We help professional services firms adopt generative AI safely, practically and with the right governance in place. We work with law firms, financial advisory firms, accounting firms and other trusted advisers that handle sensitive client information and need more than generic AI advice.
AI governance
Start with a practical review of how your firm is using, or preparing to use, generative AI. We identify where AI is already in use, which tools are being considered, the risks that need to be managed, and the governance measures required to support safe and responsible adoption. The review may cover approved tools, unapproved staff use, handling of client information, third-party platforms, internal approval processes, accountability and ongoing oversight.
AI may already be operating within your firm, even where no formal adoption decision has been made. Staff may be using standalone tools to draft, summarise, research, analyse and brainstorm. AI features may also be embedded in familiar business applications such as Microsoft 365, Google Workspace, CRM, accounting, HR and document-management platforms. This can create significant opportunities, but it can also introduce privacy, confidentiality, security and governance risks that have not yet been assessed.
We help firms understand where AI is being used, decide which capabilities are appropriate, and put clear controls in place.
AI policy and procedure
We help firms create clear AI policies and practical staff guidance. The aim is to give people simple rules they can actually follow. Policies can cover acceptable use, prohibited use, client confidentiality, privacy, security, accuracy, review of AI outputs, escalation points and approval requirements. Good AI policy should not stop useful innovation. It should make safe use easier.
AI privacy and confidentiality
Professional firms handle confidential, sensitive and regulated information. Generative AI can create risk when that information is entered into unsuitable tools or used without proper controls. We help firms understand what information should not be entered into AI tools, when anonymisation may be needed, how privacy obligations apply, and how to reduce the risk of accidental disclosure.
AI security and risk management
Generative AI changes how information moves through a firm. It can create new risks through shadow AI, third-party platforms, browser extensions, personal accounts, prompt history, data retention, weak access controls and staff behaviour. We help firms identify these risks and put practical controls in place.
AI training and staff adoption
We provide training for professional staff on safe and effective use of generative AI. Training can cover prompting, output review, confidentiality, privacy, hallucinations, accuracy, professional judgement, appropriate use cases and common mistakes. The focus is not just how to use AI, but how to use it responsibly in a professional services environment.
AI content and LMS development
We help firms develop practical AI-supported training content, including image, video and voice-based learning resources for internal training, client education and compliance programmes. This can include planning, scripting, generating, reviewing and refining AI-assisted training materials so they are clear, professional and suitable for the intended audience.
We can also support the development of full learning management system (LMS) platforms for firms that want to deliver structured training across their team or client base. This may include course structure, module design, user pathways, assessment content, policy training, onboarding material, governance training and practical AI-use education.
The focus is on creating training that is useful, controlled and appropriate for professional services environments, rather than generic AI-generated content.
See an example of our work delivered through an LMS here: CyberSafeHQ
See an example of our latest course content, developed using Higgsfield (Creative Platform), Nano Banana Pro (Reference Images for Video), Seedance 2.0 (Video) and ElevenLabs (Voice cloning) here: YouTube.com – CyberSafeHQ
Templates and starter resources
We provide practical templates that can be used as starting points and adapted as your organisation matures. They should be adapted to your firm’s structure, client work, professional obligations, approved tools and risk profile.
Start with a practical AI governance discussion
If your firm is using AI, considering AI tools, or unsure what staff are already doing with AI, we can help you take the next sensible step.
Frequently asked questions
What generative AI services does KiwiGen.AI provide?
We provide AI governance reviews, policy and procedure development, privacy and confidentiality guidance, security and risk management, staff training, and AI-supported content and LMS development for professional services firms.
Who are these services for?
Law firms, accounting firms, financial advisory firms, directors and other trusted advisers handling confidential, sensitive or regulated client information. Consulting practices and other organisations are also welcome.
Do I need to already be using AI to get started?
No. We work with firms at every stage — from those who haven’t started, to those with informal staff use, through to firms ready to formalise governance and policy.
How do we get started?
Start with a practical AI governance discussion. Contact us to talk through where your firm is at and the next sensible step.
