For Law Firms, Accountants and Advisors
Use AI safely in your firm—done for you.
For law firms, accounting practices, bookkeepers, tax preparers, financial advisors and wealth managers: a written AI policy, staff training and monitoring. Set up with PIPEDA in mind.
Insurance agencies, mortgage brokers, consultants, architecture and engineering firms, HR consultancies and property managers get the same flat monthly fee.
In May 2026, Canada’s Privacy Commissioner found that OpenAI’s initial training of ChatGPT did not comply with PIPEDA (PIPEDA Findings #2026-002). 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 AI policy upkeep — for a flat monthly fee.
Find out exactly where your business is exposed
Just an honest look at your AI exposure and what it takes to fix it.
Your AI governance foundation in place within 30 days.
Start with the $1,000 AI Liability Assessment
It's credited in full toward a retainer if you continue within 90 days. Prefer to talk first? Send your name and email. We review your current setup. No software installed. No commitment required. Book My AI Consultation.
Get your AI exposure risk report
We document every data leak, compliance gap, and operational liability — in plain English. The paid first look is the $1,000 AI Liability Assessment.
Secure infrastructure rollout
We transition your workflows into your private cloud. Your team notices zero manual data bottlenecks. You see the change: your staff stop pasting client data into random AI tools, because there's a written policy and someone watching it.
Use the margin leakage calculator with your own headcount and salary.
What the assessment covers
- Shadow AI use
- Client data leaking into public tools
- Your AI acceptable-use policy
- Microsoft 365 Copilot settings
- PIPEDA gaps
- Staff AI training
- Vendor AI terms
- Cyber insurance readiness
The call you're dreading has already happened at another business
79% of Canadian office workers use AI at work, but only 1 in 4 rely on enterprise-grade AI tools (IBM, 2025).
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.
How the ladder works
Fractional AI Officer is $10,000–25,000/mo. See Fractional AI Officer.
The ladder starts with the AI Liability Assessment at $1,000, credited in full toward a retainer if you continue within 90 days. Then the Fractional AI Officer retainer at $10,000–25,000/mo. Add an AI Support Agent when routine questions should be answered from material you approve. Month to month. Cancel anytime. No notice period. No cancellation fee. Every monthly service has a 30-day money-back guarantee. If you are not happy, tell us within 30 days of your first invoice and first payment and we refund your entire first invoice. No questions asked. Full terms on /terms.
Ready to secure your operations?
$1,000, credited in full toward a retainer if you continue within 90 days. Or send your name and email.
Book My AI ConsultationMore from Trueline IT
Continue exploring how we help regulated businesses use AI safely.
Common questions
Do you install software on day one?
No software installed. No commitment required.
Is there a contract?
Cancel anytime. No contracts, no cancellation fees.
Is there a money-back guarantee?
Every monthly service has a 30-day money-back guarantee. If you are not happy, tell us within 30 days of your first invoice and first payment and we refund your entire first invoice. No questions asked. Full terms on /terms.