Skip to main content
Once your disclosure answers are saved, the firm owner can generate the statement.

​
Generating

Choose Generate disclosure statement on the Client Disclosures page. guardbook builds it from your five disclosure answers and your current Tool Register. It is fixed wording filled in from your records, not written by AI, so the same records always produce the same statement. The statement is titled Use of artificial intelligence in the delivery of our services and has eight sections:
  1. Our use of AI, in summary
  2. When AI will be involved in the delivery of your service
  3. The parts of our process in which AI will be involved
  4. Professional indemnity cover for our use of AI
  5. How to contest our use of an AI system
  6. Seeking redress
  7. Opting out of the use of AI
  8. Further information
Sections 2 and 3 come from your Tool Register. Every tool on it is listed except banned ones, because a banned tool is not in use. A thin register produces a thin statement, so fill in the register first. The statement has a version number and date, a section list to jump around it, and Download PDF.

​
The supplier checks warning

Section 8 tells clients they can ask about the checks you carried out on each AI supplier before you started using it. If any tool on your register has no signed supplier due diligence, guardbook warns you on this page. You can still adopt the statement. But complete the due diligence for those tools before you issue the terms to a client, or you are promising evidence you do not hold.

​
Adopting

Choose Adopt statement. This records that this version is the one your firm stands behind, against a date. Unlike the AI policy, adoption does not capture a signature.

​
The step guardbook cannot do for you

Adopting a statement in guardbook does not put it in front of a single client. Clause 4.3 requires the disclosures to be in your governing documents, in writing, in advance of AI being used.
1

Get the wording into your terms of engagement

Download the PDF or copy the text into whatever your firm issues to clients.
2

Check it against what you already say about AI

If you added a line about AI to your terms before, you now have two statements. Make sure they agree.
3

Send it to existing clients where work is ongoing

“In advance of use” applies to live instructions too, not only new ones.
4

Have your usual reviewer read it

It is client-facing contractual wording built from a template. Whoever normally reviews your terms should see it before it goes out.

​
Regenerating

If your disclosure answers change, or you add or remove tools, choose Regenerate and confirm. A new version is created and the previous one is kept. The new version starts unadopted, so adopt it. Your issued terms of engagement do not update themselves, so send the new wording out too.