Free Template
A ready-to-adapt AI policy your firm can actually put its name on, with the hard decisions already mapped out.
Most firms know they need an AI policy; the sticking point is what to put in it. This template does the structure and the drafting for you, and it lays out real options for the three decisions that usually stall a firm – how you tell clients, how you bill, and how tools get approved. Structured around the SRA’s expectations, in a Word document you edit and adopt.
what's inside...
- A complete, editable policy – scope, definitions, approved tools, confidentiality, verification, data protection, training, and review.
- Choose-one options with trade-offs for the three decisions firms get stuck on: client disclosure, billing, and tool approval.
- Drafting notes throughout explaining what to weigh, plus suggested default wording to keep or replace.
Who it's for:
COLPs, managing partners, and heads of risk or operations who own the firm’s policies.
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