Say how you use AI.
Mean every word.
Six honest answers. Three useful versions.
A statement your clients can read, and a practice your team can stand behind.
Who is this statement for?
Next review defaults to six months.
What do you use AI for?
Which tools?
Who checks the output?
Does client information go into AI tools?
Do you tell clients?
What happens to what you type in?
Honest answers make an honest statement. “We don’t know” keeps that uncertainty visible. It does not claim a policy is already in place.
Information, not legal advice. A statement is only as good as the practice behind it - check it against what you actually do, and with your regulator or adviser if you’re in a regulated profession. No server storage. A share link contains your answers and edited wording.
Rephrased by AI from your answers, and checked for anything you did not say. Read it before use.
Manual edits are kept when answers change.
How we use AI.
A statement of our working practice.
Three versions, one position.
Working draft · 6 questions remain unanswered.
01 - For your website
02 - For a proposal
Statement owner: not supplied
03 - Starting wording for your terms
Statement owner: not supplied
Information, not legal advice. Confirm this wording reflects actual practice. Have contractual wording reviewed before use.
What you’ve just committed to.
Translate the wording into day-to-day checks. These actions are not evidence that the checks have happened.
- A named owner should check this statement against practice by Not supplied, and sooner if tools or working methods change.
If any of these checks expose a gap, that is the work to take into an AI Audit.
Clear language. Real accountability.
A statement is a promise.
Make it one you can keep.
Statement turns your answers into a website line, a proposal paragraph and starting wording for your terms. The same choices drive a practical checklist beneath the document.
Unknowns stay visible. Selecting “not sure” does not create a policy, promise a fix or claim client data is already protected. Name an owner, check each statement and put the next review in your calendar.
History settings and provider retention are different. For an example, see OpenAI’s retention guidance. Verify the terms and settings of each tool you actually use.
If the checklist turns up gaps you would rather not work through alone, the AI Audit is a diagnostic review of how your business actually uses AI. About the AI Audit
Is this a legal policy or certification?
No. This is a wording aid. The terms section is a draft for your adviser to review, not a ready-made contract or an assurance of compliance.
Why include an owner and review date?
They make responsibility and the next check explicit. The owner line identifies the person responsible; it is not an electronic signature. Enter the date the statement was actually reviewed.
Can I edit the wording?
Yes. Click a paragraph. Your manual changes are preserved when you change answers; regenerate the wording when you want to replace them. Review edits against the answers before use.
What is in a shared link?
Your answers, name, dates and edited wording. Anyone with the link can read them. The tool does not send them to a server; your browser or anyone you share with may keep the link.
Can it say we are compliant with a regulation?
No, and it will not add one you did not choose. Statement only writes down what your answers say you do. Whether that meets a particular rule depends on facts it cannot see, so a compliance claim is one for you and your adviser to make, not a form.