
The Accounting Firm Caught Off Guard
During tax season crunch, an accountant uploaded complete client financial packages to AI. The firm caught it just in time—but not without cost.
Real-world examples of shadow AI risks and how organizations responded. These composite case studies are based on actual incidents to protect confidentiality.

During tax season crunch, an accountant uploaded complete client financial packages to AI. The firm caught it just in time—but not without cost.

How a 35-employee RIA implemented AI governance before an incident—and impressed SEC examiners in the process.

A 45-employee medical practice discovered their billing staff had been sharing patient records with AI tools. Here's what happened—and what it cost them.

A junior associate used AI to draft a brief with fabricated case citations. The sanctions, malpractice suit, and fallout cost the firm over $250,000.

A senior engineer uploaded proprietary defense specifications to an AI tool. The company lost a $2.4M contract and millions more in business impact.
Assess your shadow AI risk before it becomes an incident.