Free one-week check
Run Safe-Desk for a week and see what your staff are giving to AI.
Short answer
Install Safe-Desk as normal. For the first 7 days it reports the client details your staff send to ChatGPT, Claude and the other AI sites instead of hiding them. Social Security and card numbers stay hidden, and passwords and keys are always stopped. You see each catch as it happens, and on day 7 you get a report of what would have been protected, by kind of data, by person and by AI site. Then protection turns on.
Updated September 24, 2026 · SOPHIA XT LLC
How the week works
- Install as normal. Sign up, add your staff, and put the Safe-Desk extension in each computer's Chrome or Edge, or the Windows app for the ChatGPT, Claude and Copilot desktop apps. The setup docs give the order for an office.
- For 7 days, Safe-Desk mostly reports. When a message holds a client detail, such as an account number, an address or a client's name, it goes to the AI as your staff wrote it, and Safe-Desk records what kind it was, who sent it and which AI site it went to. Social Security, taxpayer and card numbers stay hidden all week, because those are the ones that do real harm if they leak, and they are still counted in the report. Passwords, PINs, API keys and text marked privileged are still stopped. File uploads to AI sites follow your upload setting, which stops them unless you change it.
- You watch the catches arrive. Each one appears in your log, and on your phone if you turn alerts on. You can open the report at any time to see the week so far.
- On day 7 your report is ready. It shows how many messages held client details, what kinds of data they were, who sent them, which AI sites they went to and on which days, and how many of your people were covered compared with how many you invited. The single biggest finding is written at the top in one sentence. It never shows the values themselves, only what kind of data each one was. You can print it or save it as a PDF.
- Then protection turns on. The report ends with one button, Turn on protection, which you can press at any point in the week. If you don't, protection turns on by itself at the end of day 7 and you get a notice. From then on client details are swapped for placeholders before the AI sees them, under the rules for your industry.
What the check can't see
Safe-Desk only sees AI use on computers where the extension or the Windows app is installed and signed in. A staff member using AI on a phone, on a home computer, or in a browser without the extension is not in the report. The report says how many of your people were covered, so you can tell how complete the picture is. Names, addresses and dates found from context are a best effort; the client list you add is the sure way to catch names.
What happens to the data
The same as everywhere else in Safe-Desk. Messages and AI answers are never stored. The log keeps who, when, where and what kind of data a rule caught, never the value. During the week, messages reach the AI provider as your staff wrote them, which is what happens today without Safe-Desk. The security page lists what is kept and for how long.
What it costs
The check is the first week of the free trial. No card is needed to start. Add one in Account before the 14 days are up to keep Safe-Desk on; if you don't, it stops at the end of the trial and nothing is charged. Safe-Desk costs $19 per staff member a month, with a 14-day free trial. Each seat includes $5 of AI a month inside Safe-Desk, pooled across the firm, and AI beyond that is billed at the model's cost plus 30%. Using your own ChatGPT or Claude through the extension or the connector costs nothing extra. Optional setup: we set it up for $149 for up to 10 staff, $10 for each extra person.
Questions
Do my staff have to do anything different?
No. They use ChatGPT, Claude and the other AI sites as they do now. During the week most client details go through as written and are reported to the owner; Social Security and card numbers are still swapped for placeholders.
Is my firm less protected during the week?
Somewhat, for seven days: client details such as names, addresses and account numbers reach the AI as written, as they do today without Safe-Desk. Social Security, taxpayer and card numbers stay hidden, and passwords, keys and privileged text are still stopped. A firm already using Safe-Desk can start its one check from Home, and the same applies for that week. You can turn protection on at any time.
Can I end the week early?
Yes. The report's Turn on protection button works at any point in the week.
Who sees the report?
Only the firm's owner. IT admins who set Safe-Desk up for you don't see it, and SOPHIA XT sees only counts per firm, never a name or a kind of data.
What if my staff don't install it?
Then Safe-Desk sees nothing and the report says so. It shows how many people had Safe-Desk working against how many have accounts.
Related
- How to stop staff pasting client data into ChatGPTPolicy, approved accounts, a gate in the browser, and a log the owner reads.
- Is it safe to use ChatGPT with client data?What happens to what you type, business versus consumer plans, and the rules that apply.
- SecurityWhat we keep, what we never keep, and every subprocessor.
See your own firm's week.
Start the one-week checkSee how it worksSafe-Desk costs $19 per staff member a month, with a 14-day free trial. Each seat includes $5 of AI a month inside Safe-Desk, pooled across the firm, and AI beyond that is billed at the model's cost plus 30%. Using your own ChatGPT or Claude through the extension or the connector costs nothing extra. Optional setup: we set it up for $149 for up to 10 staff, $10 for each extra person.