Our team wants to use AI to help draft client-facing deliverables, but we are terrified of losing our brand voice or distributing plagiarized content. How do we write a simple AI policy that protects our intellectual property and client trust without slowing down our execution?

Question

Tyler Smith · Accepted Answer

A functional AI policy must be practical, not restrictive. Instead of banning tools or creating a complex approval bottleneck, establish a simple framework that focuses on output verification and data safety.

First, define what is safe to share. Your policy must state that no client-proprietary data, trade secrets, or personally identifiable information may be entered into public AI models. If the team needs to analyze client data, they must use your approved, private enterprise instance.

Second, establish the rule of human ownership. The person who clicks send or publishes the deliverable is one hundred percent responsible for its accuracy and originality. AI can draft, but it cannot authorize. Every piece of client-facing content must be run through a standard plagiarism and brand alignment check before it leaves the building.

Document this policy as part of your core processes. In your Level 10 Meeting, if a brand or plagiarism issue arises, use IDS to solve it immediately. Rather than punishing the use of the tool, hold the seat owner accountable for failing to verify the output. This keeps your execution fast while maintaining a high quality bar.