Fixed-price AI use policies and team training for owner-operated firms. You get a real policy, a trained team, and the signed paper trail your insurer and your clients now ask for. Done in a week, not six months.
No pitch unless you ask for one. If you are already covered, I will tell you straight.
Cyber-liability carriers now ask for a written AI policy at renewal. No policy can mean a denied claim.
Larger clients are adding AI-use clauses to contracts. No policy can mean a lost bid.
The bar and the AICPA already assume you have governance. The standard is simple: did you take reasonable, documented steps?
Your staff already use AI. With nothing in writing and no signatures, you cannot show you managed it. The fix is a one-page policy and a signed acknowledgment.
AI notetakers capture voiceprints. In Illinois that triggers BIPA, with statutory penalties per person. The fix is a consent step and an approved-tools list.
To the AICPA and under ABA Opinion 512, putting client information into a learning AI without consent is a confidentiality problem. And AI invents citations. The fix is a red-list, the right tools, and human review.
The fastest way from exposed to documented.
The version that holds up if anyone looks hard.
Keep it current without thinking about it.
Not sure which fits? The free 15-minute review tells you where you stand and what to fix first. No obligation.
Specific to your firm, your tools, and your state.
What is allowed, and the data rules for each tool.
From every team member. The file you hand an insurer, a client, or a regulator.
Founder of Vernon Ross Consulting and host of the Stories That Lead podcast. Two decades at the intersection of enterprise IT, communications, and leadership content, now helping firms adopt AI responsibly with plain-English policy and training built for non-technical teams.
Not a lawyer. This is governance and training, not legal advice. Your counsel confirms fit for your firm.
I will tell you straight where you stand and what to fix first. No slides, no pitch unless you ask for one.
Book your 15-minute reviewbookme.name/vernon/lite/ai-exposure-review