AI Acceptable Use & Tool Registry Form

DRP-style intake form for documenting approved AI software, intended use, and client-specific rollout details.

1. Client / Account Information

When the client name is entered below, it will automatically populate throughout the form.

2. Policy Overview

This form is set up for [Client Company Name]. Use it to define approved AI tools, what each one is used for, and any limits or review requirements before rollout.

Executive Summary

Safe Input Protocol

  • No customer PII or sensitive company data in public/free AI tools.
  • Assume public tools may retain prompts unless enterprise controls are confirmed.
  • Escalate any new AI platform for security review before use.

Verification & Accountability

  • All outputs must be reviewed by a human before release.
  • Facts, dates, calculations, and citations must be verified.
  • Generated code or automation must be security checked.

Disclosure Guidance

  • No disclosure needed for internal drafting or brainstorming.
  • Client-facing deliverables may require disclosure or department approval.
  • Use AI to augment work, not replace judgment or originality.

3. AI Tools Comparison Grid

Open a quick-reference comparison page for common AI tools, including primary use, strengths, tradeoffs, and typical pricing ranges.

4. Approved AI Software Builder

Select a category and AI tool. A built-in description will auto-load. Then enter how that specific tool will be used for [Client Company Name] and add it to the registry grid.

Choose a tool to load its description.
No AI software has been added yet.
Tip: the grid is intended to become your approved AI tool registry for [Client Company Name].

5. Client-Specific Controls

6. Acknowledgment

I acknowledge that AI tools approved for [Client Company Name] must be used only as documented in this form and in accordance with company security, privacy, and verification requirements.
Signature Report Preview
Use this view for print or Save as PDF.