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Build Your Firm AI Policy Template

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.

A practical one-page policy outline you can adapt.

Policy minimum viable product (MVP)

  1. Allowed/prohibited inputs
  2. Approved tools and access controls
  3. Verification and review requirements
  4. Client communication/disclosure expectations
  5. 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.

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