AI-assisted work
AI can prepare drafts, checklists, summaries, data extraction, and recurring report inputs when the workflow has clear review criteria.
Operating policy
AI Disclosure Policy
AI may support workflow preparation, drafts, classification, research organization, summaries, prompt libraries, and reporting, while human review remains required for sensitive outcomes.
Human review
Client-facing, regulated, destructive, financial, legal, employment, medical, security, or high-impact actions require human and client-approved review.
Transparency
Clients should know which workflows use AI assistance, where review occurs, and who approves final actions.