Ask a room of firm owners whether their people use AI at work and about half raise a hand. Ask whether they have written down what is allowed and the hands go down. This kit closes that gap in an afternoon: five workflows your team can use this week, and the guardrails that keep the work defensible when you answer to a Bar, a board, or a regulator.
The five workflows:
The 21-page PDF plus all seven templates. Delivered instantly.
The same prompt, with the same files, on the same day, can return a different answer. Ask twice and you may get two versions, both fluent, both confident, one of them wrong. Most AI guides leave this out. This one opens with it, because three things follow from it: nothing an assistant produces is final, you cannot validate it once and trust it after, and "the AI drafted it" is not a defense when your duty of competence covers the tools you choose.
So every workflow in the kit ends with a human who is licensed to be responsible for the work, and every template ships with that warning printed at the top. The kit is operational guidance, not legal, medical, tax, or investment advice. The rules it references are there to help you ask your compliance counsel a better question, not to answer it for them.
The Regulated Practice AI Starter Kit, a 21-page PDF, plus seven fill-in templates as plain text files: voice, audience profile, practice identity, working preferences, practice persona, compliance pre-screen, and a one-page AI use policy. The full text of every template is also printed inside the guide, so it works on its own.
Nothing. It is free. You give your name and email, and the kit and templates are sent to you.
Owners and managing partners of practices that answer to a regulator: law firms, medical and dental practices, wealth and family offices, real estate brokerages, and accounting firms. No technical background is needed.
No, beyond a paid business-tier seat on a general AI assistant. Workflow One explains why the account tier matters more than the brand, and nothing in the kit requires you to buy anything from us.
Only with rules in place first, which is why Workflow One comes before the other four. The kit gives you a never list, the red line for each regulated vertical, a staff tiering model, and a one-page policy your team can sign. It is operational guidance, not legal advice, and your own compliance counsel should review any policy before you adopt it.
No. No document can. The kit helps you write down what is allowed, put a check before anything goes out, and keep a record, which is the starting position most practices do not have. What your rules actually require depends on your profession, your jurisdiction, and your regulator, and those change.
The free AI Executive Readiness Assessment scores where your practice sits across governance, sanctioned tools, staff exposure, and vendor risk, and names a first move based on your band. From there, the AI Use Policy Kit is the rollout done for you, and a Fractional CAIO engagement owns the whole program.