AI Governance & Corporate Compliance Retainers for Professional Services

Your team is using AI with client data.
One mistake can cost you everything.

In May 2026, Canada's Privacy Commissioner ruled that ChatGPT violated PIPEDA. Public generative AI prompts can be subpoenaed, completely destroying client privilege. Your team is doing it right now. Trueline IT gives your business a documented AI policy, safe sovereign environments, and ongoing compliance management — for a flat monthly retainer.

Specializing in legal, accounting, financial advisory, and healthcare businesses
Flat monthly fee — no per-seat billing
30-day AI governance deployment
No contracts required

76% of employees admit to using unauthorized AI tools at work. Most of their managers don't know. — IBM Institute for Business Value, 2025

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

Most professional services businesses have no AI policy, no visibility into what tools their team is using, and no idea how much client data has already left the building. Here's what managing partners tell us every week.

⚠️

"My team is using ChatGPT with client data and I found out by accident."

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.

📋

"My cyber insurer sent a renewal form asking about AI governance. I don't have answers."

Insurers are now asking which AI tools your team uses, what policies are in place, and who is responsible. Businesses that can't answer are seeing premiums rise — or claims denied.

😟

"A client asked me directly: what is your AI data handling policy?"

You didn't have a good answer. Neither does most of your competition — yet. 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
  • 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 Ontario cloud nodes)
  • Monthly 30-minute review call
Start Foundation
Most Popular

Growth

AI governance plus workflow automation

$2,500/mo
  • 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
Scale With Growth

Transform

Full AI operations partnership

$4,500/mo
  • Everything in Growth, plus:
  • Unlimited Sovereign Automation Infrastructure (Full local hosting & continuous security pathway audits)
  • Dedicated Private Core Environment (Closed-loop processing for voice, financial ledger, and legal registries)
  • Fractional Chief AI Officer (vCAIO)
  • Executive AI strategy advisory
  • Board-ready AI governance reporting
Transform Operations
Explore the solutions

Go deeper on AI governance

Focused guides to each area of your AI and data exposure.

Free AI Risk Assessment

See where your business is exposed to shadow AI and PIPEDA risk — in 15 minutes.

Learn more →

Safe M365 Copilot

Roll out Copilot without leaking client data into public models.

Learn more →

Sovereign AI Automation

Automation that keeps your data inside Ontario — on your terms.

Learn more →

AI Governance Pricing

Flat-rate retainers — no per-seat billing, insurer-ready docs included.

Learn more →

From exposure to protected in 30 days.

We've removed every barrier. Most businesses have their AI governance foundation in place within 30 days.

1

Book My Free Discovery Call →

A 30-minute call to understand your business, your AI exposure, and which tier fits your situation. No sales pitch — just a diagnosis.

2

We run your AI Risk Audit

We identify every AI tool in use, assess your data exposure, and build your AI Acceptable Use Policy. Delivered in plain English — ready for your insurer, your regulator, and your clients.

3

We manage it ongoing

Policy updates as regulations change. New automations built on schedule. Monthly reporting. You get back to running your business with one answer ready: we have this handled.

Real businesses. Real results.

Professional services businesses across Southern Ontario.

★★★★★
"We were using ChatGPT for patient communications without realizing the privacy risk. Trueline IT flagged it, fixed it, and set up a proper policy in a week. We sleep better now."

Sarah M. — Managing Partner, Maple Ridge Medical Group

★★★★★
"Trueline automated our client follow-up and it saved my team 6 hours a week. The flat rate makes it easy to justify to the partners."

James T. — COO, Northside Advisory Group

★★★★★
"As a financial services business we had real concerns about AI compliance. Trueline assessed our exposure, built our AI use policy, and now manages everything. One less thing to worry about."

Priya K. — Director, Clearview Financial Services

Numbers we stand behind.

We hold ourselves to numbers, not promises.

30 days
To full AI governance
From discovery call to documented AI policy, shadow audit, and M365 configuration
100%
AI policy coverage
Every client gets a documented AI acceptable use policy on day one
$0
Surprise invoices
Flat monthly rate — you always know what you'll pay
1 price
Flat fee
No per-seat billing. One predictable monthly fee regardless of headcount growth

You've probably got questions.

What size businesses do you work with?

We specialise in professional services businesses with 15 to 150 employees — legal, accounting, financial advisory, healthcare, and consulting. If you handle confidential client data and have no internal IT department, you're exactly who we built this for.

What does "flat rate" actually mean?

You pay a fixed monthly fee — not per user or seat. It doesn't matter if your workforce scales or shrinks. Your business investment stays completely predictable. No surprise billing tokens, no hidden seat expansions.

What if we already have some AI tools in place?

Even better. We audit what you already have, identify what's creating risk, configure what's safe, and shut down what isn't. You keep the tools your team loves — just without the liability.

How fast do you respond when anomalies occur?

For AI policy updates, structural compliance queries, and infrastructure environment support, we respond within one business day. Critical architectural pathways or data routing anomalies receive immediate engineering remediation within 15 minutes during business hours.

Is there a contract?

Month-to-month. We earn your business every month. If you're not happy, you can cancel with 30 days notice — no penalties, no drama.

Do you help with AI tools like ChatGPT and Microsoft Copilot?

Yes. We assess which AI tools are safe for your business, set up usage policies, configure permissions in M365, and automate workflows using AI — all included depending on your plan.

What is an AI privacy risk assessment?

It's a structured review of every AI tool your team is using, how it handles your data, and whether your current setup creates regulatory or insurance exposure. We deliver it as a written report with a risk score and a recommended action plan. It's included as part of the onboarding process for every new client.

Start here

Find out exactly where your business is exposed.

Tell us a bit about your business and we'll be in touch within one business day.

Book a 30-minute call. We will assess your AI exposure, answer your questions, and tell you exactly what needs to be done — no sales pitch, no obligation.

We'll respond within 1 business day. No spam, ever.

Request received. ✔

Check your email — we'll send a calendar link within 5 minutes.

Or call us: (647) 360-5774
📞 Call Now: (647) 360-5774 — Free Discovery Call