Your team is already using AI. Without written rules, every decision about what’s acceptable gets made individually, by whoever happens to be in a hurry. Someone pastes a client contract into a free account to summarise it. Someone else uploads financials to check a calculation. Neither thinks they’re doing anything wrong, because nobody ever told them otherwise. This template fixes that in an afternoon.
A 15 minute video call with our AI specialist, who walks you through how to use the policy, what to adapt for your business, and how to get it signed off.
Then the template is yours. Plain English, no legalese, and short enough that people will actually read it.
Which AI platforms are approved and which aren't. What staff can and can't use them for. The rules governing AI and client data, which is where most of the real risk sits.
Adapt it to your business in an afternoon, or use it as the starting point for something more detailed later.
Three reasons businesses come to us for this, usually in this order.
Unless training is switched off, consumer AI accounts may use what’s pasted into them to improve their models. Either way the data has left your control. A policy tells people where the line is before they cross it.
Clients are starting to ask how you handle AI, and some contracts already prohibit third-party tools. “We have a policy” is a very different answer from “we’ve been meaning to look at that.”
A policy nobody reads protects nobody. This one is short, written in plain English, and scoped to how people actually work, which is why it stands a chance of being followed.
Yes. A 15 minute call, then the template is yours. No obligation and nothing to sign.
Because a template handed over cold usually sits in a folder. Fifteen minutes on how to adapt it, who needs to sign it off and how to roll it out is the difference between a document and a working policy.
Especially if you’re small. Informal rules stop working the moment someone new joins or a client asks the question formally. A policy for a ten-person firm can be two pages. It just has to exist.
That’s the point. It’s a starting framework, not a finished document. Most businesses change the approved platform list and the client data section to match how they work.
Then start there instead. Our Shadow AI Assessment finds out which AI tools are actually in use and by whom, which makes writing a policy considerably easier.
Free, no obligation. Fill in the form and our AI specialist will set up a 15 minute call, then send the template across.
