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AI DLP & governance

AI data loss prevention for Australian teams

AI data loss prevention (AI DLP) is the work of stopping client records, source code and financial data from entering the wrong AI tool. VibeZero delivers it as a fixed scope engagement for Australian small businesses. The work combines an inventory, usable rules, staff guidance and technical controls suited to the systems in scope.

Describe the problem in a sentence or two. Please do not send credentials or sensitive records.

Want to gauge your exposure first? Take the free self check for an indicative risk score.

Best fit
Teams using Copilot and public AI with sensitive information
Main deliverable
Tool inventory, data rules and a prioritised control plan
Client access
A sponsor, a sample of staff and the relevant Microsoft administrator
Commercial model
Fixed scope assessment, project delivery or managed review
Delivery ownership
  1. Scope
  2. Review
  3. Findings
  4. Walkthrough

The accountable team stays involved from scoping through the final walkthrough. Specialist capability is added where the evidence needs it, with responsibilities agreed before work starts.

The leak surface

AI use creates a data path most businesses cannot see

A bookkeeper pastes a client's profit and loss statement into ChatGPT to summarise it. A salesperson asks Claude to redline a contract. A developer shares source code with a coding assistant. None is malicious; each person is trying to work faster.

Cyberhaven's 2026 AI Adoption and Risk Report says 39.7% of the AI interactions it analysed involved sensitive data. That is vendor research, not a measure of your environment. No control removes every path.

Across a team, that adds up to exposure that is hard to see until something goes wrong. AI DLP brings approved tools and the personal accounts, meeting bots, browser assistants and embedded SaaS features found during the agreed review under one set of usable rules.

Scope

What an AI DLP engagement covers

AI tool inventory

Find sanctioned tools, personal login shadow tools, browser extensions, meeting bots and AI features embedded in existing SaaS.

Data classification

Define plain English categories for client records, source code, financial data, health information, contracts and other sensitive material.

Microsoft 365 controls

Reduce oversharing and inappropriate access with agreed sensitivity labels, Purview rules and conditional access settings.

Public AI tool policy

Write usable rules for ChatGPT, Claude, Gemini and other public tools, with safer alternatives where the use case is justified.

Meeting bot and SaaS AI

Review which assistants are processing company data, disable unjustified features and document approved ones.

Incident response

Create a step by step playbook for assessment, documentation, vendor contact and possible Notifiable Data Breach obligations.

Client perspective

A client view of our security review work

Stacey Blackwell describes how VibeZero scopes, reports and hands over technical work. The feedback covers delivery practice rather than this service.
Every issue came with a practical fix, sequenced so we could ship safely, and they handed over their testing tools so the value outlasted the engagement.
Stacey BlackwellDirector, BuildScoreRead the full client feedback

Engagement status

Assessment, implementation or managed review

Pricing is on application, with scope and the figure agreed in writing before commencement. See the Pricing page for how projects and retainers are handled. The assessment can also reference our Privacy Act 2026 checklist, but it is not legal advice or compliance certification.

Assessment | one off

Assessment

A fixed scope written assessment, usually the starting point for a small business and estimated at two to three weeks.
  • AI tool inventory
  • Data classification
  • Privacy control gap review
  • Prioritised remediation list
Implementation | project

Implementation

We deliver the agreed remediation in an estimated four to eight weeks.
  • Everything in Assessment
  • Microsoft 365 controls configured
  • Policy and cheat sheet written
  • Staff training delivered
Managed | retainer

Managed

Ongoing monitoring and quarterly review on a rolling monthly retainer.
  • Everything in Implementation
  • Quarterly control review
  • New tool risk reviews
  • Incident guidance within agreed support hours
Pricing is on application. The engagement type, scope and fee are agreed in writing before commencement.

Method

How the engagement runs

We work primarily with Australian small businesses of five to fifty staff, with the assessment as the usual starting point.
  1. Scope

    30 min scoping call

    We confirm the tier, contact, boundaries and what is in or out of scope.
  2. Inventory

    Map the AI tool surface

    We review sanctioned tools, reported personal use, meeting bots, browser plugins and embedded SaaS AI within the agreed scope.
  3. Classify

    Map the data risk

    We identify the data categories that should never reach a public AI tool.
  4. Remediate

    Reduce the leak surface

    We configure the agreed controls, the client signs off the public tool policy and we deliver staff guidance.
  5. Maintain

    Keep it current

    The Managed tier reviews controls quarterly as tools and vendor terms change.

Choose the right starting point

Readiness, usage, DLP or privacy advisory

Whole organisation

AI Readiness Audit

Use this when leadership needs to understand opportunities, operating gaps and the order of work.
Read about AI Readiness Audit
Staff behaviour

AI Usage Review

Use this when you need a reported snapshot of tools, practices and data handling before writing policy.
Read about AI Usage Review
ControlsCurrent service

AI Data Loss Prevention

Use this when the priority is policy, staff guidance and technical controls around AI data movement.
One platform

Data and Privacy Advisory

Use this when a nominated CRM or platform needs an independent review of hosting, access, retention and response.
Read about Data and Privacy Advisory

Boundaries

What this engagement is not

Not in scope

Network or device DLP

Endpoint and network DLP remains the MSP's territory; this engagement focuses on the AI tool surface above it.
Not the objective

A blanket AI ban

The objective is productive sanctioned use with risky paths made difficult, not a prohibition staff work around.
No reseller interest

A Microsoft licence sale

VibeZero does not resell Microsoft 365 SKUs or earn margin on Copilot licences.
Advisory boundary

Legal advice

We work alongside privacy counsel and do not replace legal opinions or final compliance sign off.
Separate service

A penetration test

AI DLP addresses authorised user data leakage; penetration testing addresses unauthorised access.

Triggers

When this engagement makes sense

Copilot rollout

Microsoft 365 Copilot is live or imminent

Sensitivity labels and Purview rules need review before staff use Copilot with sensitive information.
Cyber insurance

Renewal form has AI questions

An insurer or procurement form asks for evidence of AI policy, data handling and incident response.
Near miss

Something nearly went wrong

A staff member shared information with a public tool and the business wants a repeat prevented.
Regulator pressure

Sector regulator asking about AI

A regulator wants to know how client or patient information is governed when AI is used.
Tender

Procurement questionnaire

A larger client or government tender requires credible answers on AI governance.
Shadow AI

Staff using personal AI logins

The business suspects company data is moving through personal ChatGPT, Claude or Gemini accounts.

Practical details

Questions about AI Data Loss Prevention

What is assessed, what you receive and where advisory responsibility stops.

AI data loss prevention is the work of reducing the chance that confidential data leaves the business through AI tools. It can cover Microsoft 365 permissions, staff pasting information into public AI tools, meeting bots, browser assistants and AI features inside existing software. The engagement combines proportionate technical controls, a written usage policy, staff guidance and an incident response playbook.

Start here

Map and reduce the AI data leak surface

Pricing is on application. The engagement type, scope and fee are agreed before commencement.Enquiries get a reply within one business day.