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Solvera AI Protection

Use AI to save time without putting client information in the wrong place.

Solvera Shield layer 7 of 9: AI tools

Why Offices Choose AI Protection

Approved AI tools

Your team knows which AI tools are allowed for company work.

A plain-English AI policy

Clear rules on what can and cannot go into an AI tool.

Guardrails that back it up

Unapproved AI sites are blocked and approved tools use company sign-ins.

More Solvera Shield Services

What it is

Solvera AI Protection is how we help your business use AI tools safely. It combines an approved tools list, a written AI use policy, company-managed sign-ins for approved tools, web filtering for unapproved ones and training for your team.

Why it matters for your business

AI tools can save your team hours, but some free tools may keep or learn from what people type. For a medical, legal or accounting office, pasting client details into the wrong tool can create a privacy problem. Clear rules and the right setup let your team use AI with confidence.

How it works

  1. We learn which AI tools your team already uses and what they use them for.
  2. We help you choose approved tools and write a short AI use policy your team signs.
  3. Approved tools are set up with company accounts, so your business keeps control when someone leaves.
  4. Unapproved AI sites are blocked through Solvera Web Filtering.
  5. Your team gets short training on safe AI use, and we revisit the policy as tools change.

How it protects your business

  • Keeps client and patient information out of unapproved AI tools
  • Puts AI accounts under company control instead of personal sign-ups
  • Blocks unapproved AI websites on company devices
  • Gives staff clear rules they can follow
  • Helps answer AI questions from clients, auditors and insurers
  • Supports professional duties, like ABA Formal Opinion 512 for law firms

Where it fits in the Solvera Shield

Solvera AI Protection is the AI tools layer, number 7 of 9 in the Solvera Shield. It works alongside the other layers, so if one misses something, the next one is there. It is included in every Solvera plan. See plans and pricing.

Solvera AI Protection FAQ

Do we have to stop using free AI tools?

Not always. We help you decide which tools fit your work and your privacy rules, and set them up the safe way.

Can we use AI with client or patient information?

It depends on the tool, your agreement with the vendor and your rules, like HIPAA or attorney confidentiality. We help you sort out what is allowed and write it down.

Is this only for large companies?

No. Small offices often adopt AI faster because there are fewer approvals. That is why clear rules matter early.

Is AI Protection included in every plan?

Yes. Like the rest of the Solvera Shield, it is part of every Solvera plan.

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