AI Policy for Architects: A Ready-to-Use Checklist and Clauses

Coding Liquids tutorial cover featuring Sagnik Bhattacharya for AI Policy for Architects: A Ready-to-Use Checklist and Clauses.
Coding Liquids tutorial cover featuring Sagnik Bhattacharya for AI Policy for Architects: A Ready-to-Use Checklist and Clauses.

An architecture practice's AI policy should name the approved tools and accounts, say which client information must never enter them, treat AI-generated images as concept illustrations unless a person authored the final work, and require a named person to check anything AI touched before issue. One page is enough if every clause has an owner and a consequence.

A policy is not a ban. Most practices already use AI somewhere, often on personal accounts nobody approved, so its first job is to move that use onto accounts the practice controls. Its second is to make professional responsibility explicit: an AI tool never signs a drawing, so a person does.

Follow me on Instagram@sagnikteaches

Architects hold two kinds of material that a generic AI policy handles badly: clients' confidential information, often covered by appointment terms or a non-disclosure agreement, and documents issued with professional liability attached. The clauses below are written for those two things.

Connect on LinkedInSagnik Bhattacharya

The text is written to be pasted into a document. The ten clauses run to about 670 words, which is roughly a page in a normal font, with Schedule 1 on the back. Square brackets mark decisions only your practice can make, and each clause carries a note on why it is there and how to check it is followed. Treat the wording as a draft for your own lawyer and insurer to read, not as legal advice.

Subscribe on YouTube@sagnikteaches

The policy, clause by clause

1. Scope and owner

This policy applies to every use of generative AI on [Practice]'s work, including chat assistants, image generators, transcription and summary tools, and AI features built into design software. It applies to staff, directors, contractors and freelancers working for us. [Name] is the AI lead and owns this policy and the approved-tools list. A breach is handled under [our disciplinary procedure]; telling the AI lead promptly counts in the person's favour.

Why and how to check: naming design-software features closes the gap where nobody thinks of a built-in assistant as "AI". The check is simple: the AI lead's name is on the policy and on the staff noticeboard.

2. Approved tools and practice-managed logins

Only tools on the approved list may be used on client work. At the date of this policy the list is [tool and plan]. Each person uses their own practice-managed login, and logins are never shared. Free and personal accounts are not used for anything connected with a client or project. The AI lead adds a tool to the list only after reading the vendor's data and training terms.

Why and how to check: vendors forbid sharing credentials. Anthropic's consumer terms say you may not share your login information or credentials with anyone else, and OpenAI's terms say the same, so one login for the whole office breaches the terms as well as your own policy. Check by asking the AI lead for the list of seats and comparing it with the headcount.

3. Information bands

Information is green, amber or red. Green information may be used in any approved tool. Amber information may be used only in an approved business-plan tool, with the project lead's agreement, after names, addresses and other identifying details are removed. Red information never goes into any AI tool. The bands, with examples, are in Schedule 1.

Why and how to check: three bands are easy to remember and hard to argue with. Check by asking any team member to place three of their current documents in a band; hesitation tells you where the examples in Schedule 1 are too thin.

4. Permitted uses

Approved uses are: drafting and editing our own text; summarising public documents; producing concept imagery from our own sketches and models; transcribing and summarising our own meetings once attendees know; and checking our own spreadsheets and formulas. Any other use needs the AI lead's agreement first.

Why and how to check: a short permitted list is easier to keep than a long prohibited one. Recording rules differ from place to place, so the attendees-know condition is a minimum, not a legal opinion. Check by reading the AI log (clause 7) for uses outside the list.

5. Client confidentiality

We treat anything covered by a client's confidentiality terms or a non-disclosure agreement as red, unless the client has agreed a specific use in writing; the AI lead records that agreement and the band changes for that use only. We tell a client when we use AI tools on their project information if their appointment or brief asks us to, or if the information is amber. We do not claim work is AI-free or AI-made unless that is true.

Why and how to check: confidentiality terms usually bind the practice whatever tool it uses, and a tool is a third party. Check by reading new appointment letters and NDAs for restrictions before the project starts, and recording any restriction in the project file.

6. Copyright and ownership

AI-generated images and text are treated as illustrative. We do not describe them as our original design work and do not promise a client exclusive rights in them. Work we present as ours is authored by a person: drawn, modelled, composited or substantially edited, with the source files and edit history kept. We do not put another designer's name, or their work, into a prompt. We do not upload third-party copyright material, including consultants' drawings and manufacturers' CAD files, without permission. We use only image tools whose terms allow commercial use, and we assume no vendor indemnity unless our contract says so.

Why and how to check: this clause rests on the points in the copyright section below. Check by asking for the layered file and the original sketch behind any render that goes into a competition entry or a client presentation.

7. Checking before issue

Nothing AI has touched is issued until a named checker, who is not the person who prompted it, has verified every figure, reference, dimension, product claim and statement against its source and recorded their initials in the AI log. AI does not produce or alter content on drawings, specifications, schedules, calculations or compliance statements without that check. A person, not a tool, signs everything we issue.

Why and how to check: a second pair of eyes catches what the prompter has already stopped seeing. Check by sampling five issued documents a quarter and tracing each AI-touched item back to its log entry.

8. Telling clients, consultants and our insurer

Our appointment letters say that we may use AI tools on a business plan to draft and summarise, that we do not enter confidential information into tools that train on it, and that a person checks every output before it is issued. We tell our professional indemnity insurer about our AI use as the policy requires. Consultants and freelancers working for us follow equivalent rules, written into their appointment.

Why and how to check: clients and insurers dislike surprises more than they dislike AI. The insurer disclosure tutorial covers what to say and when. Check by confirming that the standard appointment letter now carries the sentence.

9. If something goes wrong

If red information goes into an AI tool, or amber information into the wrong one, the person tells the AI lead within the hour. We record what was entered, delete the chat, check the account's training setting, decide with our adviser whether the client must be told, and fix the cause. Reporting an honest mistake is never a reason for discipline; hiding one is.

Why and how to check: people hide mistakes when reporting is punished, so the last sentence does real work. Run one practice drill a year so the steps are familiar before a real incident.

10. Training and review

Everyone who uses AI tools on practice work completes our briefing before they start and once a year. The AI lead reviews this policy and the approved list every [quarter], and also when a tool's terms change, a client objects or an incident occurs.

Why and how to check: if you have clients in the EU, the EU AI Act asks organisations that use AI to take measures to support staff AI literacy (the wording was softened in July 2026), so a dated record of each briefing is useful as well as sensible. Check by looking at the briefing record.

ClauseOwnerIf it is broken
1 Scope and ownerDirectorAI lead position vacant; policy reviewed within a month
2 Approved tools and loginsAI leadAccount closed; person re-briefed
3 Information bandsProject leadTreated as an incident under clause 9
4 Permitted usesAI leadUse stopped until agreed
5 Client confidentialityProject leadClient informed if our adviser says so
6 Copyright and ownershipDirectorImage withdrawn from use
7 Checking before issueProject leadDocument recalled and rechecked
8 Telling clients and insurerDirectorLetters corrected; insurer told
9 If something goes wrongAI leadDisciplinary procedure for concealment only
10 Training and reviewAI leadNo AI use until the briefing is done

Schedule 1: three information bands, with architects' examples

BandExamplesRule
GreenPublished planning policy; manufacturer literature; our own marketing copy; our own concept sketches with no client identifiersAny approved tool
AmberClient briefs with names removed; our own drawings with the address removed; meeting notes with attendee names removed; site photos with no people or vehicle platesApproved business-plan tool, project lead agrees, identifiers removed
RedAnything under a non-disclosure agreement, unless the client has agreed a specific use in writing; layouts of secure or security-sensitive buildings; personal data such as a homeowner's name with address and floor plan, or details of children at a school; client budgets and funding; consultants' drawings; competition entries before submission; anything a client has asked us not to shareNever

Removing a name is not always enough. A description unique to a site, such as the only protected historic building on a named street, can identify a client without a name in sight, so the project lead decides whether an anonymised prompt still points at one person. Here is the same request as it might be written carelessly and as policy allows.

Careless: Summarise this email from [client name] about the rear extension at [address], budget [amount], and list their objections to the planning officer's comments.

Allowed: Summarise this email from a client about a rear extension to a two-storey house and list their objections to the planning comments. [Names, address and budget removed; project lead agreed; business-plan tool.]

The anonymising tutorial shows the removal step in detail. Neither version belongs in a free personal account.

Copyright in renders: what clause 6 rests on

A national copyright office published a report on AI outputs in January 2025. Its announcement says the outputs of generative AI can be protected by copyright only where a human author has determined sufficient expressive elements, that prompts alone do not establish authorship, and that protection can arise from a human-authored work perceptible in the output or from a human's creative arrangement or modification of it. It also says using AI to assist creation does not by itself bar protection. Other places may differ, so ask your adviser, but the direction explains clause 6: a render someone typed a sentence to produce is weak ground for claiming authorship, and a render built on your own model and then composited and overpainted by a person is stronger.

Vendor terms do not fill the gap. Anthropic's consumer terms assign to you whatever rights Anthropic has in the outputs, with the words "if any", and OpenAI's terms use the same formula. Indemnity (a vendor's promise to defend you if an output is challenged) varies by plan. OpenAI's output indemnity in its service terms covers API and enterprise-type customers rather than ChatGPT Business, and Adobe's commercial-safety claim covers its own Firefly models, not the partner models that appear in the same apps; check each vendor's current terms before relying on either. Clause 6 therefore assumes no indemnity.

Keep a provenance record for any image that matters. One row per image is enough.

FieldExample entry
Image and projectConcept view 3, [project reference]
Source of the starting pointMassing model by [name], exported on [date]
Tool and plan[Image tool], [plan], commercial use permitted
Human work after generationOverpainted entrance and planting in [software]; layered file kept
Labelled as"AI-assisted concept image" on the presentation slide
Checked by[Initials], [date]

What "checked" means for each kind of AI-touched item

Clause 7 says "verified against its source". The table turns that into a minimum for the items architects actually issue.

AI-touched itemMinimum checkChecker
Specification clauseProduct names, standards and performance values against the manufacturer's current dataSpecifier
Area schedule or room data sheetTotals recomputed in a spreadsheet and compared with the brief (see the room data sheets tutorial)Project architect
Meeting minutesDecisions and actions confirmed against the recording or notes; actions agreed with their ownersMeeting chair
Planning statementEvery policy reference and measurement traced to the source documentProject lead
Consultant letter or emailNames, dates, references and instructionsProject lead
Render caption or marketing textClaims, credits and the "AI-assisted" labelDirector

For drawing sets, the drawing review tutorial goes further. The principle for all of them is the one in clause 7: the checker is never the person who wrote the prompt, because the prompter reads what they meant rather than what is there.

Five scenarios to test the policy on your team

Hand these out and ask staff to rule on each before you reveal the answer.

ScenarioRulingWhy
A director wants a 40-page client brief summarised before a meeting.Amber, if allowedApproved business-plan tool, identifiers removed, project lead agrees. Red if it carries personal data or falls under an NDA.
A job architect pastes a structural engineer's drawing PDF into a free chatbot to list clashes.BreachFree account, third-party copyright, no permission, and the output is unverified.
A freelance visualiser generates three façade options from a screenshot of our massing model.AllowedIf bound by equivalent rules by contract, labelled as concept images, with the layered files kept.
Marketing wants an AI image of a "completed project" using a description of a real client's building.Not allowedIt presents as built work, uses client information and misleads. Use real photography with consent.
A placement student drafts a planning letter on a personal account, with the site address in the prompt.BreachPersonal account and an identifiable site. The approved tool is the route, and the letter is amber.

What approved tools cost a seven-person practice

Moving people off personal accounts means paying for business seats. List prices, as checked in October 2026, are worth confirming on each vendor's page. A ChatGPT Business seat lists at $25 a month, or $20 billed annually, with a two-seat minimum, and a Claude Team Standard seat lists at the same figures with the same minimum. For seven people that is 7 x $25 = $175 a month on monthly billing, or 7 x $20 = $140 a month on annual billing, which is $1,680 a year. Microsoft 365 Copilot Business lists at $21 a user a month on annual billing on top of a Microsoft 365 business plan, so seven users come to 7 x $21 = $147 a month, or $1,764 a year, before the base licences. Microsoft has also offered a lower promotional price on annual plans until the end of 2026, so check what your own quote shows.

The reason to pay is in the terms rather than the features. Anthropic's privacy centre says that by default it does not use inputs or outputs from its commercial products to train its models, with an exception for content you explicitly report as feedback. OpenAI's pricing page says ChatGPT Business data is not used for training by default, and other vendors' business plans make similar commitments. Confirm the current wording, and keep the vendor terms page in the policy folder with the date you read it.

The AI log, with three filled rows

The log is what makes clauses 4, 7 and 10 auditable. It can be a shared spreadsheet with one row per use.

DateProjectTool and planUseBandCheckerOutcome
12 Oct[P-2207][Assistant], business planSummarised public planning policy extractsGreen[Initials]Quoted clauses checked against source
14 Oct[P-2193][Assistant], business planDrafted client email from our own notesAmber[Initials]Sent after edit
17 Oct[P-2193][Image tool], business planThree concept façade images from our massing sketchGreen[Initials]Labelled "AI-assisted concept" in the client deck

Review the log at the quarterly meeting. Three questions are enough: which uses were outside the permitted list, which tools changed their terms, and which checks found errors. The answers decide whether the permitted list grows or shrinks. For a wider check of what you already do, the drawings and client data checklist works as an audit before you adopt the policy, and the copyright and client data risks tutorial gives the background.

Adopting the policy in a week

  1. Day 1, current use. Ask every person, anonymously if you prefer, which AI tools they use and for what. Expect surprises. Twenty minutes each.
  2. Day 2, tools. Choose the approved tools, read their data and training terms, and buy the seats.
  3. Day 3, drafting. Paste the ten clauses, fill every bracket and name the AI lead.
  4. Day 4, outside readers. Send the draft to your lawyer and your insurer's contact, and ask whether the appointment letter wording needs changing.
  5. Day 5, briefing. Run a 60-minute session using the five scenarios, have everyone sign, and start the log.

That is about two working days of a director's time and an hour and a half per person. The policy will be wrong in places, which is why clause 10 exists. A page the practice follows beats a perfect one in a drawer.

Questions practices ask when adopting an AI policy

Do we need a policy if only one person uses AI?

Yes, a short one. The risk comes from what goes into the tool, not how many people use it. One person pasting a client brief into a personal account is enough to breach a confidentiality clause. Start with clauses 2, 3 and 7 (accounts, information bands and checking before issue) and add the rest as use grows.

Does the policy cover AI features inside our design software?

Yes. Clause 1 names AI features built into tools you already use, and the approved list should include them with their data settings. Check what each feature sends to the vendor's servers and whether your plan lets you switch it off, because vendors add such features in routine updates.

What about consultants and freelancers?

Bind them by contract. Add a sentence to their appointment saying they follow rules equivalent to yours on client data, copyright and checking, and ask visualisers which image tools they use before you commission them. A freelancer's personal account is outside your controls, so the contract is the control.

Can a policy stop staff using AI on personal phones?

A ban alone rarely works. Give people an approved tool that is at least as convenient, make it safe to report mistakes, and never punish honest disclosure. Bans with no alternative push use out of sight, which is the outcome the policy exists to prevent.

Further reads

Sources: Anthropic consumer terms (effective 8 October 2025) and privacy centre page on commercial data (dated 18 August 2026); Claude and ChatGPT pricing pages and Adobe's Firefly product page (checked October 2026); a national copyright office's January 2025 announcement of its report on AI outputs; OpenAI's terms of use and service terms and Microsoft's Copilot Business pricing as summarised in October 2026.

Want the policy fitted to how your practice really works?

On a 1:1 call we'll walk through the tools and accounts your team already uses, find what is being pasted into them, and settle the clauses and approved list for your size of practice.

Book a 1:1 call with me