Approved tools and uses
What is allowed and who owns it.
AI Policy Review for Arizona Businesses
Set clear rules for how your team uses AI
I help leadership decide which tools are approved, what information stays out, when human review is required, and who handles exceptions—then turn those decisions into a practical written policy.
Fixed-fee options: $3,000 for the review or $5,000 with a live leadership workshop. Target delivery within 15 business days after complete inputs, with final timing in the engagement letter.
Request an AI Policy ReviewCompare the Options
For qualifying Arizona businesses. Attorney-led guidance informed by hands-on work across widely used hosted, coding, agent, and locally run AI systems.
What You Receive
A policy leaders can explain and supervise
Information boundaries
What must stay out.
Human review and escalation
What people verify and when they escalate.
Manager supervision
Who approves exceptions and oversees use.
You receive one tailored policy or revision, a one-page approved tools and uses register, concise findings, and a human-review and escalation matrix.
Fixed-Fee Options
Which option fits?
Choose the review for a small decision group; add the workshop when more leaders need practice and alignment.
AI Policy Review
$3,000 fixed fee
Best for a small leadership group ready to make the decisions.
- Inputs: One qualifying Arizona business; a short questionnaire; one 60-minute leadership interview with up to three participants; up to 30 pages of relevant existing materials; and up to six ordinary tools or use cases.
- Deliverables: Review and revision of one existing workplace AI policy, or one baseline policy for a qualifying business without one; one-page approved tools and uses register; and concise written findings with a human-review and escalation matrix.
- Leadership time: One 45-minute leadership readout; one consolidated revision round from one authorized decision-maker’s comments submitted within seven calendar days.
- Timing: Target delivery within 15 business days after complete inputs, with final timing in the engagement letter.
AI Policy Review + Leadership Workshop
$5,000 fixed fee
Best when up to eight leaders also need practice, shared ownership and escalation rules, and three 30-day actions.
Everything in AI Policy Review, plus
- one 30-minute planning call;
- one two-hour live remote workshop for up to eight leaders;
- sanitized exercises on approved and prohibited inputs, human review, tool and account categories, supervisor response, escalation, ownership, and three 30-day actions;
- one-page leadership action sheet; and
- one 30-minute follow-up within 30 days.
For qualifying Arizona businesses with ordinary internal generative-AI use. High-risk automated decisions, multi-state analysis, technical implementation, cybersecurity testing, incident response, and certification fall outside these packages.
Fit
Is this a fit?
Ordinary internal use
The fixed fees cover one Arizona business using ordinary generative-AI tools internally. A business can be owner-led, professionally managed, small, or growing; fit depends on the number of tools and use cases, the materials to review, and the leadership decisions involved—not employee count.
Custom or different work
Customer-facing systems, including website bots, high-impact, regulated, multi-state, enterprise, product or model, and technical implementation work may need separate scope.
Process
How it works
Step 1
Conflicts and fit
I confirm the business, decision-maker, fit, and scope.
Step 2
Inputs
You provide the questionnaire and included materials; I conduct the interview.
Step 3
Policy and readout
I prepare the written work, then conduct the readout.
Step 4
Revision and workshop
One revision follows; the expanded option adds planning, the remote workshop, and follow-up.
Experience
Practical experience across today’s AI tools
I have worked hands-on with AI systems over several years and across multiple categories of tools. My experience includes ChatGPT, Claude, Google Gemini, Cursor, Grok, and Grok Bot, along with locally run models through Ollama. That breadth helps me translate policy language into practical decisions: which tools the business approves, what information stays out, when human review is required, how managers supervise employee use, and when an issue must be escalated.
This service provides legal policy review and leadership education. It does not include software deployment, cybersecurity testing, technical certification, or guaranteed compliance.
Legal judgment and business context
I am an Arizona attorney and former Pima County Justice of the Peace with civil-practice, judicial-clerkship, supply-chain, and financial-analysis experience. Civil litigation remains central to my firm’s work; this offering sits within my defined-scope Business Counsel practice.
For Arizona law firms
For qualifying Arizona firms, a tailored review can address competence, client disclosure, and supervision. My hands-on use of hosted and locally run AI systems informs practical questions about confidentiality, verification, billing, supervision, and escalation in a law-practice setting. It does not certify ethics compliance.
Scope Boundaries
What falls outside the fixed fees?
The packages exclude software deployment, configuration, procurement, technical implementation, cybersecurity or privacy audits, vendor security assessment, technical comparison, bias audit, incident response, breach investigation, high-risk automated-decision review, multi-state surveys, handbook overhauls, ongoing monitoring, ongoing training, implementation management, technical certification, compliance certification, and guarantees.
Additional businesses, jurisdictions, interviews, materials, tools or use cases, revisions, regulated systems, product or model governance, enterprise programs, or implementation work require separate written scope and fee confirmation. Remote workshop delivery is included. In-person delivery, participant travel, and expenses require separate written confirmation. The business is the client; workshop participants do not become individual clients.
FAQs
Common questions
What if my business has no AI policy?
The $3,000 service includes one baseline policy for a qualifying business; an existing policy is reviewed and revised.
Does this guarantee compliance?
No. It is legal review, not certification, a technical audit, or a guarantee of acceptance.
How long does it take?
Target: 15 business days after complete inputs; final timing is in the engagement letter. Workshop scheduling follows draft review.
Does the review cover every AI platform?
No. It covers up to six ordinary tools or use cases. Technical configuration, security testing, and exhaustive vendor-term analysis require separate scope.
What does the workshop cover?
Sanitized exercises address policy use, human review, supervision, escalation, ownership, and three 30-day actions.
Is this available to law firms?
Yes. A tailored review for qualifying Arizona firms addresses confidentiality, verification, client communication, billing, supervision, and escalation; it does not certify ethics compliance.
Can I buy online?
No. The firm must complete conflicts and fit review, confirm scope, and accept an engagement.
Next Step
Request an AI Policy Review
Do not send confidential, privileged, customer, employee, patient, financial, password, trade-secret, or other sensitive information through this form. Submitting an inquiry does not create an attorney-client relationship. The firm must complete conflicts and fit review and accept a written engagement before providing legal services.