Ten questions

Answer for how you want the business to work, not how it works today. The policy updates as you go.

Business name

Who owns this policy

Reviewed every

Client data in AI tools

Who checks AI output

Tell clients you use AI

Adding a new AI tool

If client data is entered by mistake

Approved tools

Other approved tools (comma separated)

Approved uses

Your AI use policy

One page. Edit the wording to suit the firm before you adopt it.

Most free AI policy templates stop at the policy. This page adds the AI tools to your written security plan, using the answers above.