Kiteworks Compliant AI Assists

As AI agents increasingly operate as digital employees - accessing, sharing, and acting on regulated data - organizations face a critical challenge: ensuring that AI-driven operations meet the same compliance standards applied to human users. Kiteworks Compliant AI Assists address this challenge through purpose-built, governed workflows that extend compliance controls directly into AI operations. Rather than treating governance as an afterthought, each Assist type embeds policy enforcement, encrypted handling, and tamper-evident audit trails into the workflow itself - covering everything from structuring secure workspaces and managing file lifecycles, to generating compliant data collection forms.

Governed Folder Operations Assist

Enables organizations to intelligently structure and organize secure workspaces and repositories tailored to industry-specific workflows — ensuring data is always stored in the right place, with the right access controls.

Industry	Example use cases
Financial Services	Client Portfolio Structuring, Regulatory Filing Organization, Audit Workspace Provisioning, Deal Rooms, AML Case Folders, Loan Origination Packaging
Manufacturing	QMS Folder Setup; Supplier Qualification Packaging; Product Lifecycle Folders; Plant Safety Documentation; ECO Organization
Legal	Discovery Evidence Sharing, Litigation Hold Workspace, Contract Repository Structuring, eDiscovery Collection Folders, Regulatory Response Workrooms
Health & Pharma	Clinical Trial Documentation, Patient Records Segregation, Pharmacovigilance Case Folders, Drug Submission Packaging, Research Lab Organization
Federal Government	FOIA Request Workspace, CUI Folder Segregation, Program Office Standup, IG Audit Preparation, Interagency Collaboration Rooms

Governed File Management Assist

Controls data from creation through disposal, with every file operation governed by the Data Protection Engine (DPE) — ensuring retention, compliance checks, and lifecycle enforcement are fully automated.

Industry	Example use cases
Financial Services	SOX Retention Sweep, End-of-Quarter Financial Close, Trade Confirmation Reconciliation, Examiner Evidence Packaging
Manufacturing	Recall Documentation Assembly, Drawing Version Control, Export Control Screening, Batch Record Assembly
Legal	Privilege Log Generation, Document Production Packaging, Contract Expiration Enforcement, Client File Offboarding
Health & Pharma	Trial Master File Audit, Adverse Event Report Packaging, PHI Minimization Sweep, 21 CFR Part 11 Compliance Check
Federal Gov	CUI Marking Verification, Congressional Inquiry Response, Records Schedule Enforcement, Declassification Review Queue

Governed Forms Creation Assist

Generates governed data collection forms from natural language descriptions, enabling compliant intake and documentation workflows across all regulated sectors — without requiring manual form-building.

Industry	Example use cases
Financial Services	KYC/CDD Client Intake, SAR Intake Form, New Account Opening Checklist, Vendor Due Diligence Questionnaire
Manufacturing	Non-Conformance Report, Supplier Corrective Action Request, Safety Incident Report, First Article Inspection
Legal	Conflict of Interest Check, Legal Hold Acknowledgment, Outside Counsel Acceptance, Whistleblower Report Intake
Health & Pharma	Informed Consent Enrollment, Adverse Event Intake, HIPAA Authorization Form, CAPA Initiation Form
Federal Gov	Ethics Financial Disclosure, ATO Evidence Collection, FISMA Incident Report, Interagency Agreement Intake