Practical AI governance for professional firms
Put Clear AI Rules in Place Across Your Organization.
In 90 days, Priority Governance helps your leadership identify how AI is being used, decide what is allowed, give staff practical guidance, document the decisions, and establish an ongoing review process—without hiring a full-time governance team.
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No sensitive client, customer, or company information is needed for the initial conversation.
- AI questionCan staff use an AI drafting assistant on client correspondence?RaisedOperations · Sept 8
- Leadership decisionPermitted in the firm-approved tool only. No client identifiers.ConditionalApproved by managing partner
- Staff guidanceQuick guide updated with the approved conditions.Published v1.2Issued to all staff
- AcknowledgmentPeople confirm they have read version 1.2.23 of 252 outstanding
- Scheduled reviewDecision returns to leadership with any new requests.CurrentOwner: operations director · Jan 15
Why It Matters Now
AI Is Already Part of the Work. Create Clarity About How It Should Be Used.
Give leadership a structured way to decide which AI tools people may use, what information is appropriate, what conditions apply, and when review or approval is required. Then turn those decisions into practical guidance your people can follow.
- A staff member wants to use AI with business or client information.
- A vendor adds AI capabilities to software already in use.
- A client asks how the organization governs AI.
- Different teams are operating from different assumptions.
Priority Governance helps you understand your current position, make the decisions that matter, communicate them clearly, and keep them current as AI use evolves.
You Do Not Need to Build AI Governance From Scratch
Most professional firms do not lack concern about AI. They lack the time, structure, and practical process needed to turn leadership decisions into clear guidance for everyday work.
You do not need to arrive with every answer, write a generic policy on your own, or hire a full-time governance team. Priority Governance guides you through the decisions, prepares the working materials, helps organize staff rollout, and establishes the ongoing process needed to keep everything current.
AI governance does not have to become another overwhelming initiative. Priority Governance provides the structure and helps you put it into practice.
Our Approach
More Than Templates—Without Enterprise-Scale Cost and Complexity
Many professional firms need more than a collection of templates they do not have the time or internal capacity to customize, implement, roll out, and maintain. At the same time, they may not need—or be able to justify—the cost and complexity of a large enterprise consulting engagement.
Priority Governance provides a focused alternative. We concentrate the engagement on the governance work your organization actually needs: understanding current AI use, preparing leadership decisions, establishing practical rules, equipping staff, documenting responsibilities and acknowledgments, and creating a process for keeping everything current.
Templates on Your Own
Documents your team must still customize, implement, roll out and maintain—with time and capacity it may not have.
Priority Governance
You receive guided implementation and professional results without being left to implement everything alone—or paying for enterprise scope your organization does not need.
Enterprise Consulting
Scope, cost and complexity sized for organizations with dedicated governance, risk and compliance teams.
More support than templates. More focus than enterprise consulting.
How We Help
How Priority Governance Helps You Put AI Governance Into Practice
We turn leadership intent into an organized, practical governance process. We prepare the work, guide the decisions, translate approved positions into usable guidance, and keep the process moving as AI use changes.
Understand Your Current AI Use
Identify known AI tools and AI-enabled services, how people use them, and what kinds of information may be involved.
Prepare the Decisions That Matter
Organize the questions leadership must answer about people, tools, activities, information, conditions, and review.
Turn Decisions Into Practical Guidance
Translate approved positions into staff guidance, training, request paths, responsibilities, and acknowledgments.
Keep Governance Current
Organize new requests, exceptions, vendor changes, open decisions, owners, and scheduled reviews.
90-Day Governance Launch
Establish Practical AI Governance in 90 Days
Governance Launch is the primary way to begin. Over ninety days, Priority Governance prepares and coordinates the work alongside your leadership, and your leadership approves each decision. Here is what becomes established.
- Days 1–30
Establish
Known AI use becomes a practical baseline.
- Initial AI inventory and known material uses
- Named owner and escalation path
- Days 31–60
Enable
Staff receive usable guidance rather than a long policy.
- Leadership-approved baseline rules
- Conditional and prohibited-use records
- Staff guidance and training
- Version-bound acknowledgments
- Days 61–90
Operate
The first requests, reviews and follow up move through a repeatable process.
- Initial Governance Record
- Review schedule
- First operating cycle
First 90 days of Control Center are included throughout, so decisions, owners and reviews have a place to live from the first week.
Record · Packet · Badge
Keep a Current Governance Record. Share Your Position Clearly.
Governance Record
The internal operating source of truth for known AI use, rules, decisions, owners, acknowledgments, exceptions, and scheduled reviews.
Shareable Governance Packet
An appropriately scoped explanation for clients, boards, insurers, partners, and other stakeholders.
AI Governance Active Badge
A visible signal that published operating requirements are currently maintained.
- AI drafting assistantConditionalOwner: OperationsNext review: Jan 15
- Meeting transcriptionApprovedOwner: Office managerNext review: Mar 2
- Vendor AI feature · document systemUnder reviewOwner: IT leadNext review: Oct 30
- Personal AI accounts for client workNot permittedOwner: Managing partnerNext review: Jan 15
- 01How AI use is governed here
- 02Rules in effect, in plain language
- 03Who is responsible and how issues are raised
- 04How and when decisions are reviewed
- 05Current status and scope
Leadership-approved · Current as of the last review
Your Governance Record explains it. Your shareable packet communicates it. Your AI Governance Active badge makes it visible.
Eligibility is reviewed by a person against published operating requirements: an active subscription, completed Guided Activation, a named internal owner, a current initial inventory, leadership-approved baseline rules, a reporting and escalation path, and an established recurring review cadence.
The badge is not a certification, audit opinion, legal conclusion, security guarantee, or compliance determination. It indicates that Priority Governance reviewed the organization against its published operating requirements and found those requirements currently maintained.
View the Operating RequirementsAfter Day 90
Two Ways to Keep Governance Current
Governance Launch establishes the operating state. After day 90, choose the level of ongoing support that fits your team.
Control Center
Operate and maintain governance with an internal owner, using the system that supports the process.
- New AI tools and requests have a place to go
- Decisions keep their conditions, owners and dates
- Scheduled reviews arrive before decisions go stale
Fractional AI Governance
Ongoing preparation, coordination, reporting, and support from Priority Governance.
- Requests and reviews prepared for leadership
- Exceptions and follow-up coordinated
- Control Center included while the engagement is active
Control Center supports the process. The governance itself—your decisions, rules and reviews—belongs to your organization.
Industries
Focused on Professional Firms
The governance model is the same. The situations, vocabulary and client expectations are yours.
CPA and Accounting Firms
Client financial records and tax information make it important to be clear about which AI tools may be used, and how.
- Which AI tools may staff use when preparing client work?
- What client information should never be entered?
- What do we tell a client who asks about our AI use?
Law Firms
Confidentiality and client expectations make it important to decide how AI may assist with matter work, and who reviews it.
- When may AI assist with drafting or research?
- What review is required before AI-assisted work goes out?
- How do we answer client questions about AI?
Insurance Agencies and Brokerages
Policyholder information and carrier and client expectations make it important to know where AI is already in use.
- Which AI features are already in the software we use?
- What policyholder information is appropriate to use?
- How do we answer a carrier or client who asks?
From the Founder
“I created Priority Governance because professional firms need a practical way to govern AI without building a full-time internal function or purchasing an enterprise system they cannot realistically operate.”
Put AI Governance Into Practice. Keep It Current. Share It With Confidence.
No sensitive operational data required. Designed to minimize sensitive data collection; access is limited to authorized review, and information is not used to train public AI models. Your leadership retains decision authority, and your legal, security, privacy, HR, audit and insurance specialists retain their professional responsibilities. Priority Governance is not legal advice, not a security assessment, not a compliance certification, and not an audit opinion. The QuickScan is directional—not a certification or compliance determination. Data Handling supplements our Privacy Policy and Terms.