Firm settings & generated documents

Set your firm’s details once to generate your AI Use Policy and Terms of Engagement clause. (Admins only.)

In “Settings”, record your own sign-off name and your firm profile — the AI Responsible Person, contact, PI position and opt-out stance. These feed your generated documents.

Generated documents and live ToE clause — Download your AI Use Policy and Terms of Engagement AI clause as PDFs. The ToE clause also updates live on the page so you can copy and paste it straight into an engagement letter. Templates to adapt — not legal advice.

Every step above uses ComplyQS on fictional demo data. Try it on your own firm — free for 180 days, from £20/month after.

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Related reading: AI clauses in terms of engagement · Writing the AI policy

A how-to guide for the ComplyQS app (https://complyqs.co.uk). ComplyQS records what your firm decides and does; it does not make compliance decisions. Not affiliated with or endorsed by RICS.

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