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Is your team using AI safely?

Ten statements. Answer for your office as it is today, not as you would like it to be.

Check your approach against your professional-conduct rules and engagement letters.

  1. We have a written rule for what staff may put into AI tools.
  2. Staff use work accounts for AI, not personal ones.
  3. The AI accounts we use are set so our data is not used to train the models.
  4. Staff know client, patient or customer names never go into AI tools.
  5. A person checks AI output before it reaches a client or goes into a file.
  6. New tools, plug-ins and extensions need approval before use.
  7. Nobody connects an AI tool to email, files or calendars without approval.
  8. Every account that holds client information uses a second sign-in step.
  9. Staff know who to tell, and that it is safe to tell them, if they paste something by mistake.
  10. We review the rule at least twice a year.

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A checklist is a conversation starter, not an audit, and it cannot confirm that any tool keeps your information confidential. Your professional rules and agreements decide what is allowed.

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