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AI Policy

Know how AI may touch your work before the project begins

You see the proposed use, the information involved, the human review point and the available alternative before you approve the plan.

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The operating rule

AI assists a defined job. A person remains responsible for the result.

The tool may help organize research, compare information, draft options or check work. The person responsible for the project reviews the output, verifies important facts and makes the decision.

01

The job is named first

The plan states what AI would help accomplish instead of introducing a tool without a defined use.

02

The data boundary is visible

The plan states which information may enter the tool, which information stays out and which connected systems it may reach.

03

The review point is assigned

The plan states who checks the output before it informs a decision, changes a system or reaches a customer.

Information and access

Every AI use starts with what the tool can receive

Typing into a chat, uploading a file or connecting an account sends information to the company operating that tool. The provider's current terms, settings and access controls determine how that information is handled.

Public information may be used by default

Published website copy, public listings, public social profiles and material the business has already made public may be used for research, comparison and drafting.

Private material requires a specific reason and approval

The project plan identifies the file, the tool, the purpose and the review step before private business material is used.

Sensitive access receives a separate safeguard

Passwords, payment information, customer records, confidential contracts, regulated data and private contact lists stay outside general AI work. A project that genuinely requires sensitive access needs a suitable system, written limits and the appropriate security or legal specialist.

Connected systems

Access expands one approved step at a time

  1. Map the systems.List the files, inboxes, apps, accounts and people the proposed AI could affect.
  2. Grant the smallest useful access.Use the least permission that can complete the test and keep business ownership visible.
  3. Test with a reversible example.Check the instructions, output, failure points and recovery path before the tool reaches more data or people.
  4. Record the approved use.Document who may use it, what it may reach, what a person reviews and how access can be removed.
Before approval

You can compare the AI-assisted plan with another way to do the work

AI-assisted work

The quote identifies the proposed tool, purpose, information, review step and any effect on the process.

Another approved method

You may ask questions, set a narrower boundary or choose a reasonable non-AI method when one is available. The agreed method is written into the project record.

Provider rules

Current terms are checked at the source

The company operating the tool controls its service, privacy terms, retention choices and account settings. Those rules can change, so the provider's current documentation is checked for the tool proposed.

OpenAI privacy policy Anthropic privacy policy Google privacy policy
For your business

Turn the decisions into rules your team can follow

An AI setup can include the approved tools, permitted information, prohibited information, account ownership, human review points and a clear route for questions.

Training uses the work your team actually performs. The handover explains what each tool can reach, how to review its output and what to do when the result is uncertain.

This is not legal advice. The service produces a practical operating policy and training. A lawyer reviews language that needs legal force, and regulated or high-risk data adds the appropriate specialist to the plan.
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Get a quote

Tell me the result you want and where I can see the business now. I use that information to identify the most useful service or package and decide whether I can quote it in writing. If one missing detail changes the work or price, I will ask for that detail or suggest a short call.

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Answer a few more if you want a more specific first reply

What happens next: I review the links and details, then reply within two business days with the best next step, any one question I still need answered, or a written quote when the scope is already clear.

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Derek Packer

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I will review what you sent and reply within two business days.

You will receive a copy of your inquiry. Look for an email from Derek Packer with the subject Inquiry Received — Here’s Your Copy. If it is not in your inbox, check spam, promotions or other folders. Still missing? Email [email protected].