FREE RESOURCE

AI Use Policy and WSP Template

Define your Firm’s approach to AI.

Download a fillable PDF with adoption instructions, an AI Use Election Form, and a sample written supervisory procedures chapter. Document permitted activities, information restrictions, approval requirements, and responsibility for oversight.

The template also addresses embedded AI features and third-party vendor AI use, including when published vendor materials may support a review without a separate questionnaire.

Need a customized plan?

Contact Compliance.Network for help aligning AI permissions, vendor controls, and supervisory procedures with your Firm’s business.

Compliance.Network is not a law firm and does not provide legal advice. This template is for informational purposes and should be reviewed by qualified legal counsel before use.