A small practice owner struggles with determining appropriate AI usage boundaries for client work, balancing time savings against privacy concerns and the need for a consistent staff policy.

Workarounds Described

• Uses AI to draft client emails but manually removes all client names and numbers before pasting
• Rewrites half of the AI-generated draft to ensure privacy

Implied Software Gaps

• An AI drafting tool that automatically redacts sensitive client information before processing
• A policy management system that provides pre-written AI usage guidelines and enforces them through workflow controls

AI Policy Builder for Firms

A web app that helps small professional practices create, implement, and monitor AI usage policies. It provides customizable policy templates, a safe AI drafting environment with automatic redaction of sensitive data, and staff training modules to ensure compliance.