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?*

ChatGPTGoogle GeminiMicrosoft CopilotCanva AIJasper/ Copy.aiAI Video tools (Descript, Opus, etc.)AI features inside existing software (CRM, email platforms, etc.)UnsureI don't use AI
Do you input client information (names, documents, financials, creative assets, or identifiable details) into any AI tool?*

YesNoUnsure
Do you have client consent to input any of their information into third-party AI systems?*

YesNoUnsure
Do you understand how the AI tools you use store, retain, or train on your data?*

YesNoUnsure
Do you have a policy requiring team members to anonymize client data before using AI tools?*

YesNoUnsure
Have you trained your team on what cannot be shared with AI tools?*

YesNoUnsure
Do you know who owns the intellectual property created with AI in your business?*

YesNoUnsure
Do your client contracts clearly address ownership of AI-generated work?*

YesNoUnsure
Do you review AI-generated content for plagiarism, defamation, or copyrighted material before using it?*

YesNoUnsure
How do you review AI-generated output before using it?*

A human reviews everythingA human reviews some itemsWe rely on the AI tools without reviewNo review process in placeUnsure
Have you evaluated whether your AI tools introduce bias into decision-making (e.g., hiring, client intake, recommendations)?*

YesNoUnsure
Is access to AI tools restricted by role or permission levels within your organization?*

YesNoUnsure
Do you use multi-factor authentication for AI tools connected to sensitive client or internal data?*

YesNoUnsure
Have you verified whether your AI tools comply with privacy laws applicable to your business (GDPR, state privacy laws, HIPAA if relevant)?*

YesNoUnsure
Do your client contracts include disclaimers, risk-allocation clauses, or limitations of liability relating to your use of AI?*

YesNoUnsure
Do you have a written internal AI policy that governs when and how AI maybe used?*

YesNoUnsure
Have you reviewed your business insurance to confirm it covers AI-related risks?*

YesNoUnsure
Do you regularly review AI usage across your business for compliance, accuracy, and data-handling practices?*

YesNoUnsure
Do you have a documented response plan if AI improperly discloses client information or produces harmful output?*

YesNoUnsure
Do you audit your AI tools and workflows at least annually?*

YesNoUnsure
Have you assigned a specific person or role responsible for AI governance?*

YesNoUnsure
Do you have a plan to update your AI policies as new laws emerge?*

YesNoUnsure
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)?*

YesNoUnsure
Since adopting AI, has your business reduced reliance on the owner’s personal services to deliver products or services?*

YesNoUnsure
Since adopting AI, has revenue increased without a corresponding change in owner compensation or payroll?*

YesNoUnsure
Does AI now perform work that was previously performed by the owner or key personnel in generating revenue?*

YesNoUnsure
Has AI materially changed the relationship between owner effort, revenue generation, and compensation in your business?*

YesNoUnsure
AI RISK SCORE
For educational purposes only. Not intended as legal advice.
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AI RISK ASSESSMENT

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

For educational purposes only. Not intended as legal advice.