Sample This is a fictional example. Halstead & Rowe Solicitors is a firm we invented to show the dashboard; it is not a client. It is drawn by the same system as a real client's page. The buttons are switched off, and parts of the framework itself are shown only on a client's own dashboard.
AI compliance dashboard · UK + EU Combined Compliance Framework
Cover active · runs to 29 Jun 2027
4 more, from the framework itself — listed on a client's own dashboard
The riskier the tool, the sooner it is looked at again: high risk every 3 months, limited every 6, minimal once a year.
Used for: Drafting client letters; summarising case bundles
The risk: Client files hold confidential and sensitive personal data. Used only on the business plan with training switched off, and a solicitor checks every draft before it leaves the firm.
Used for: Legal research
The risk: A legal research tool with confidentiality terms in the subscription. Every authority it suggests is checked at source before it is cited.
Used for: Emails, meeting notes and first drafts
The risk: Stays inside the firm’s Microsoft account under its existing data terms. Drafts are checked for accuracy before they are relied on.
Used for: Notes from client calls
Not covered by your documents yet. We update them overnight and email you the new set.
Add it here. Overnight we rate its risk, update your documents to cover it and email you the new set.
Everyone who uses AI at work: when they signed your AI policy, and when they were last shown how to use AI safely. Add a work email and we send each person the policy to read and sign with their own name — the strongest record you can hold. Training is refreshed every 12 months.
| Person | AI policy | AI training |
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| Ruth HalsteadPartner | Signed1 July 2026 | Trained1 July 2026 · Firm AI briefing (45 minutes) |
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| Daniel RowePartner | Signed1 July 2026 | Trained1 July 2026 · Firm AI briefing (45 minutes) |
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| Priya ShahSolicitor | Signed it themselves8 August 2026 | Not trained yet |
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| Tom EllisTrainee | Asked to signEmailed 4 October 2026 · not signed yet | Not trained yet |
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When an AI tool gets something wrong — or nearly does — write down what happened and what you did. Near misses count: they are the proof your checks work.
A client call was recorded and transcribed before the client was told.
1 October 2026 · Otter.ai
What we did: Recording deleted; client told and apologised to. Waiting on a script for opening calls.
A draft letter cited a case that does not exist. Caught at the solicitor check before it was sent.
27 August 2026 · ChatGPT Team
What we did: Draft corrected. Reminder to all fee earners: every authority checked at source.
The next dates in the laws your framework covers, each checked against the law itself. When a law changes, we update your documents and tell you what moved.
Each promise in your AI policy needs a record that proves you keep it. Say where each one is held and who owns it; each needs confirming again when it falls due.
4 more records your policy requires — listed on a client's own dashboard
Every document in your framework, as a PDF and an editable Word file, whenever you need one.
24 more documents in this framework — listed and downloadable on a client's own dashboard
A one-page statement to send a client, insurer or supplier who asks how you manage AI: your tools and their risk levels, the documents you hold and the standards they are aligned to. No names or personal details. It stays valid while your cover runs.
Every change to your dashboard, dated, and how it was made. It is your record that the policy is followed through the year, not just signed once.
Your dashboard opens with this link plus a code we email to the buyer. If the link has gone somewhere it should not, make a new one: the old link, and the link to your proof register, stop working straight away. Our emails always carry the current one.
Every Complete framework, and the UK + EU Combined framework, comes with this dashboard — built from your own documents, kept current all year.
See the frameworks →