High street firm
A high street firm nervous about AI
A small firm wants the benefits of AI without breaching its duties. The partners have heard the promises and feel the pressure to keep pace, yet nobody can say whether the tools already in use are safe.
We assess the tools in use, identify any that send client data outside the firm, and replace them with options that keep work inside the practice. We then write a policy the partners can stand behind, setting out what staff use, for what, and with what record.
The firm ends with AI used on research and drafting behind a clear audit trail, and partners who can answer a regulator's question without guessing.