceptable-use policies and safe usage guidelines
Establishing governance processes and incident workflows
Advising on platform controls, endpoint configurations, and risk mitigation
Providing staff training on secure and responsible AI usage
Building reporting dashboards for leadership visibility
This gave the firm the ability to innovate with AI while maintaining compliance and protecting client trust.
3. The Outcome
The engagement delivered immediate visibility and long-term governance improvements:
Comprehensive insight into AI usage, tools, and data interactions
Significant reduction in risky AI behaviour and data exposure
Clear, practical AI usage policies adopted firm-wide
Early detection and remediation of unsafe prompt or data-sharing practices
Improved staff understanding of appropriate AI use
A sustainable governance model supporting ongoing innovation
Peritus enabled the firm to move from unmonitored experimentation to safe, structured AI adoption.
“Peritus gave us visibility we simply didn’t have before. Their approach helped us understand our risks, optimise our controls, and introduce AI safely across the organisation.”