
Why "It's Legal" Isn't The Point
Your AI Just Built You a CRM.
Nobody Built You a Compliance Policy.The tools moved fast. The governance didn't. Here's what closes the gap.
- Your team adopted AI agents faster than anyone wrote a policy for them.
- Every agent touching client data is a decision nobody signed off on.
- The breach isn't hypothetical — ask Hugging Face.
What's inside the Deep Dive
- Where the real exposure lands for law firms, accounting practices, and financial advisories — by name, by rule (ABA 1.6, Circular 230, GLBA, HIPAA)
- 4 questions to ask any vendor before they touch client data — and what it means if they won't answer
- A compliance policy you can put in place this week: data mapping, contract review, audit-trail requirement, named owner
Built by the team that had to solve this for real client data before selling it as advice.
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