Build Your Firm AI Policy Template
A short, clear policy is better than a long policy nobody follows. Start with a one-page skeleton and iterate.
Policy minimum viable product (MVP)
- Allowed/prohibited inputs
- Approved tools and access controls
- Verification and review requirements
- Client communication/disclosure expectations
- Training + incident reporting
Implementation tip
Pair the policy with short training and a shared prompt library. Most AI risk comes from inconsistent workflows, not the technology itself.
