AI Policy Foundations for Private Investigators

Artificial intelligence offers enormous advantages for private investigators — but without the right governance in place, it also introduces serious risks around privacy, sovereignty, evidence handling, professionalism, and licensing.

This 45-minute Lunch & Learn is a fast-paced, practical session designed specifically for licensed private investigators who want to safely adopt AI in their practice.

In this workshop, we will create your AI Policy draft together.
You will leave with a practical working document aligned to PI workflow, privacy expectations, and responsible-use guidelines.

In this session, we’ll cover:

✔ What an AI policy is — and why every PI practice needs one
✔ The key risks investigators face when using AI tools
✔ What must be included in a PI-specific AI policy
✔ Approved vs. not-approved tool definitions
✔ Data sovereignty considerations (where your prompts actually go)
✔ Privacy Act 2020 alignment
✔ Anonymisation rules for investigative contexts
✔ Evidence integrity and chain-of-custody concerns
✔ Safe workflow design for AI-assisted admin
✔ How to prepare your practice for compliant AI adoption

🛠 You will create your AI Policy during the session.

To participate fully, you will need a paid account with one of the following:

• ChatGPT Plus / Team
• Microsoft Copilot (M365 business tenant)
• Google Gemini Advanced

We will guide you through setting up your policy using your chosen tool.

You will leave with:

• A completed AI Policy draft tailored to investigative work
• A checklist of required governance components
• An understanding of what decisions your organisation must formalise
• A clear next step: review + personalise with your adviser

Perfect for:

Private investigators, agency owners, practice managers, and anyone responsible for operational risk, compliance, or client confidentiality.

⚠ Important Notes:

• This session provides general guidance only
• It does not constitute legal, licensing, or professional advice
• It does not replace consultation with your legal, privacy, or insurance advisers
• We do not accept responsibility for decisions you make based on this workshop
• Your final AI policy should always be reviewed by your own advisers