06/02/2026
Your team is using AI. That’s great. Do you know how?
AI tools are showing up in almost every workflow now. Drafting emails, summarizing docs, researching clients.
Used thoughtfully, that’s a real advantage.
But without a clear policy, you risk:
🚩 Client-facing content skipping your review process
🚩 Confidential data being entered into outside tools
🚩 Tools being used that nobody officially approved
Three things that help:
Publish a clear list of approved AI tools
Require human review on anything going to clients
Define what information should never go into an AI prompt
AI can absolutely save your team time. It just needs guardrails.
👉 A simple policy today prevents a costly mistake tomorrow.