AI and data-use assessment
Review current tools, account settings, the kinds of information being used, and where a closer review is needed.
Safe AI Starter
Give your team clear boundaries for using AI.
If people are trying AI tools at work, it helps to agree on what belongs in them, what needs review, and who makes those decisions. I can help you turn those questions into guidance your team can use.
The work
Understand the data before changing the workflow.
We start with a paid assessment of the tools in use and the information moving through them. From there, the Starter can include a plain-language AI use policy and one carefully scoped workflow. The goal is a manageable first step with clear ownership.
I’m based in Silverhill, Alabama, and work with businesses in Fairhope, across Baldwin County, and remotely. More about working together locally.
What you get
What we can work on.
A practical internal policy
Write guidance covering approved uses, information that must stay out, review requirements, and who staff should ask when they are unsure.
One scoped workflow
Choose a task and test it with sample or approved material. Define what a person must check before the result is used.
A handoff with next steps
Walk through the guidance with the team and document open questions for your IT provider, legal adviser, or other responsible specialist.
Good fit
This may be a good fit if…
- Your team is using AI without a shared policy.
- You are unsure what happens to information entered into a tool.
- You work with sensitive information and need a careful starting point.
- You want to test one useful task before expanding AI use.
Process
How we’ll work together.
Map current use
We identify tools, users, data types, and existing rules. The assessment sets the scope for any follow-on work.
Agree on boundaries
We document approved uses, review steps, and questions requiring specialist advice.
Test and teach
We try the agreed workflow, review the results together, and make the instructions usable for the people doing the work.
Questions
Before we talk.
Does this certify compliance with HIPAA or other regulations?
No. This is technical and operational guidance, not legal advice, an audit opinion, or compliance certification. Your legal adviser and the people responsible for compliance must review requirements that apply to your organization.
Do we need to send you client records to begin?
No. An initial conversation can focus on the type of work and information involved. Please do not send confidential client, patient, financial, or employee records through the contact form.
Will the policy eliminate AI risk?
No policy or tool can eliminate every risk. The work helps make decisions, responsibilities, and review points explicit. It also identifies questions that need further attention.
How is the work priced?
The initial assessment and any follow-on policy, workflow, or training work are quoted to scope. Ongoing support is optional and agreed separately.
What if we just want help getting started with AI?
General practical AI consulting may be the better starting point. We can explore a task, compare tools, or plan training without assuming you need the full Safe AI Starter.
Next step
Have a project in mind?
Send a short note about what you are trying to improve. If it is a fit, I will recommend a practical next step and realistic scope.
Start a conversation