AI Use Policy Template (One-Pager)
Deploying AI securely starts with clear boundaries. This one-page policy provides a ready-to-use template that outlines exactly what data can and cannot be used with AI tools, the approval process for new tools, and the escalation paths for security concerns. Avoid legal liability and shadow IT by providing clear guidelines.
Why you need this resource
- Minimize data security risks
- Set clear employee expectations
- Streamline compliance for AI adoption
How to deploy this asset
Download the Template
Get the fill-in-the-blank PDF matrix via your email.
Customize for your Firm
Adjust the permitted tools and restricted data classes (e.g. PII, financials).
Legal & IT Review
Distribute the customized draft to your compliance officers for final approval.
Company-Wide Rollout
Require all employees to sign the policy as an addendum to their handbook.
Frequently Asked Questions
What is an AI Use Policy?
An AI Use Policy is a formal document outlining how employees can interact with generative AI tools at work, specifically defining authorized models, restricted data entry (like PII or proprietary code), and the approval process for adopting new AI software.
Why do I need an AI policy before scaling automations?
Without a defined policy, employees will inevitably input sensitive client data into public LLMs, risking compliance violations and data breaches. Establishing rules first prevents 'Shadow AI'.
Does this template cover GDPR or SOC2?
This template is a strategic behavioral guideline, not formalized legal advice. You must pair these operational principles with your specific regulatory requirements (GDPR, HIPAA, SOC2) during legal review.
Primary Use Cases
Get the AI Use Policy Template (One-Pager)
Your file plus a short setup note, delivered in under 60 seconds. Unsubscribe with one click.
- Used by partners at law, accounting, and consulting firms
- Built by the Revenue Institute team behind The AI Workforce Playbook
- Unsubscribe anytime - we keep what we promise
Visual Preview
Excerpt from AI Use Policy Template (One-Pager)