AI Legal & Privacy Risk Checkup

  • AI RISK ASSESSMENT

  • "For educational purposes only. Not intended as legal advice."

  • Which AI tools are you currently using in your business?*
  • Do you input client information (names, documents, financials, creative assets, or identifiable details) into any AI tool?*
  • Do you have client consent to input any of their information into third-party AI systems?*
  • Do you understand how the AI tools you use store, retain, or train on your data?*
  • Do you have a policy requiring team members to anonymize client data before using AI tools?*
  • Have you trained your team on what cannot be shared with AI tools?*
  • Do you know who owns the intellectual property created with AI in your business?*
  • Do your client contracts clearly address ownership of AI-generated work?*
  • Do you review AI-generated content for plagiarism, defamation, or copyrighted material before using it?*
  • How do you review AI-generated output before using it?*
  • Have you evaluated whether your AI tools introduce bias into decision-making (e.g., hiring, client intake, recommendations)?*
  • Is access to AI tools restricted by role or permission levels within your organization?*
  • Do you use multi-factor authentication for AI tools connected to sensitive client or internal data?*
  • Have you verified whether your AI tools comply with privacy laws applicable to your business (GDPR, state privacy laws, HIPAA if relevant)?*
  • Do your client contracts include disclaimers, risk-allocation clauses, or limitations of liability relating to your use of AI?*
  • Do you have a written internal AI policy that governs when and how AI maybe used?*
  • Have you reviewed your business insurance to confirm it covers AI-related risks?*
  • Do you regularly review AI usage across your business for compliance, accuracy, and data-handling practices?*
  • Do you have a documented response plan if AI improperly discloses client information or produces harmful output?*
  • Do you audit your AI tools and workflows at least annually?*
  • Have you assigned a specific person or role responsible for AI governance?*
  • Do you have a plan to update your AI policies as new laws emerge?*
  • Has the use of AI changed how your business generates revenue (for example, reducing reliance on owner labor or increasing automated or system-driven output)?*
  • Since adopting AI, has your business reduced reliance on the owner’s personal services to deliver products or services?*
  • Since adopting AI, has revenue increased without a corresponding change in owner compensation or payroll?*
  • Does AI now perform work that was previously performed by the owner or key personnel in generating revenue?*
  • Has AI materially changed the relationship between owner effort, revenue generation, and compensation in your business?*

  • For educational purposes only. Not intended as legal advice.

  • Should be Empty: