The Printable AI Safety Plan Every PI Firm Needs
A ready-to-use worksheet to help PI firms implement AI with safety, compliance, and internal alignment from day one.
About the template
This step-by-step worksheet helps you roll out AI safely without risking compliance, client trust, or case outcomes. Use it to define your firm’s AI usage policy, verify safety protocols, and document clear expectations across legal, IT, and operations. Includes fill-in-the-blank templates for staff training, vendor evaluation, HIPAA compliance, and more. Download it once, use it across your entire team.
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About the template
This step-by-step worksheet helps you roll out AI safely without risking compliance, client trust, or case outcomes. Use it to define your firm’s AI usage policy, verify safety protocols, and document clear expectations across legal, IT, and operations. Includes fill-in-the-blank templates for staff training, vendor evaluation, HIPAA compliance, and more. Download it once, use it across your entire team.