Source
Secure

Your team can use AI. Your clients stay private.

SourceSecure reads each message in your team's browser before it reaches ChatGPT, Claude, Copilot or Gemini.

  • Spots client details. Names, account numbers, SINs, emails and addresses, even inside attached files.
  • Swaps them for stand-ins. The AI still gets a useful question, just not your client's data.
  • Checks on your own computer. Your firm sees what was caught, never the messages.
Add to Chrome

Also for Firefox and Safari. In Edge, use the Chrome Web Store.

Free to install. Catching things needs a seat on your firm's subscription.

chatgpt.com

Write me an email to Client nameAlan Whitfield about the growth in his portfolio this quarter. He works at EmployerVigiLens, and I spoke with his assistant Contact nameJason Reid last week. Before Friday I want a plain summary of the two options on account Account number4471 0092 8813, and a check that the SIN on file, SIN046 454 286, still matches his tax slip.

5 details held back before this was sent Hover a bar to read it