A one-page AI rule for the firm
https://archon-partners.com/guides/ai-client-data-privacy/

From Archon & Partners. Replace everything in [square brackets] and agree the rule with the firm. This is not legal advice.

=== 1. How we use AI tools for admin ===
When: Agree it once with everyone who uses AI for firm work, and review it when your plan or tools change.
Subject: How we use AI tools for admin at [FIRM NAME]

1. Work chats use [the firm's business plan / personal accounts with model training turned off].
2. Never paste passwords, bank or card details, or ID numbers into any AI tool.
3. Remove client names, addresses and contact details when the task does not need them.
4. Read every AI draft before it goes to a client. Check every amount, date and name against the source.
5. If a client contract limits where project information can go, that contract wins. Ask [OWNER] if unsure.
Reviewed by [NAME] on [DATE].