AI Acceptable Use Policy Generator

Create a customized AI policy for your firm in 15 minutes

â±ï¸ 15 Minutes

Step 1 of 5

What type of firm are you?

Law Firm

Attorney-client privilege, ABA Model Rules considerations

Accounting / CPA Firm

AICPA Code, confidential client information

Financial Advisory

SEC/FINRA regulations, fiduciary duties

Consulting Firm

Client confidentiality, NDA considerations

Tell us about your firm

Firm Name

Firm Size

Select your practice areas / services

Select all that apply. This helps customize data sensitivity requirements.

Healthcare / HIPAA Financial Services Intellectual Property Employment / HR Litigation Tax Services Estate Planning Corporate / M&A Real Estate Criminal Defense Immigration Audit Services

Client Data Sensitivity Level

Standard Confidentiality

General business information, public filings, standard contracts

Elevated Sensitivity

PII, financial records, employment records, non-public business information

High Sensitivity / Regulated

PHI, trade secrets, privileged communications, M&A targets, criminal defense

Select your AI posture

Restrictive

Minimize AI use. Only pre-approved tools for specific tasks. No client data in AI.

Balanced

Allow AI for productivity with safeguards. Approved tools list. Anonymization required for client data.

Progressive

Embrace AI innovation with appropriate controls. Enterprise tools with data retention agreements.

Artificial Intelligence Acceptable Use Policy

Effective Date:

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