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AI acceptable use policy template for agencies

Clients increasingly ask how AI is used, what data is protected, and who reviews outputs. A short acceptable-use policy makes the boundary visible.

Policy sections to include

  • Approved AI tools and allowed use cases.
  • Data that must not be pasted into AI tools by default.
  • Human-review requirements for client-facing work.
  • Vendor register and approval owner.
  • Client-request process for stricter limits or project-specific rules.

Use data buckets

Separate public data, ordinary internal data, client confidential data, and prohibited data. The policy becomes much easier to follow when team members can identify the bucket before using a tool.

Never treat a template as permission to process regulated, sensitive, privileged, medical, financial, child, or secret data in AI tools.

Keep the client disclosure aligned

The internal acceptable-use policy and the client AI disclosure should say the same thing. If the internal policy allows a tool, the client-facing language should still explain when it is used and what data boundaries apply.

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This guide and the related templates are not legal advice, privacy advice, cybersecurity advice, employment advice, compliance certification, or permission to use client confidential or regulated data in AI tools.