AI usage review for UK service businesses

Know what AI your business is actually using.

We run a confidential staff AI usage survey, map the tools and use cases already in play, classify the risks, and produce a Current-State Review with a practical action plan.

Built for UK businesses that need clearer AI oversight, stronger client confidence, and a practical record of how AI is being used.

UK-based service
Confidential staff discovery
AI Register
Current-State Review included
Practical 30 and 90 day action plan

The problem with AI at work

AI tools are already being used across teams, but most businesses do not have a clear picture of where, how, or with what data.

Your team may already be using AI.

Staff may be using ChatGPT, Copilot, Gemini, Canva AI, call-summary tools, or CRM AI without a central record of what is being used and why.

Client and business data may be exposed.

AI tools can be helpful, but risks appear when staff paste in customer details, financial information, contracts, call notes, or internal documents without clear rules.

Clients are starting to ask.

Supplier questionnaires, procurement checks, insurers, and larger clients increasingly want to know how AI is being used and controlled.

Usage Register gives you a clear current-state picture.

We help you move from guesswork to evidence.

Confidential staff discovery

Invite employees to complete a short AI usage survey. Track who was invited and who responded, while keeping individual answers out of the client dashboard by default.

AI tool and use-case register

See which AI tools are being used, where they are used, whether they are business-provided or personal/free accounts, and what data may be involved.

Use-case risk classification

Each submitted AI use case is classified by practical risk indicators such as data type, account type, customer impact, decision impact, and human review.

Current-State Review

Receive a plain-English Current-State Review covering AI usage, risk hotspots, data exposure, policy gaps, and a practical action plan.

An AI register of every tool and use case.

Each row is a real use case captured from staff — with account type, risk level, and recommended status already worked out.

Tools discovered across departments
Risk level by use case
Approved / restricted / review status
AI ToolDepartmentUse CaseRiskStatus
C
ChatGPT
SalesDrafting customer repliesMediumRestrict pending review
M
Microsoft Copilot
OperationsSummarising internal documentsLowApproved candidate
A
Call summary AI
Customer ServiceSummarising customer callsHighReview required
C
Canva AI
MarketingCreating campaign visualsLowApproved candidate
01

AI Register

Every tool and use case, with risk level, account type, and review status in one place.

02

Current-State Review

A plain-English summary of AI usage, risk hotspots, data exposure, and policy gaps.

03

Action Plan

Practical 30 and 90 day actions — what to approve, restrict, review, or fix first.

Optional — Managed plan

Targeted staff guidance, where needed

Where the review highlights awareness or knowledge gaps, targeted guidance can be assigned to relevant staff. Completion is tracked per person, with evidence recorded for internal governance and board reporting purposes.

Three steps to clearer AI control

A practical process that shows what is happening now and what needs to change.

01

Discover

Send a confidential AI usage survey to staff. Find out which tools are being used, what they are used for, and where support is needed.

02

Classify

Turn responses into use cases, risk levels, department insights, and tool-level recommendations.

03

Act

Build the register, identify quick wins, update policies, assign actions, and create a current-state report stakeholders can understand.

Built for UK service businesses where AI touches client, customer, or staff data

For teams where AI may touch customer communication, client files, financial information, HR data, proposals, reports, call notes, or regulated-adjacent work.

Finance brokersMortgage brokersInsurance brokersRecruitment agenciesAccountantsMarketing agenciesHR consultanciesB2B service firms

Usage Register is especially useful for businesses that need to answer client, insurer, procurement, or internal stakeholder questions about how AI is being used and controlled.

What you get from the review

A clear current-state picture of how AI is being used, where risk may exist, and what needs to change next.

Discovery

  • Confidential staff AI usage survey
  • Invite tracking and response rate reporting
  • AI tools discovered across departments
  • AI use cases captured separately

Risk picture

  • Low / medium / high risk classification
  • Data exposure summary
  • Human review and policy gap summary
  • Department-level insights with small-group suppression

Action plan

  • Which tools should be approved, restricted, or reviewed
  • Priority recommendations
  • Current-state report preview
  • Practical 30-day and 90-day action plan

By the end, you'll know what AI tools your team is using, which use cases involve sensitive data, where review is missing, and what to fix first.

Need help fixing the gaps?

Some risks need more than a policy. If the review highlights a broken workflow, missing approval step, unsafe data process, or manual workaround, we can help design and build practical internal tools to close the gap.

Safer AI request workflows
Prompt and output review checklists
Internal approval flows
Client-data redaction steps
Lightweight registers or dashboards
CRM or reporting workflow improvements

This is an optional extension of the service, discussed after the initial review. Optional implementation support is quoted separately.

Start with a setup. Keep it current if you need to.

Most clients start with an AI Register Setup. After that, you can stop there, keep portal access, or add managed support.

Starting point

AI Register Setup

A managed current-state review of how AI is being used across your team, including staff discovery, AI tool and use-case mapping, risk classification, and a Current-State Review.

  • Confidential staff AI survey
  • AI tools and use cases captured
  • Risk classification
  • Data exposure summary
  • Current-State Review
  • Priority action plan

From £1,500

one-off setup

Get a pricing estimate

After setup, choose what happens next

No ongoing plan

£0/month

Complete the review and decide later if ongoing access or support is needed.

Register Access

From £100/month

Keep access to the portal, AI Register, published review, policy records, and reminders.

Managed Register + Evidence Support

From £295/month

Register kept current, new AI tools reviewed, stakeholder summaries prepared, and evidence records maintained over time.

Managed support

Pricing scales by staff band, sensitivity, and support level.

Get a pricing estimate

Frequently asked questions

No. Usage Register provides a current-state assessment, live AI usage register, risk indicators, and practical governance recommendations. It supports better oversight and evidence gathering, but it does not certify legal compliance. You should take legal advice where needed.

No. The EU AI Act may matter for some organisations, especially those working with EU customers or higher-risk AI use cases. But most UK businesses also need to think about data protection, client due diligence, supplier questionnaires, internal controls, and safe AI use.

We use confidential responses, not fully anonymous responses. The organisation can see who was invited and who completed the survey, but individual answers are not shown to management by name. Results are reported in aggregate by department and risk area, with small-group suppression.

Survey answers are turned into an AI Register, use-case risk classifications, department insights, tool recommendations, and a current-state report with practical next actions.

Where the Current-State Review identifies awareness or knowledge gaps, targeted staff guidance can be assigned to relevant employees on the Managed plan. It is based on what the review actually finds — not sent to everyone by default. Completion is tracked per person, and evidence is recorded for internal governance and board reporting purposes.

No. Usage Register is not surveillance software. It starts with structured discovery, staff declarations, and an AI Register. The aim is to create clarity and safer AI use, not to spy on employees.

Possibly. A policy says what should happen. Usage Register helps show what is actually happening. Many businesses have a policy but no live register, no use-case record, and no clear picture of staff AI usage.

It is best suited to UK businesses with roughly 10–250 employees, especially where teams handle client data, customer communication, proposals, reports, HR data, financial information, or regulated-adjacent work.

The work depends on how many staff are surveyed, how many departments are involved, the sensitivity of the data being handled, and the level of review needed. A small regulated team using AI with client financial data may need more support than a larger team using AI only for low-risk internal tasks.

Usage Register is best for UK service businesses where AI may touch client data, customer communication, internal documents, financial information, HR data, proposals, reports, or regulated-adjacent work. That includes brokers, recruiters, accountants, marketing agencies, HR consultancies, and B2B service firms.

Book a discovery call

30 minutes. We'll talk through your current AI usage, where risk may exist, and whether Usage Register is a fit.