AI Acceptable Use Policy
A plain-English policy for your firm: approved tools, what data can and can't be used, and who approves new uses.
AI Governance
Use AI with confidence — and the paperwork to prove it
Policies, controls and training that keep your firm's use of AI aligned with client confidentiality and privacy obligations.
Services
Governance that works for your practice
AI Tool Register & Vendor Due Diligence
Assess each AI tool for where data is stored, whether it's used for training, retention and sub-processors, and keep a register of what's approved.
Client Engagement & Privacy Updates
Update engagement letters and your privacy policy to explain how your firm uses AI and obtain client permission where needed.
Staff AI Training
Practical training on safe, effective AI use, including what must never be entered into a public AI tool.
Human Review & Quality Controls
Documented review and sign-off steps for AI-assisted work, so your team stays accountable for every output.
Annual AI Governance Review
Keep policies, registers and controls current as your tools and obligations change.
Why it matters
TPB Guidance: Confidentiality of client informationOAIC: Privacy and commercially available AI products
Information on this site is general in nature and is not legal advice.
Put your firm's AI governance in place
Tell us what you're working on and we'll come back to you with practical next steps.
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