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Practical rules, not legal advice

Practical AI Governance for Small B2B Teams: The Operating Rules Your Team Can Actually Follow

We help your B2B team set up the operating rules, tool inventory, approval flow, and data handling rules you actually need to use AI safely — written with the people who use it daily, built to live inside your workflows, and maintainable without a legal department. This is practical operating work, not legal advice, compliance certification, or enterprise GRC.

Who this is for

B2B

B2B SaaS founders worried about employees using AI tools without org-level visibility or rules.

COOs and Heads of Ops watching shadow AI spread across operations and wanting practical control without enterprise overhead.

Agency owners whose team uses AI daily for client work and need written rules before something goes wrong.

Founders who want clarity and accountability around AI use but don't want to draft a 60-page policy nobody reads.

Leadership teams aware of the EU AI Act and rising scrutiny but not in the market for legal advice or compliance services.

Common pain points

What's broken when AI usage runs without rules

People on your team are already using AI tools, and you don't have visibility into which tools or what data goes into them.

Nobody can answer "what's our policy on AI?" without making something up on the spot.

Sensitive customer or product data is being pasted into ChatGPT or similar without clear rules about what's acceptable.

New AI tools get adopted by whoever finds them first — there's no approval flow and no named owner deciding what's in or out.

The AI policy somebody drafted six months ago is sitting in a Notion doc nobody reads, and reality has moved on.

Leadership wants control over AI use, but doesn't want to add bureaucracy, hire a legal team, or buy a governance platform.

Practical AI governance as operating rules, not a policy document

Practical AI governance is a set of operating rules, not a policy document — and not a legal or compliance program. It is the rules, tool inventory, approval criteria, data handling rules, clear owners, and review cadence your team uses to keep AI usage visible, intentional, and easy to revise when something changes. We write the rules with the people who already use the tools, set up the inventory and approval flow your team can maintain, and leave you with a runbook the team owns. Governance works best when it lives inside the workflows your team already uses — not as a separate compliance layer on top. We help your B2B team of 10–500 people operate AI safely without needing a legal department.

Next step

Talk through your AI governance starting point

Book a call

What we deliver

What this work includes

Area 1

Written AI usage rules your team can edit

We write your AI usage rules with the people who actually use the tools, in language they understand. The rules cover what's allowed, what needs approval, and what's off-limits — per tool and per data class. Output: a usage policy your team can read on one page and edit when reality changes, not a 60-page binder.

Area 2

AI tool inventory with named owners

We inventory every AI tool your team is actually using — including the ones leadership doesn't know about. Each entry captures the tool, the data class it touches, the owner, and the approval status. Output: a current map of your AI surface area, not a list copied from a vendor catalog.

Area 3

Lightweight approval flow for new tools and use cases

We design an approval flow your team can run without legal review for routine cases. Routine asks go to a named operations owner; non-routine asks go to a small review group with explicit criteria. No three-page request forms, no compliance committee. Output: a written decision flow with named owners.

Area 4

Data handling rules per tool

We define what data is acceptable in ChatGPT, Claude, Gemini and the other tools your team uses — per data class (public, internal, customer, secret). Rules are concrete and tool-specific, not abstract data classification frameworks. Output: a per-tool data handling sheet your team can apply the same day.

Area 5

Lightweight risk visibility, no enterprise GRC

We give your team a one-page view of where AI risk sits in the operation — by tool, by data class, by team. No governance platform purchase, no risk taxonomy workshop, no audit trail engineering. Output: a risk map an operations owner can update monthly.

Area 6

Ownership and monthly review cadence

We assign explicit ownership for the policy, the inventory, and the approval flow — and set up a monthly review cadence your team runs without us. The review catches new tools, stale rules, and incidents that need a rule change. Output: a named owner per area and a 30-minute monthly review agenda.

Your team knows what AI use is allowed, what needs approval, and what's off-limits — without anyone having to guess.

The AI tool inventory is a real list with named owners, not "let me ask around".

Sensitive customer and product data stays out of the wrong AI tools — by design, not by hope.

New AI tools and use cases get decided by named people, not by whoever moves fastest.

The rules live inside the operation and get updated monthly — not in a forgotten PDF.

You can run AI governance with 30 people and no legal department — and still know what's happening.

Answers before you start

Is this legal advice?

No. We don't interpret law, opine on liability, or issue legal opinions. The operating rules we write are internal — they help your team make decisions about how to use AI day to day. If you need legal counsel, for example on contract risk, employment law impact, or specific regulatory interpretation, we'll tell you and recommend you talk to a lawyer.

Is this an EU AI Act compliance service?

No. We use the EU AI Act as context for operational awareness — most B2B SaaS use cases fall outside the high-risk classification, but documentation and visibility expectations are rising. We do not certify compliance, implement Act requirements, or provide regulatory readiness as a service. If you need formal EU AI Act compliance work, you need a legal or compliance firm — not us.

What does the deliverable actually look like?

A short written AI usage policy your team can read on one page. A populated inventory of the AI tools your team uses, with named owners. A written approval flow for new tools and use cases. A data handling sheet per tool. A one-page risk map. A 30-minute monthly review agenda with a named owner per area. No 60-page binder, no platform purchase.

Do we need a legal team to run this?

No. The whole point is that a 10–500 person B2B team can operate this without a legal department. If something specific does require legal review, the approval flow flags it and you route it externally — that's a small fraction of routine decisions.

How is this different from buying a governance platform?

A governance platform is a tool. This work is the rules and ownership that should exist before any tool helps you. If you eventually buy a platform, you'll need the rules anyway — and most teams under 500 people don't need a platform at all. We're tool-agnostic and we don't sell or resell any platform.

What does this engagement NOT include?

It doesn't include legal advice, compliance certification, EU AI Act implementation, cybersecurity audits, privacy law interpretation, AI model development, or enterprise GRC platform implementation. If you need formal legal, privacy, security, or compliance work, we'll tell you and point you to the right specialist.

Ready to set the operating rules?

Book a call to scope your practical AI governance work. We'll talk through what's running in your team today, where AI is showing up without rules, and what the operating model needs to look like. If what you actually need is legal counsel or formal compliance work, we'll tell you and point you in the right direction.

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