POLICY NUMBER: IT-2026-AI-001 EFFECTIVE DATE: March 1, 2026 DEPARTMENT: Information Technology & Corporate Operations
SUBJECT: Artificial Intelligence (AI) Acceptable Use Policy — All Personnel Acknowledgement Required
ARTIFICIAL INTELLIGENCE USAGE POLICY Policy Number: IT-2026-AI-01
Effective Date: June 1, 2026 Department: Information Technology & Risk Management Subject: Acceptable Use of Artificial Intelligence Tools
1.0 PURPOSE
This policy establishes guidelines for the use of artificial intelligence (AI) tools by all personnel, staff, and contractors. It is designed to protect client confidentiality, ensure compliance with professional responsibility rules, and manage risk associated with AI-generated work product.
2.0 SCOPE
This policy applies to all personnel using AI tools in connection with the organization, including but not limited to drafting, research, summarization, and client communication.
3.0 APPROVED TOOLS
Only firm-approved AI platforms may be used for work-related tasks. Use of personal or unapproved AI tools (e.g., consumer-grade chatbots) to process client data is strictly prohibited.
4.0 CLIENT CONFIDENTIALITY
No confidential client information, matter details, or personally identifiable information may be entered into any AI tool not expressly approved by IT and Risk Management. Violation may constitute a breach under Model Rule 1.6.
5.0 ACKNOWLEDGEMENT
All staff must complete the annual AI compliance training and acknowledge this policy via the company portal by June 1, 2026.