Free template · UK law firms and accountants
An AI use policy your staff will actually read.
Your team already uses AI. A short written policy says which tools are allowed, what client data may go into them, and who checks the output. This template does that in 5 pages, with a one-page sheet for every desk. Word and PDF.
Template, not legal advice. Adapt it to your firm and check it against current guidance.
75%
of knowledge workers already use AI at work. 78% of them bring their own tools.
Microsoft and LinkedIn, Work Trend Index, 202429%
of UK employees say they share company data with ChatGPT.
Kaspersky survey of 1,000 UK full-time employees, 20235 hrs
a week is what legal and accounting professionals expect AI to save them within a year.
Thomson Reuters, Future of Professionals, 2025
What is inside
The rules in brief
Five rules every member of staff can remember.
Approved and banned tools
A table to list the tools you allow, and what each may be used for.
What data may be entered
Three columns: allowed anywhere, only in approved tools, never.
Human review and accuracy
Every output is a draft. How to check citations, figures and dates.
Confidentiality and UK GDPR
Client consent, lawful basis, DPIAs, processors and records.
Supervision, training, incidents
Who checks juniors, what training covers, and what to do when something goes wrong.
One-page staff sheet
Do, never, and three questions to ask before anything leaves the firm.
Staff sign-off
A line for each person to confirm they have read it.
Built on official guidance
The template points to these pages, so your firm can check the latest version. Links checked October 2026.