Free templates · The Five Hour Build take-home
AI use policy templates
One or two pages a team fills in: what AI may touch, what it may never touch, who approves a tool, who checks the output, and who signs off. One template per industry, written in plain English.
No account needed. Read the template on the page, or download it as a PDF to print and fill in. Text in square brackets, such as [Company name], is for you to replace. This template is a starting point and is not legal advice.
Not sure which gaps you have? Take the AI Risk Check: ten questions, two minutes, a score and your top gaps.
The five templates
General edition
For owners and operators of small and mid-sized businesses, across industries.
Seeded from the seminar take-home: A one-page AI use policy covering what it may touch, what it may never touch, and who signs off.
12 sections · About two pages when filled in.
Healthcare edition
For practices, clinics, revenue cycle teams, small provider groups and digital health teams.
Seeded from the seminar take-home: A PHI boundary map naming which workflows may see identified data, which may see de-identified data only, and which may see neither.
12 sections · About two pages when filled in, plus the boundary table.
Legal edition
For solo practitioners, small firm partners, legal operations, paralegals and in-house counsel.
Seeded from the seminar take-home: A firm AI policy mapped to the six duties, plus an engagement letter clause and a citation verification protocol.
15 sections · About two pages when filled in, plus the engagement letter line.
Financial services edition
For RIAs, broker-dealers, community banks, credit unions, lenders, insurance agencies and fintech teams.
Seeded from the seminar take-home: A supervision and archiving map, plus a written AI description for client materials.
14 sections · About two pages when filled in, plus the client-material description.
Small business edition
For owner-operators and very small teams: shops, trades, studios, restaurants and local services.
Seeded from the seminar take-home: A one-page AI use rule for your business and a checklist for the next tool you sign up for.
11 sections · One page when filled in.
About the PDF
The web page is the accessible version of each template: real headings, lists and links that work with a screen reader, a keyboard or voice. The PDF is for printing. It is real text with the title, language and author set, headings as larger text, and one reading order, but it is not a tagged PDF. If you use assistive technology, use the page.
Fill it in with your team
Each template is the take-home from The Five Hour Build, the one-day seminar at your office. The governance hour is where the brackets get filled in and the policy gets signed. Or work through it one-on-one with tutoring.