Agencies, consultancies, and accountants build client portals, internal tools, and dashboards with AI. Your reputation rides on confidentiality, and if you sell to bigger clients, they'll run a security review before signing. AI-built portals rarely survive that scrutiny. We secure and scale AI-built professional services apps.
Client portals and internal tools are where AI-built professional services apps typically fall short.
Contracts, financials, and confidential documents get uploaded into apps that were never built to restrict who can see them.
If your portal serves multiple clients, weak tenant isolation means one client can end up seeing another client's data — a serious breach of trust and confidentiality.
Bigger clients run a security review before signing. Without access controls and audit logging in place, most AI-built portals can't produce what a reviewer asks for.
Internal tools wired up quickly with AI often leave API keys and integration credentials exposed in code or config that shouldn't be publicly accessible.
If you hold personal data on clients, privacy law creates consent and deletion obligations that most AI-built portals never implement. See what GDPR requires →
| What you built | Hidden risk |
|---|---|
| Client portal | Multi-tenant data leakage |
| Internal dashboard | Over-broad access |
| Document sharing | Insecure storage |
| Reporting tool | Exposed data |
| CRM | Unprotected PII |
You need access controls, audit logs, and documented processes in place. We get you audit-ready. See what SOC 2 requires →
If tenant isolation is weak, yes. We test your portal for exactly this and fix it before it becomes a breach.
We look at tenant isolation, access control and audit logging, how documents are stored, and whether integration keys and credentials are exposed.
No. We work inside what's already built. The scan tells us exactly what to fix, and remediation keeps your existing app and client data intact.
The scan is free. A full audit starts, scoped to exactly what the scan finds.
Get a free scan of your client portal or internal tool — plain-English results, no obligation.
Start With a Free Scan →