VideoIHC CLE WebinarAI & Legal Tech, Compliance & Regulatory

How to Build an AI Acceptable Use Policy From Scratch

A step-by-step walkthrough for solo GCs and small legal teams who need to draft an AI policy this quarter โ€” without overcomplicating it.

In this comprehensive webinar, Rachel Kim and Shai Davidai guide in-house counsel through the complete process of building an AI acceptable use policy from the ground up. The session covers identifying stakeholders, assessing organizational risk tolerance, drafting policy language, and securing executive buy-in.

The speakers draw on their experience implementing AI governance frameworks at organizations of varying sizes, from 50-person legal teams to solo general counsel operations. They emphasize that effective AI policies must balance innovation enablement with risk management, and that overly restrictive policies often lead to shadow AI usage that creates greater risk than a well-designed permissive framework.

Topics covered include defining acceptable AI use cases, establishing data handling protocols for AI tools, creating vendor evaluation criteria, building training programs for legal staff, and designing audit mechanisms to ensure ongoing compliance. The session includes practical templates and real-world examples from organizations that have successfully deployed AI governance programs.

๐Ÿ“‘ Chapters

  1. 0:00
    Opening Remarks & Panelist Introductions
    Moderator introduces the panel and frames the discussion on AI in legal practice
  2. 4:30
    The Current State of AI in Legal
    Overview of how law firms and in-house teams are adopting AI tools today
  3. 18:15
    Ethical and Regulatory Considerations
    Bias in AI systems, bar association guidance, and responsible use frameworks
  4. 33:40
    Building an AI Acceptable Use Policy
    Practical walkthrough of policy structure, approval tiers, and vendor diligence
  5. 50:20
    Impact on Law Firm Operations
    How AI is changing staffing, billing models, and client service delivery
  6. 62:45
    Audience Q&A
    Questions on enforcement, training, and edge cases around generative AI
Speakers

Taylor Robertson

TR

Horace Wu

HW
Rachel Kim
GC, CloudSync (SaaS, 320 employees). Built AI governance framework adopted by 4 portfolio companies.
Shai Davidai
Founder, In-House Connect. Moderator.

Key Takeaways

๐Ÿ“ From the Webinar
  • Start with three tiers, not ten pages. Green (use freely), Yellow (use with guardrails), Red (don't use without legal review). That's your v1.
  • Name the tools. A policy that says "AI tools" is too vague. Name ChatGPT, Copilot, Claude, and any industry-specific tools your team actually uses.
  • Build in a sunset clause. Set a 90-day review date. Technology moves fast โ€” your policy should too.
  • Don't try to cover everything. Focus on the three highest-risk use cases at your company. You can expand later.
  • Get one executive champion. A policy that comes from "legal" dies. A policy that comes from "the CEO's office" lives.
The one-page AI Acceptable Use Policy template, pre-filled with examples.
Get Template โ†’

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Related Resources

  • How to Build an AI Acceptable Use Policy From Scratch
    Template
    DOCX2,340 downloads
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