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Before guardbook generates anything, it asks your firm to state its position on five things. Three are required. The product deliberately refuses to generate a statement without them, so your firm never publishes a position it did not choose. You will see this form the first time you open Client Disclosures, and you can come back and change the answers at any time.

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Professional indemnity cover

Optional. Three options:
  • our cover extends to AI-assisted work
  • our cover does not extend to AI-assisted work
  • we are confirming the position with our insurer
Leave it blank if you are unsure. Clause 4.3 asks you to disclose the extent of cover if available, so an honest blank is better than a guess. If you have not asked your insurer, that is the phone call this page should prompt.

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How can a client contest a decision made with AI assistance?

Required. Free text. Write the route a client actually follows. Who they contact, how, and what happens next. Write it plainly enough that a client can follow it without ringing you to ask what it means.
Most firms already have a process for a client challenging a professional judgement. The clause does not require a new one. It requires you to say what it is in the context of AI.

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What redress is available if something goes wrong?

Required. Free text. Usually your existing complaints procedure, plus the client’s right to escalate to an approved redress scheme. Point at what exists rather than writing something new that then has to be kept in step with your complaints policy.

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Can clients opt out of your use of AI on their work?

Required. Three options:
  • clients can opt out
  • clients can opt out in limited circumstances
  • we do not offer an opt-out
“We do not offer an opt-out” is a permitted answer. The clause requires you to say how a client can opt out if at all, not to provide one. Answer this the way your firm would actually behave if a client asked. If the honest answer is that you would try to accommodate them, “limited circumstances” is closer to the truth than “no”.

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Detail on how opt-out works

Optional. Free text. Worth using. Which stages can be done without AI, how a client asks, and any effect on timescales or fees. If you do not offer an opt-out, a sentence on why sits well here.

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Saving

Save answers stores them and moves you on to generating the statement. Changing them later and regenerating is expected, not exceptional: a change of insurer position or complaints process should send you back here.