If people at your firm use ChatGPT, Copilot, or Gemini and nothing in writing says what client information can go into them, that is the gap. The AI Use Policy Kit is the fast way to close it: our AI use policy template written for your profession, plus a worksheet for your approved tools. Your team fills it in, then Brandon reviews your draft, marks it up in writing, and walks through it with you on a 45-minute call.
Reviewed by Brandon Aday, founder of Aday Interactive, Inc. and a founding member of the Digital AI/ML team at Southern Glazer’s Wine & Spirits.
What you get
The policy template for your profession, an approved-tools worksheet, and a founder review of your draft.
A 15-minute call confirms it fits before you are invoiced. If it does not fit your firm, we say so and you pay nothing.
Most firms did not decide to adopt AI. Their people started using it. Without a written rule, each person decides alone what is safe to paste into a chatbot, and nobody can show a client, a carrier, or a regulator what the firm actually allows.
Law firms
ABA Formal Opinion 512 (2024) and Florida Bar Ethics Opinion 24-1 (2024) both say lawyers who use generative AI stay responsible for client confidentiality, competence, and supervising how it is used.
Medical and dental
Patient information typed into an AI tool is still protected health information under HIPAA. Your team needs to know which tools are covered and which are off limits.
Wealth and finance
Client account details and communications carry their own rules. A written policy shows which AI tools your firm has approved and how they may be used.
Eight sections in plain language your team will actually read. Each one explains what to decide and gives example wording for your profession.
01
Apply
Two minutes, four fields. No card.
02
15-minute call
We confirm the Kit fits. If it does not, we say so and you pay nothing.
03
Template and worksheet
After the $500 invoice, you get the edition for your profession. Your team fills it in.
04
Founder review
Send your draft. Written comments and a 45-minute call follow in about 5 business days.
A free template from the internet
The AI Use Policy Kit
Written for no profession in particular
A law, medical, or wealth edition
Generic tool names, or none
A worksheet for the tools your team actually uses
Nobody checks what you wrote
Brandon reviews your draft in writing and on a call
You find the gaps later
You learn what to fix before the partners adopt it
Would rather not write it yourselves? The In-Office AI Policy Workshop ($1,500) drafts the policy with your leadership in one 3-hour session. Want a written diagnosis first? The $97 Founder-Led AI Growth Audit reviews the AI tools and policy you have now. Each is priced on its own.
Our AI use policy template in the edition for your profession (law, medical, or wealth), an approved-tools worksheet, and a founder review: Brandon reads the draft your team fills in, sends written comments, and walks through them with you on a 45-minute call.
No. A policy your team writes from a strong template, then gets checked by someone who knows the rules, is one they understand and follow. If you want the policy drafted with your leadership instead, that is the $1,500 In-Office AI Policy Workshop.
No. Aday Interactive, Inc. is not a law firm and does not give legal advice. The template and the review address your firm's tools and your profession's rules, and your counsel or compliance lead approves the final version before you adopt it.
You get the template right after the fit call and invoice. How fast you fill it in is up to you; once you send your draft, the written review and the 45-minute call follow in about 5 business days. No card is needed to apply.
The $1,500 In-Office AI Policy Workshop builds a draft in the room with your leadership, on-site in Miami-Dade or Broward. The Kit is $500: your team writes the draft from our template and Brandon reviews it. Each is priced on its own, so pick the one that fits how your firm works.
Many firms stop here: a reviewed policy and an approved tools list close the biggest gap. If you want more, the $1,500 Workshop, the $3,500 Executive AI Intensive, and the 90-Day CAIO Bootstrap (from $5,000) go further. Each is a separate step, priced on its own, and the Kit does not credit toward them.
Yes. You also get the AI-Ready Change Management Playbook and access to the free AI Executive Readiness Assessment, yours to keep. The $97 Founder-Led AI Growth Audit is a separate service and is not included.