Most firms bought access before they wrote a rule. That order is normal, and it is worth correcting early, because the first real question a client or an insurer asks is what your policy says.
We write it with you: which tools are approved, what client information may go into them, what has to stay out, who decides an exception, and what happens when someone gets it wrong. Then the part most policies skip, which is how anyone would know whether it is being followed.
A policy is a document. Governance is somebody looking.
Every engagement starts by working out where your firm stands. That is a conversation with the people who decide, or a focused AI readiness read where that is the question. You leave with it written down, whether or not you continue with us.
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