AI policy and safe AI tools for small businesses
Pick the right tools. Keep your data in-house. Give your team clear rules.
Your team is already using AI. LEAP WORKS helps you choose AI tools that keep company and customer information private, set them up safely, and write simple rules everyone can follow.
Your team is already using AI. The real question is whether anyone has written down the rules.
Three jobs, done for you.
Most AI risk in a small business isn't exotic. It's a free account, a pasted spreadsheet, and nobody sure what's allowed.
Choose the right AI tools
We look at what your team needs, compare the options, and recommend business plans that protect your information. Then we set them up: the right privacy settings, company accounts, and access for the people who need it.
Tool comparisons · Business plans · Privacy settings · Company sign-inKeep internal data internal
Client files, financials, and employee records shouldn't end up in someone else's AI. We decide what can and can't go into AI tools, and check each vendor's data practices before you sign up.
What stays out · Vendor checks · Retention settings · Private AI optionsClear rules your team follows
A short, plain-English AI policy: which tools are approved, what information is off-limits, when to tell customers AI was used, and who to ask. Then we train your team.
Plain-English policy · Staff training · Sign-offs · Who to ask
Rules people actually follow.
A policy only works if your team understands it. We train everyone in plain English, answer their questions, and keep a simple record that everyone's on board.
Your first year with us.
One fixed price covers the setup, and an optional quarterly plan keeps it current.
- Weeks 1–2
Find out what's in use
A short survey and a few conversations show which AI tools your team already uses, including personal accounts, and what information goes into them.
- Week 3
Pick and set up the tools
An approved tool list, business accounts in place of personal ones, and the privacy settings that keep your data from training someone else's AI.
- Week 4
Write the policy
Two to four plain-English pages your team will actually read. We draft it, you review it, and we adjust it until it fits.
- Month 2
Train the team
A live session for everyone, a short refresher for new hires, and a simple record of who has read and agreed.
- Every quarter
Review and update (optional)
We check new tools your team wants to use, update the policy, and confirm the settings are still right.
- Every year
Refresh and report (optional)
A refresher training and a one-page summary of your AI practices to share with clients or your insurer.
78% of people who use AI at work bring their own tools, and the share is 80% at small and mid-sized businesses.Microsoft and LinkedIn Work Trend Index, 2024.
Only 38% of organizations have a formal, comprehensive AI policy.ISACA AI Pulse Poll, 2026.
What it costs
Starting at $2,500
One time. Optional quarterly reviews keep it current.
Request a free call- AI tool inventory
- Tool selection and safe setup
- Data rules and vendor checks
- A plain-English AI policy
- Team training and sign-offs
Straight answers.
Does my small business need an AI policy?
If anyone on your team uses ChatGPT, Copilot, or another AI tool for work, yes. A short policy covering approved tools, what stays out, and who to ask protects your clients and your business.
Can employees use ChatGPT with customer information?
Only in a tool and plan set up to protect it. Some free AI tools can use what you type to improve their models unless you change the settings. We help you choose business plans with the right protections.
Are you lawyers?
No. We help with the practical side: choosing tools, setting them up safely, writing the policy, and training your team. If your industry has specific legal requirements, we'll say so and work alongside your attorney.
How long does it take to get started?
About a month to an approved tool list and a written policy, with team training in the second month.