This prototype shows how employees can get clear AI guidance before sensitive information is exposed - and how management can document training, approvals, and higher-risk activity.
EMPLOYEE SAFETY DESK
Use AI With Confidence
Before using client or company information with an AI tool, get a clear answer based on your firm's rules.
Not sure whether a task is safe for AI?
Describe what you want to do, select the AI tool, and identify the type of information involved. The Safety Desk will guide you before anything sensitive is shared.
Privacy first: Never upload a tax return, payroll file, bank statement, Social Security number, or other sensitive client document here.
Prevent Avoidable Mistakes
Employees check before
sharing client or company information with AI.
Make Firm Rules Usable
Turn firm policies into simple
Green, Yellow, or
Red decisions employees can use every day.
Show Responsible Oversight
Training, acknowledgments, requests, and risk activity
are documented.
Quick Access
Approved
AI Tools
See approved, restricted, and unapproved products.
Request A
New Tool
Ask management to review an AI product.
Monthly
Training
Complete this month's short safety lesson.
