Data Security for Professional Services
Professional services firms, including law firms, accounting practices, management consultancies, and financial advisory firms, run multiple client engagements simultaneously, and the files those engagements generate move constantly across teams, AI tools, and external collaborators that legacy DLP was never designed to cover. This datasheet breaks down how Cyberhaven's AI and Data Security Platform gives your security team visibility and control across every channel client data touches, from ethical wall enforcement and AI adoption governance to early detection of departing-employee risk. If 82% of generative AI tools used in professional services carry medium-to-critical risk and your current tools can't trace what client data enters them, start here.
Key Takeaways:
- AI adoption is creating client confidentiality risk.
82% of generative AI tools used in professional services carry medium-to-critical risk, and 72% of clients are already concerned about how their data is handled when firms use AI. Cyberhaven tracks what client-confidential data enters AI applications in real time and coaches users toward approved workflows, so firms can adopt AI without creating undisclosed exposure. - Client data crosses engagement boundaries more often than firms realize. Professional services firms run multiple engagements simultaneously, often with overlapping teams and shared infrastructure. Cyberhaven tracks data by lineage rather than content alone, detecting when files from one client matter are accessed or transferred outside the authorized team and enforcing ethical walls without manual configuration.
- Departing professionals are a high-risk data exposure window.
When staff prepare to leave a firm, they commonly begin staging client materials before their departure date. Cyberhaven detects abnormal access patterns, bulk downloads, and transfers to personal cloud storage so security teams can investigate and respond before sensitive client data leaves the organization.
