Before using AI, determine whether your task includes confidential client, financial, tax, payroll, banking, identity, or company information. Use only tools and workflows your firm permits.
When you are uncertain, check the Safety Desk before entering information into an AI product.
AI agents need an additional check: an AI that can send, submit, access systems, change records, or otherwise act on the firm's behalf may require approval even when the information itself would otherwise be permitted.
