AI policy and safe setup, in 30 seconds
What a short AI policy and a safe setup look like for a professional team.
AI policy & safe setup · $750–1,500
Use AI at work safely.Use AI at work without putting clients at risk.
I write simple AI rules for your team and set up your tools so client secrets stay private.
- For
- Lawyers, doctors, accountants, architects, agencies and small teams using ChatGPT, Claude, Gemini or Copilot with client information.
- Takes
- 1–2 weeks
- Price
- $750–1,500, depending on the size of your team and how many AI tools you use. Fixed in writing before work starts.
(01)Is this you?
If any of these sound familiar, this is for you.
- 01Your team pastes client or patient details into ChatGPT, Claude or Gemini.
- 02People use AI on personal accounts that nobody approved.
- 03A client asked how you use AI, and there was no written answer.
- 04Your contracts or NDAs promise confidentiality.
- 05You want the time savings without the risk.
(02)Watch · 24 seconds
See it in 30 seconds.
What a short AI policy and a safe setup look like for a professional team.
(03)What I look at
What I check.
- 01
Find what’s in use
The AI tools, accounts and built-in AI features your team already uses. - 02
Set the rules
Approved tools, what never goes in, and who checks output before it’s used. - 03
Make the tools safe
Business plans, training switched off, and who can see what, and for how long. - 04
Update client paperwork
AI clauses for engagement letters and contracts, and privacy notice updates. - 05
Cover AI agents
Rules for AI that can send, edit or act on your behalf. - 06
Brief your team
A short session built on real examples from your own work.
(04)What you get
Yours to keep.
Plain English. Most urgent first. Ready to act on.
- AI use policy
- Two to four pages, in plain English, ready to adopt.
- Approved tools list
- Each tool, what it may be used for and its settings.
- Client clauses
- AI wording for engagement letters and contracts, and privacy notice updates.
- Team briefing
- A short session, with a one-page “before you paste” check.
(05)How it works
Step by step. Very little of your time.
- Day 1
Call
You tell me how your team uses AI. You get a fixed fee in writing. - Week 1
Map and draft
I list the tools in use, check their terms and settings, and draft the policy. - Week 2
Review
You review the drafts. I finalise them and the client clauses. - Week 2
Brief the team
A short session so people know the rules and why they matter.
(06)Questions
Straight answers.
I’m a one-person practice. Do I need this?
Not legally, in most cases. But a short written set of rules protects you when a client asks, and it costs little to put in place.
Will you tell us to stop using ChatGPT?
No. Bans push people to personal accounts and you lose visibility. The aim is to approve good tools and set clear limits.
Does this cover my profession’s rules?
I check the published guidance on AI and confidentiality for your profession in the markets you work in. Where you need formal advice on it, I’ll tell you, and you take that to a lawyer qualified there.
What does it cost?
$750–1,500, fixed in writing before I start. It depends on the size of your team and how many AI tools you use.
(07)Contact
Let's talk.
Send me the link and one line about what's wrong. I'll tell you honestly what's broken, what matters and what can wait. If you don't need me, I'll say that too.
Free · 30 minutes · no obligation. If you don't need me, I'll say so.
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