Gross Mendelsohn Blog

AI & Data Security: How to Protect Your Business In an AI Driven World

Written by Bill Walter | Feb 9, 2026 7:34:00 PM

Artificial intelligence tools exploded into the workplace almost overnight. What started as a novelty — typing a question into a chatbot — has quickly evolved into something much bigger: employees using AI to draft client communications, summarize meetings, research complex topics, and even generate financial or legal language.

Tools like Microsoft Copilot offer tremendous productivity gains. But they also open the door to new security risks, especially when employees don’t fully understand where their data goes and who can see it.

As a business owner, you’re right to feel both excited and uneasy. AI can help your team work faster. But without the right guardrails, it can expose your proprietary information in ways traditional cyber threats never could.

Let’s walk through what you need to know to keep your organization safe.

Understand What Happens to Your Data When You Use AI Tools

One of the biggest misconceptions about AI tools, especially free ones, is that they are harmless. After all, you’re just typing in a question. What’s the risk?

A lot, actually.

When employees enter anything into a public AI tool, that information may be:

  • Stored indefinitely

  • Used to train the company’s AI models

  • Reviewed by human moderators

  • Shared with third parties

  • Used for targeted marketing or monetization

If an employee uses an AI tool to draft a letter and includes a client’s name, bank information or other proprietary details, that data is no longer private. Without the right cyber security measures in place, it leaves your network and enters a system you do not control.

That’s a serious business risk — one that cyber insurance carriers, auditors and regulators are paying close attention to. Unfortunately, bad actors who thrive on lax cyber security practices are also paying attention.

Recognize That Not All AI Tools Are Created Equal

This is where Microsoft Copilot is different — and why Gross Mendelsohn selected it as our firmwide AI platform.

Copilot lives inside your organization’s Microsoft 365 environment. That means:

  • Your company’s existing security policies apply

  • Data stays within your tenant, not the open internet

  • Multi‑factor authentication protects access

  • Access is limited to only the information the user already has permission to see

It’s a controlled, enterprise‑grade AI solution — not a public chatbot absorbing your confidential data for its own learning purposes.

But make no mistake: even with Copilot, employees still need to use AI responsibly. Secure tools only stay secure when users follow secure practices.

Train Employees to Use AI Thoughtfully, Not Blindly

AI tools are powerful, but they’re not perfect. They make mistakes, sometimes confidently producing incorrect or entirely fabricated information. In the AI world, this is called a “hallucination.”

Employees shouldn’t rely on AI to be the final word. Instead, AI should help them:

  • Start a task

  • Organize information

  • Draft content

  • Speed up repetitive work

But humans must remain the editors, reviewers and final decision-makers.

Think of AI like a turbocharged assistant. It’s fast and helpful, but it doesn’t know when it’s wrong.

Protect Proprietary Information Like Your Business Depends On It (Because It Does)

Every organization handles sensitive data, such as:

  • Internal financial data

  • Employee records

  • Client names

  • Legal documents

  • Social Security or bank account numbers

  • Strategic plans and proposals

Employees must treat all of these as off‑limits in any AI system that is not approved by your IT team.

Public AI tools are effectively giant data‑collection engines. If it’s free, your data is the product. And once that information is entered, you can’t pull it back.

Even with Microsoft Copilot, where protections exist, your team should follow the same practice we teach internally here at Gross Mendelsohn: if you wouldn’t email sensitive information unencrypted, don’t paste it into an AI tool.

Implement Clear AI Policies Before Usage Gets Out of Control

Most businesses never plan for AI adoption. Employees bring in these tools on their own, long before leadership realizes how widely they’re being used.

That leaves organizations exposed.

Smart business owners should act now before AI becomes another shadow‑IT problem.

At a minimum, your policies should cover:

  • Which AI tools are approved

  • What data can or cannot be entered

  • How employees should verify AI‑generated output

  • Rules for meeting recordings, transcriptions and storage

  • Who is responsible for monitoring compliance

AI policies are not optional.

Stay Alert: AI Will Continue Changing Faster Than Most Businesses Can Keep Up

AI tools evolve monthly — sometimes weekly. New features appear before employees understand the old ones. That speed creates real business risk if your IT team isn’t involved in evaluating and approving new tools.

Business owners should assume:

  • Employees will try new AI apps they find online

  • AI platforms will become increasingly integrated into workflows

  • Hackers will use AI to improve phishing, impersonation and data‑theft techniques

  • Regulators will demand more documentation on how you protect client information

AI is here to stay. But so are the risks.

Where to Start

Choosing the right AI tools, and deploying them safely, requires more than enthusiasm. It requires strategy, governance and strong cyber security.

If you’re unsure whether your team is using AI safely, or you want help creating responsible‑use policies, our cyber security specialists are here to support you. We can:

  • Assess your current AI risks

  • Help you implement secure AI tools like Microsoft Copilot

  • Tighten data‑privacy protections

  • Train your employees on safe AI usage

AI can absolutely unlock productivity — but only when implemented with security in mind.

Need Help?

Contact us here or call 410.685.5512 with any questions.