AI policy templates

Set safe boundaries for bookkeeping, client records, tax workpapers and review.

Give consultants a repeatable way to protect client context and verify deliverables.

Define approved creative uses, client approvals and rights-aware review.

Keep product copy, support drafts and customer data in separate risk lanes.

Clarify appropriate drafting help while protecting student and assessment information.

Create a review-first policy for client communications and regulated financial work.

Limit AI use to approved administrative tasks and escalate protected information questions.

Set human-review rules for hiring, people operations and employee communications.

Separate drafting assistance from coverage, underwriting and claims decisions.

Build a client-confidentiality and attorney-review baseline for AI-assisted work.

Protect donor, beneficiary and volunteer information while enabling small teams.

Use AI for property marketing without treating generated text as legal or financial advice.

Keep candidate information out of unapproved tools and require human hiring judgment.

Enable account research and email drafting without exposing prospect or deal data.

Set product, code, support and data-review guardrails before AI use spreads.

Use AI to draft replies while keeping an accountable human and safe escalation path.

Create shared AI rules across devices, contractors and distributed collaboration.

Start with simple approved-tool, data and ownership rules that a small team can follow.