AI Governance for Professional Service Firms

Clarity and alignment around how your firm uses AI, before assumptions, drift, or surprises decide for you.

 
From an experienced lawyer and AI tech expert.

Professional service firms are being pulled into AI decisions from multiple competing directions.

• Partners have personal preferences.
• Staff are experimenting.
• Clients are asking questions.
• Insurers and professional bodies are issuing guidance.
• AI capabilities are changing faster than firm policies.

Most firms don’t lack intelligence or intention.
They lack a single, shared, explicit position.

My work focuses on helping firms define, document, and govern their use of AI in a way that is:

• aligned with leadership judgment
• consistent with professional obligations
• coherent across staff and work product
• resilient as external conditions changeThis is not about speed, tools, or enthusiasm.

It is about intentional use in environments where trust, judgment, and responsibility matter.

What Happens

I work with one firm at a time through a structured, time-bounded process:

• Clarifying how AI is currently being used
• Surfacing competing constraints and expectations
• Helping leadership choose a clear position
• Documenting that position as an AI Use Policy
• Revisiting and adjusting it through quarterly governance conversations

The firm remains in control of its decisions.
My role is to bring structure, perspective, and continuity to the process.

The best AI Use Policy for your firm is one that aligns with your own preferences and tolerance for the use of AI, your industry or regulatory guidelines practices, your contractual or professional liability insurance obligations, and client expectations or requirements.