AI Use Policies - Testing Your Policy in Practice

Introduction

AI use policies need to do more than set out broad principles. They need to give staff clear, practical guidance when they face everyday decisions. Can a confidential document be uploaded to an AI tool? What checks are required before using an AI-generated draft in client work? When is it appropriate to enable an AI meeting assistant? If a policy does not answer these questions clearly, staff may be left uncertain about what is permitted, what safeguards apply and when approval is needed.

This practical, short webinar uses three realistic workplace scenarios to demonstrate how an existing or draft AI use policy can be tested against the decisions staff actually face. Each scenario will highlight potential gaps, ambiguous wording and unclear responsibilities, while showing how policies can address the appropriate safeguards, checks and escalation points.

Delegates will gain a straightforward, repeatable approach for reviewing their own AI use policy and identifying specific areas for improvement. Rather than simply considering what a policy should contain, the webinar will focus on whether it provides useful guidance when staff need to make decisions in practice.

The webinar is suitable for professionals responsible for developing, implementing or reviewing AI use policies, including those working in compliance, HR, IT and practice management across legal, accountancy and other organisations.

What You Will Learn

The webinar will cover the following:

• Testing whether an AI use policy provides clear, practical answers for staff and identifying gaps hidden behind broad instructions such as ‘use AI responsibly’
• Uploading a confidential document - understanding how the policy should address approved AI tools, permitted information and circumstances requiring additional approval
• Using an AI-generated draft in client work - clarifying verification requirements, review responsibilities and when specialist input or escalation is needed
• Enabling an AI meeting assistant - establishing when its use is permitted, what participants need to know and how recordings, transcripts and summaries should be managed
• Turning the findings into targeted policy improvements, including clearer wording, defined responsibilities and a practical process for questions and exceptions