Which service and account are used?
- Why it matters
- Product settings, account type, and provider terms may affect access, retention, and reuse.
- Possible decision to record
- Name the service owner and document the configuration reviewed.
Illustrative example · Fictional scenario
What a focused AI-use review can produce
A short preview of the structure of the work: what is in use, what needs to be clarified, and which practical decisions can follow.
Example situation
- Practice
- Fictional fiduciary practice · 6 people
- Use under discussion
- AI-assisted translation of routine correspondence
- Information involved
- Correspondence that may contain personal or client-identifying details
Example review notes
What information is entered?
- Why it matters
- The sensitivity of correspondence changes the safeguards that should be considered.
- Possible decision to record
- Agree what may be entered, what must be removed, and who checks the output.
A candidate interim control
Until the practice has reviewed the service and agreed its own rules, consider keeping identifiable client content out of unapproved AI tools. The appropriate control depends on the practice, its duties, and the provider settings.
How the engagement starts
We first agree the question, boundaries, information needed, and fee. The indicative starting fee for the review is €4,500; the final scope and fee are confirmed before work begins.