AI Policy Starter Kit for small firms
Your staff are already using ChatGPT, Copilot or Gemini. This $9 kit gives a small CPA, law, insurance or other professional firm fill-in templates to put basic rules in place this week. You fill in the blanks yourself.
What you get (16-page PDF + editable Word file)
- One-page AI use policy template
- Approved and prohibited tools checklist
- Client-data rules (four data levels)
- Vendor due-diligence questionnaire, including what happens to your client data if an AI vendor is sold or shuts down
- Staff acknowledgement form
- Client disclosure language
- Incident response one-pager
- Quarterly review checklist
- Law-firm add-on summarizing ABA Formal Opinion 512
Secure checkout by Stripe. Instant download after payment, and we email you the download link.
Starter Kit or the $49 generator?
| Starter Kit $9 | Policy $49 | Pro Pack $149 | |
|---|---|---|---|
| Who writes it | You fill in generic templates | Drafted from your 10 answers: your tools, industry and state | Same as $49 |
| Extras | Checklists and forms | Word file, web version, staff checklist | Adds vendor risk register and training sign-off |
If you want a policy written around your firm rather than blank templates, use the AI Policy Generator instead. Not sure yet? Read the free sample policy.
This kit is a general template, not legal, tax or compliance advice. Professional rules vary by profession and state; have the finished documents reviewed by a qualified professional. Questions or download trouble: dan@aegisaiadvisory.com.