Client AI disclosure notice template
A free Word template for telling clients — in writing and in advance — where and how AI will be used on their instruction, with named human oversight and the client's options.
Free download — no sign-up. Word document.
What's inside
- Purpose-specific disclosure wording: which parts of the service, which tool categories, what they contribute.
- A named-surveyor oversight section reflecting the standard's accountability requirements.
- PI cover and client-options sections aligned to the six terms-of-engagement items.
How to use it
- Issue before AI is used on the instruction — 'in advance' is part of the duty; attach it to terms or the confirmation email.
- Be specific: 'we use AI tools' does not satisfy 'when and for what purpose'.
- Re-issue if material uses change during the instruction.
Templates cover the format; keeping them current is the real work. In ComplyQS these records generate and update themselves from the decisions you log — 180 days free.
Try ComplyQS insteadRelated reading: Client AI notices: what and when · The six terms-of-engagement clauses
This template is general information, not legal or professional advice — adapt it to your firm's circumstances. ComplyQS is not affiliated with or endorsed by RICS.