Solutions · Small business
You adopted AI faster than you wrote the rules for it
Most small businesses use three to eight AI tools before anyone writes down what is allowed. Start with a free assessment, register what you use, and publish one policy your team will actually read.
Typical AI uses
- Public assistants for drafting and research
- AI features inside CRM, accounting and email tools
- Website chat widgets
- Marketing content generation
- Meeting transcription and summaries
Where obligations differ
Illustrative, not legal advice. The assessment screens your actual profile against the verified dataset.
Internal drafting with public data
lowPolicy, training and verification habits cover most of the risk.
Customer personal information entered into tools
elevatedPrivacy laws (PIPEDA, provincial statutes, GDPR) apply; vendor terms and data rules matter.
Customer-facing chat or voice without disclosure
elevatedTransparency expectations in the EU, Utah, Colorado (from 2027) and consumer-protection law.
Starter inventory
A template you can customize in the workspace or import from CSV.
| System | Purpose | Data | Oversight |
|---|---|---|---|
| Writing assistant | Draft emails, proposals, summaries | Internal, sometimes customer | Author reviews every output |
| Website chat widget | Answer FAQs, capture enquiries | Customer contact details | Escalation to a person |
| Meeting notetaker | Transcribe and summarise calls | Customer and employee voices | Consent at start of call |
First four steps
- Run the free assessment (8 minutes)
- Register the tools you actually use
- Publish an Acceptable Use Policy and record acknowledgement
- Set a review date six months out
Guides
- AI Compliance Checklist for Small Businesses
A 12-step AI compliance checklist for small and mid-size businesses in Canada, the US and the EU, with the evidence to keep at each step.
- How to Create an AI Inventory
Step-by-step method for building an AI inventory: the fields to capture, four discovery methods, a template table and a six-stage lifecycle.
- Responsible Use of ChatGPT and Other AI Assistants at Work
Practical rules for staff using ChatGPT and similar assistants: data rules by category, enterprise vs consumer accounts, verification habits, disclosure and training.