AI tools are genuinely useful, and your team is probably already using them — with or without a policy. The goal is not to ban AI; it is to get the benefits without leaking sensitive data.
The real risks
- Data leakage. Pasting client data, financials, or PHI into a public AI tool may expose it or use it for training.
- Shadow AI. Staff using random free tools you have never vetted.
- Bad outputs. Confident, wrong answers acted on without review.
A simple, sane AI policy
- Use approved, business-grade tools (like Microsoft Copilot) that keep your data private and out of training.
- Define what can and cannot be entered — no client PII, PHI, credentials, or financials in public tools.
- Treat AI output as a first draft, always reviewed by a human.
- Give people real examples of good uses so they are not guessing.
Where AI pays off first
Drafting and summarizing, cleaning up writing, answering routine questions, and automating repetitive steps between apps. Start with high-volume, low-risk tasks. Our AI Automation & Efficiency service helps you find those wins and put guardrails around them.
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