Know how your team uses AI with client information.
Know which AI uses to allow, change or stop, and give your team clear guidance. A practical review for UK accountancy firms handling confidential client information, with a prioritised action plan and a leadership debrief.
- Investment
- £1,500 fixed
- Timing
- Five working days after agreed inputs and discovery
- Ends with
- Clear priorities and team guidance
Useful AI needs clear boundaries around client information.
Drafting client emails, summarising supplied records or preparing internal notes can save time. The decision is which tools and information are appropriate, who checks the output and what your team is allowed to do.
One business entity, up to 25 staff and five AI tools. Includes a staff questionnaire, two interviews and review of supplied policies and settings. Technical access is agreed separately.
The review cannot guarantee every unapproved tool is discovered or certify security or legal compliance. Monitoring, penetration testing, tenant remediation, specialist legal advice and formal assurance are outside scope.
No VAT is added. The written quotation confirms scope, timing and any travel costs before you buy. Missing evidence or delayed access can move the delivery date.
Step 01
Check the fit
A free 20-minute conversation checks the problem and available inputs.
Step 02
Agree the scope
We agree the evidence, participants, fee and delivery date in writing.
Step 03
Review the work
I work through the supplied examples and discuss the task with its owners.
Step 04
Make a decision
We review the findings and agree whether to proceed, use another approach or stop.
- 01Inventory of reported tools and uses, with evidence sources and coverage limits
- 02Map of the information types involved in reviewed workflows
- 03Prioritised recommendations on what to allow, change or stop, with suggested owners
- 04Draft acceptable-use guidance for your organisation to approve
- 05Useful adoption and workflow opportunities where identified
- 06Written report and 60-minute leadership debrief
- A partner, owner or operations lead who can agree priorities and supply evidence
- A team already using AI, or preparing to use it with client-related work
- A requirement for formal compliance certification
- A company-wide transformation programme within this fixed scope
Scope and next steps
No. This is a practical review of supplied evidence and reported use. It does not certify compliance, discover every tool or replace your legal, data protection or security advisers.
You receive priorities you can act on internally. Targeted training or implementation can be scoped separately if useful; there is no obligation to buy more work.
Start with a description of the task. We agree any access and evidence before delivery. Use redacted examples and avoid sending confidential records with the initial enquiry.
Want to talk through your options?
Tell me which task needs improving or where your team needs help with AI. Request a free 20-minute conversation to check the fit and agree a sensible next step.