Where AI helps your business, and the rules it plays by.

Your staff are already using AI, with or without a plan. We write down the rules first, then sort the ideas into now, next and later, so the first thing you try is useful and nothing gets ahead of what you are comfortable with.

Book a free call →See a sample board

Five rules, agreed before any tool is switched on.

Consent before contact
AI only reaches people who asked to hear from you. We do not set up AI cold calling, and recorded calls start with a plain notice.
A person approves
Drafts are drafts. Anything that reaches a customer, moves money or changes a record passes the approval step you choose, and that step is written on the roadmap card.
Your data stays in your accounts
Business accounts in the company's name, never personal ones. Each task gets only the information it needs, and the sheet says what never goes in.
Every action leaves a trail
What the assistant did, when, and on whose approval, kept where you can read it later.
Written so staff can follow it
One page, plain words, no policy jargon. If a new hire cannot apply it on day one, we rewrite it.

Plain language, not legal advice. Where a rule touches privacy or consent law, we flag it for your lawyer.

A board, not a 40-page report.

A sample for a made-up wholesale distributor with twelve staff. Each card is something we could build or set up, sized to what the team can absorb.

Illustration: three jars labelled now, next and later, filled with colourful sticky notes

Now this month

Business AI accounts and a rule sheetReplaces personal accounts staff already use.Approval: owner

Drafted replies for the orders inboxAI drafts, the sales desk sends.Approval: every message

Prompt library for quotes and summariesFive tasks each person repeats weekly.Approval: none needed

Next this quarter

Supplier invoices read and checkedFields pulled from PDFs, gaps flagged for a person.Approval: accounts clerk

Order status answers from approved dataAnswers only what the order system says.Approval: spot checks weekly

Later when ready

After-hours phone answeringTakes messages and books callbacks; hands off anything else.Approval: script signed off

Customer history analysisWho orders on rhythm, who slowed, who stopped.Approval: owner reviews list

Not on the board

AI cold callingBreaks rule one. Stays off.

Anything that sends without reviewRevisited only after months of clean drafts.

OwnerThe person accountable for the card, by name.

Data it touchesWhich systems, and what it must never see.

Approval stepWho signs off, and how often.

How we'll knowThe check that says it is working, agreed up front.

We prepare the questions. Your lawyer answers them.

Illustration: a folder for the lawyer with a clipboard of questions and empty checkboxes

When AI touches your website, your forms or your customer messages, privacy and terms come up. We do not write legal terms. We do read your current privacy policy and terms against the public checklists that apply, and list each gap in plain words, marked by where it comes from:

LawRules that may apply depending on where you sell and how big you are, such as state privacy laws and federal rules for orders taken by mail, phone or online.
Payment processorWhat your card processor asks every website to show.
Good practiceDisclosures for tools like spam checks on forms, even where nothing requires them.

We built this checklist for an online shop before it launched. Your lawyer gets a short document with questions instead of a blank page.

About roadmaps and rules.

Do we need AI rules if we are only ten people?

Small teams need them most, because one person pasting a customer list into a personal account is a large share of the company. The rules fit on one page and take an afternoon to agree.

Does the roadmap name specific products?

Where a choice matters, yes, with the reason. Where several tools would do, the card describes the job and the rules, so you are not tied to one vendor.

Is the lawyer checklist a substitute for legal review?

No. It is a plain-language list of questions for your lawyer, so their time goes on answers rather than discovery. It is not legal advice.