Security for remote teams and the AI they use
Data loss prevention (DLP)

Data loss prevention that keeps sensitive data where it belongs

Sensitive data leaks quietly: a client list emailed to a personal account, a contract shared with "anyone with the link," a spreadsheet pasted into an AI chatbot. Upfortify sets up and manages data loss prevention so personal data, intellectual property and financial records stay on approved devices and in approved cloud storage.

Data leaves through ordinary actions

Most data loss isn’t a dramatic hack. It’s normal work done slightly wrong: forwarding a file to a personal email to work on it at home, sharing a folder publicly to save time, syncing company files to a personal cloud account, or pasting client details into an AI tool. In a remote team, all of that happens outside any office network, so the controls have to live in the apps and on the devices.

What DLP protects

  • Personal data (PII): names with addresses, ID numbers, dates of birth and contact details.
  • Health and financial records: patient information, card numbers, bank details.
  • Intellectual property: source code, designs, pricing and product plans.
  • Credentials and keys: passwords, API keys and access tokens pasted where they shouldn’t be.

Where controls apply

Email

Detect sensitive data in outgoing messages and attachments, and warn or block when it’s going outside the company.

Cloud storage and sharing

Stop public and external sharing of files that contain sensitive data in OneDrive, SharePoint, Google Drive and similar.

Endpoints

Control copying to USB drives, personal cloud sync and printing on company laptops, wherever they are.

AI tools and the browser

Detect sensitive data being pasted or uploaded into unapproved AI tools and websites, a key control for shadow AI.

How we roll it out

Classify

Agree what counts as sensitive for your business and label where it lives.

Monitor

Turn on policies in monitor mode to learn how data really moves, without blocking anyone.

Warn

Show short, helpful warnings for risky actions, so people learn the rules in the moment.

Enforce

Block clearly risky actions, with an easy way to request exceptions and a regular review of what’s caught.

Part of a layered data defense

DLP controls what leaves. SaaS and cloud posture management fixes risky sharing settings at the source, and immutable backup makes sure you can recover if data is encrypted or deleted.

Frequently asked questions

What is data loss prevention (DLP)?

Data loss prevention is a set of policies and tools that find sensitive information, such as personal data, health records, card numbers, source code or financial files, and stop it from being shared, copied or uploaded somewhere it shouldn't go.

Do we need separate DLP software?

Often not at first. Microsoft 365 and Google Workspace include DLP features on many business plans. We start with what you already pay for, and recommend dedicated tools only when you need coverage they don't provide.

Can DLP stop people pasting data into ChatGPT?

Modern DLP and browser controls can detect and block sensitive data being uploaded or pasted into unapproved AI tools, while allowing approved business AI accounts. It's one of the most practical controls for shadow AI.

Will DLP block people from doing their jobs?

Not if it's rolled out properly. Policies start in monitor mode to learn normal behavior, then move to warnings and finally blocks for clearly risky actions. Most users only ever see a short warning.

What data should DLP protect first?

Start with whatever would hurt most if it leaked: customer personal data, health or financial records, credentials and keys, and your core intellectual property.

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