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Industry AI Policy

Industry AI policy kits adapt general AI rules to client-service teams, agencies, and consultancies where client data, quality review, and disclosure expectations matter.

Who this category is for

Agency owners, consultancy operators, account leads, creative directors, and operations teams using AI in client work.

Operational problem

Teams use AI to support client delivery before defining client-data restrictions, review standards, disclosure guidance, approved tools, and manager accountability.

What this category covers

  • agency AI policy
  • client-data restrictions
  • AI-assisted delivery review
  • disclosure guidance
  • approved-tool rules

Starting point

Choose the right first template

Client-service teams use AI in delivery work.

Start with: Agency AI Policy Kit

The agency also needs employee-wide AI rules.

Start with: Employee AI Use Policy Template

Client tools or AI vendors need review.

Start with: AI Vendor Review Questionnaire

Buying decision

What to decide before choosing a template

  • Which client materials must never be entered into unapproved AI tools.
  • Which AI-assisted deliverables require factual, brand, confidentiality, or claims review.
  • When client disclosure, contract review, or approval is required.
  • How account teams should handle exceptions and client-specific AI restrictions.

Implementation path

How teams usually start

  1. Define client-data restrictions for strategy, credentials, analytics, personal data, and non-public materials.
  2. Create review rules for claims, tone, accuracy, confidentiality, source sensitivity, and disclosure.
  3. Connect agency policy to approved tools and vendor review records.
  4. Brief account leads and delivery managers before using AI in client work.

Related guidance

Plan the workflow before buying

Agency AI policy template

AI policy guidance for agencies and consultancies using generative AI in client work while protecting client data and trust.

Read the guide

Employee AI use policy template

What companies should include in an employee AI policy before staff use ChatGPT, Claude, Copilot, Gemini, or embedded AI tools.

Read the guide

AI vendor questionnaire

Questions to ask AI vendors about prompts, files, outputs, training use, retention, deletion, subprocessors, and enterprise controls.

Read the guide

AI policy for agencies

Protect client data and quality when agency teams use AI for research, content, strategy, creative, or analysis.

See the use case

AI tool approval workflow

Standardize AI tool requests, approvals, restrictions, evidence, owners, and review dates.

See the use case

Results

1 products

Agency AI Policy Kit industry kit template previewIndustry kit

Industry AI policy / Industry AI Kits

Entry product

Agency AI Policy Kit

An AI policy bundle for agencies and consultancies using AI in client work, including client-data rules, disclosure guidance, review workflow, and tool approval.

CHF 399

Industry bundle
Review product