AI Safe-Use Policy and Governance Assessment
Typical timeline: 1–2 weeks
Establish the rules before your team needs them.
A structured review of how your team is currently using AI, what risks exist, and what policies need to be in place. The output is a written acceptable-use policy, a prohibited-use inventory, escalation procedures, and an approved-tool reference — designed for organizations that need governance in place before a broader rollout.
A strong fit if this sounds familiar
- Professional-services firms — law, accounting, consulting — where staff are already using AI without shared standards
- Organizations preparing to roll out AI tools and needing governance before adoption
- Leaders who need auditable, defensible policies before HR, compliance, or clients ask
- Teams where AI use is inconsistent, undocumented, or happening outside approved channels
- Written AI acceptable-use policy tailored to your organization
- Prohibited-use inventory matched to your data and risk context
- Escalation and human-review procedures for high-impact outputs
- Approved-tool and approved-workflow reference
- Risk inventory of current AI usage
- Recommended next step — audit, training, or implementation
What we cover together
- Intake interview to understand current AI usage, tools, and data context
- Risk inventory — what is being used, where, and what exposure exists
- Written acceptable-use policy with approved-use and prohibited-use guidance
- Escalation and human-review rules calibrated to your data sensitivity
- Approved-tool and approved-workflow reference document
- Manager briefing on implementation and reinforcement
- Recommended next engagement — workflow audit, team training, or pilot
A clear path forward
- 1
Intake and usage review
We review how the team is using AI today, which tools are in play, what data is being processed, and where the clearest risks appear.
- 2
Risk inventory
Current usage is mapped against data sensitivity, client obligations, and likely compliance exposure — producing a clear picture of what is acceptable and what is not.
- 3
Policy and procedure drafting
We draft the acceptable-use policy, prohibited-use inventory, and escalation procedures in plain language your team can follow and your clients can accept.
- 4
Briefing and handoff
You receive final documents, a manager briefing, and a recommended next step — whether that is a workflow audit, team training, or a focused implementation.
What you leave with
Concrete artifacts your team can use after the engagement ends.
Built-in, not bolted on
Practical safeguards are part of the engagement — not a separate service.
- Policy guidance is matched to the actual data and risk context of the organization
- Prohibited-use guidance covers client data, regulated information, and confidentiality obligations
- Escalation procedures specify when AI output must not be used without human review
- Approved-tool guidance accounts for data-handling and confidentiality before endorsement
How the engagement is sized
The assessment is scoped based on the number of roles covered, the complexity of existing tool usage, and the depth of policy documentation required. A fixed-fee proposal is provided before work begins.
Typical first engagement
A typical engagement covers one practice group or team, two to four tools or platforms in current use, and produces a complete policy document and approved-tool reference. Multi-department or organization-wide governance projects are scoped separately.
- Number of roles and functions using AI
- Complexity of data and client confidentiality requirements
- Number of tools and platforms in use
- Whether existing policies need to be reviewed or replaced
- Depth of manager briefing and follow-up required
What this engagement does not cover
- Team training or live workshop sessions
- Workflow implementation or software development
- Formal regulatory compliance certification or legal opinion
- Ongoing policy maintenance or managed advisory
Required stakeholders
A focused engagement works best when the right people are available for a short interview or scoping call before work begins.
- Practice or operations lead to confirm data context, client obligations, and risk tolerance
- Representative employees who use AI tools in day-to-day work
- Optional: HR or compliance contact if regulated data or client confidentiality constraints apply
Common questions about this engagement
Discuss this engagement
Start with a free 30-minute discovery call. Bring one workflow or business problem and we will discuss whether this engagement is the right next step.