Doing it safely

AI that helps whoever is doing the work, and never decides for them.

This is the part most people skip past, and it is the part we care most about. Done properly you get the time back and you keep every bit of the control, and you have something in writing to show anyone who asks.

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Where the line sits

AI does the fetching. A person still signs.

Everything we build is put together so the judgement stays where it belongs. Three things never move.

Decisions

Advice, and anything that amounts to it.

AI gathers, sorts, drafts and flags
The call itself is made by a person, every time
Nothing goes out as settled until somebody has settled it

Approvals

Nothing sends on its own.

Letters and documents are drafted, then held
You see it before anybody outside the business does
You press send. It never presses send for you

Money

Anything with a figure attached.

AI can prepare, check and reconcile
It never moves money and never authorises a payment
Amounts are always put in front of a person to confirm

Built in as standard

Not an extra, and not a document nobody ever reads.

These come with everything we build, whether or not your business is regulated.

It shows its working

Every step is recorded as it happens: what it looked at, what it did, and when. If somebody asks how a document came to say what it says, there is an answer, and it takes a minute to find.

Your information stays yours

We build on business tools with proper agreements behind them, not free public chatbots. What you put in is not used to train anybody’s model, and we will sign whatever your business needs us to sign.

A person signs off

Anything that leaves the business, and anything that commits you to something, waits until somebody says yes.

An off switch

Everything can be paused or switched off without the work stopping. The way you do it today still works underneath, and it stays that way.

Written down

What it does, what it deliberately does not do, and who is responsible for it. One page, plain English, yours to keep.

If you are regulated

Something you can hand straight to whoever asks.

Regulators in a lot of sectors now expect a business to be able to say what it uses AI for, what it does not use it for, and who is accountable.

We write that for you as part of the audit rather than selling it back to you afterwards. It covers what AI is used for and where it stops, what stays with a person, how information is handled, and who owns the whole thing.

Twenty years in financial services is where this habit comes from. Everything had to stand up to somebody checking it, and there was no version of “it seemed fine at the time” that ever worked.

What the audit covers

Straight answers

What people ask us before they commit.

Will it make things up?

It can, and that is exactly why we build it to work from your own documents and show where every answer came from, and why a person reads it before it goes anywhere.

Who is responsible for it?

You are, the same as with any other tool in the business. That is precisely why we put the sign-off points where we do and write down who owns what.

What if it goes wrong?

You switch it off and carry on the old way, and we fix it. Nothing we build ever becomes the only way something can be done.

Are we tied to you afterwards?

No. You own what we build, it comes documented, and somebody else could pick it up and carry on.

Free, and anonymous

Is your AI use safe?

Ten quick questions about how your business uses AI, and a short list of anything worth sorting, each with where to read more. Nothing you choose leaves the page.

Start the check

Built for UK businesses. General guidance, not legal advice.

The same ground, in more detail.

Written for people running regulated businesses, not for other consultants.

The one AI rule worth having before any others

Where to start if writing a full policy feels like more than this month can take.

Four questions your AI policy needs to answer

If you write nothing else down, write the answers to these four. It is the shortest honest version of a policy.

Is it safe to put client information into AI?

The straight answer, and what actually separates safe from not, which is rarely the tool itself.

Do we need to tell people we use AI?

When disclosure is expected, when it is a choice, and how to word it without making it sound like a warning.

The AI worth having assists the person who signs

The principle this whole page is built on, set out properly.

Three things AI should never do in a cashroom

The specific jobs to keep it away from, and the reasoning behind each one.

Rule B6.24: the central trusts record

What the rule asks for, and where the real work of meeting it actually sits.

All insights

Tell us what you would want to be sure of.

Twenty minutes, free, no obligation. Bring the thing that worries you most about AI and we will tell you plainly how it would be handled, or whether it is a good reason to leave that particular job alone.

Book a free 20-minute call 0141 345 5035

In person or online · Anywhere in Scotland · No obligation