AI Policy & Governance Package
- Firm AI Use Policy (6–10 pages, Word and PDF)
- Approved Tool Register (one row per tool: vendor, hosting, retention, training-on-your-data terms, approved uses, date checked)
- Client Data Map (one page)
- AI Output Verification Checklist
- Quick Rules card and Staff Acknowledgment form
- Client disclosure language for engagement letters, marked for attorney review
- 30-minute recorded staff briefing
- Included: the AI policy questions workflow in your firm's AI tool (Claude, ChatGPT, Microsoft 365 Copilot or Gemini), installed at the staff briefing: staff ask, it answers from your policy and quotes the section
- One update within 12 months if WSBA or ABA guidance changes