AI RISK ASSESSMENT
"For educational purposes only. Not intended as legal advice."
Which AI tools are you currently using in your business?
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ChatGPT
Google Gemini
Microsoft Copilot
Canva AI
Jasper/ Copy.ai
AI Video tools (Descript, Opus, etc.)
AI features inside existing software (CRM, email platforms, etc.)
Unsure
I don't use AI
Do you input client information (names, documents, financials, creative assets, or identifiable details) into any AI tool?
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Yes
No
Unsure
Do you have client consent to input any of their information into third-party AI systems?
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Yes
No
Unsure
Do you understand how the AI tools you use store, retain, or train on your data?
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Yes
No
Unsure
Do you have a policy requiring team members to anonymize client data before using AI tools?
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Yes
No
Unsure
Have you trained your team on what cannot be shared with AI tools?
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Yes
No
Unsure
Do you know who owns the intellectual property created with AI in your business?
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Yes
No
Unsure
Do your client contracts clearly address ownership of AI-generated work?
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Yes
No
Unsure
Do you review AI-generated content for plagiarism, defamation, or copyrighted material before using it?
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Yes
No
Unsure
How do you review AI-generated output before using it?
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A human reviews everything
A human reviews some items
We rely on the AI tools without review
No review process in place
Unsure
Have you evaluated whether your AI tools introduce bias into decision-making (e.g., hiring, client intake, recommendations)?
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Yes
No
Unsure
Is access to AI tools restricted by role or permission levels within your organization?
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Yes
No
Unsure
Do you use multi-factor authentication for AI tools connected to sensitive client or internal data?
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Yes
No
Unsure
Have you verified whether your AI tools comply with privacy laws applicable to your business (GDPR, state privacy laws, HIPAA if relevant)?
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Yes
No
Unsure
Do your client contracts include disclaimers, risk-allocation clauses, or limitations of liability relating to your use of AI?
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Yes
No
Unsure
Do you have a written internal AI policy that governs when and how AI maybe used?
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Yes
No
Unsure
Have you reviewed your business insurance to confirm it covers AI-related risks?
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Yes
No
Unsure
Do you regularly review AI usage across your business for compliance, accuracy, and data-handling practices?
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Yes
No
Unsure
Do you have a documented response plan if AI improperly discloses client information or produces harmful output?
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Yes
No
Unsure
Do you audit your AI tools and workflows at least annually?
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Yes
No
Unsure
Have you assigned a specific person or role responsible for AI governance?
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Yes
No
Unsure
Do you have a plan to update your AI policies as new laws emerge?
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Yes
No
Unsure
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)?
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Yes
No
Unsure
Since adopting AI, has your business reduced reliance on the owner’s personal services to deliver products or services?
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Yes
No
Unsure
Since adopting AI, has revenue increased without a corresponding change in owner compensation or payroll?
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Yes
No
Unsure
Does AI now perform work that was previously performed by the owner or key personnel in generating revenue?
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Yes
No
Unsure
Has AI materially changed the relationship between owner effort, revenue generation, and compensation in your business?
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Yes
No
Unsure
AI RISK SCORE
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For educational purposes only. Not intended as legal advice.
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