Industry
Professional Services
Accounting, engineering, consulting and other advisory firms hold client information in confidence, and increasingly use AI to do their work.
- Pressure points
- 4 we see most often
- Usual starting point
- AI Governance Readiness Assessment
- Engagements
- Fixed scope and fee
Pressure points
Your clients' information is part of what they pay you to protect.
- 01
Client confidentiality meets privacy law
Firms hold personal information about clients and their staff, often alongside commercially confidential material.
- 02
Clients are asking questions
Larger clients increasingly send privacy, security and AI questionnaires to their advisers and suppliers.
- 03
AI in client work
Drafting, research and analysis tools may receive client information, raising questions about consent, confidentiality and quality control.
- 04
Document sprawl
Client files live across email, shared drives and practice software, which complicates retention and access control.
This page describes the privacy and governance pressures common to professional services firms. It is general information, not advice about your organisation.
Where organisations in this sector usually start
- AssessAI Governance Readiness AssessmentFind the AI already in use across your organisation, assess it against Australia's Guidance for AI Adoption, and leave with a register, a policy draft and a clear set of priorities.
- AssessPrivacy Compliance ReviewA fixed-scope review of how your organisation handles personal information against the Australian Privacy Principles, with a ranked gap register and a 90-day plan.
- BuildData Governance Framework DevelopmentEstablish who owns your key data, what it means, how it may be used and how its quality is managed, starting with a two-week assessment.
Start with a conversation.
A free 20-minute call to understand your situation and recommend the right first step. Scope and a fixed fee are confirmed in writing before any work starts.