This is a client-facing email template to inform professional services clients about your responsible use of AI tools.

Make a copy: Open the Google Doc link, then go to File > Make a Copy to edit.
Customize: Fill in all bracketed sections with your company/client details.

Email Subject:

An Update on Our Workflow: Responsible Use of AI Tools

Email Body:

Dear [Client First Name],

We’re always looking for ways to deliver our work more efficiently while maintaining the highest standards of quality and accuracy. As part of this effort, we’ve introduced AI-assisted tools into specific parts of our internal workflows.

These tools help us:

• Draft outlines and summaries
  
• Accelerate first drafts of structured documents
  
• Support data analysis and scenario generation
  

For these tasks, we’re currently using [e.g., ChatGPT Enterprise, Claude for structured summarization, Perplexity for contextual research]. These tools are used only by trained team members and within clearly defined guidelines.

Here’s what this means for you:

• Your data remains protected – we do not upload client-confidential or personally identifiable information (PII) into public AI tools.
  
• Human oversight is central – every AI-assisted draft is reviewed and finalized by our team before sharing with you.
  
• Our deliverables remain tailored and client-specific – we’re using these tools to support, not replace, our professional judgment.
  

We’re sharing this update to keep you informed about how we’re working behind the scenes to continue delivering high-quality results, faster.

If you have any questions or would like more detail about how these tools are used, we’re happy to set up a quick call.

Best regards,
[Your Name]
[Your Title]
[Company Name]