Free template · DOCX + PDF
Firm AI-Use Policy TemplateFree to Download.
A plain-English AI-use policy you can adapt in an afternoon, with versions for CPA firms, law firms and medical practices.
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What's Inside
For firm owners, ops leads and compliance.
- Approved tools, permitted uses and red lines
- Client consent and confidentiality clauses
- Review and sign-off rules for AI-drafted work
Your firm, your setup
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Bring your tool list and your worst admin chore. We'll show you what connects and what runs, live, on your own workflow.
Works with your current tools · Every answer cited · Drafts wait for your OK · Data never sold