Consulting · AI & Emerging Tech

AI Governance Readiness

Generative AI creates records faster than most programs can classify them. We help you decide what those tools are creating, what has to be kept, what has to go, and what your policies need to say — before adoption outruns governance.

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Where AI meets recordkeeping

Prompts, outputs, transcripts, meeting summaries, and agent activity are business information, and much of it is discoverable. Most retention schedules were written before these tools existed. AI governance readiness closes that gap from the records side, where the obligations actually land.

The engagement

AI records mapping

We inventory the AI tools in use and planned (copilots, chat assistants, meeting transcription, and agents) and map what each creates to the record series it belongs to, with retention and disposition set for each.

Data readiness

Before a pilot exposes a repository to AI, we help you develop a strategy to dispose of what should already be gone, classify what remains, and flag the sensitive and personal data that should stay out of reach.

AI capabilities in your records solutions

Many records and content management solutions now include AI features, such as auto-classification, summarization, and content discovery. We share insights on how those emerging capabilities can support managing records and content, and what governance should be in place before you rely on them.

Policy & acceptable use

We draft or update RIM-related AI use, records, and privacy policies so they say what the tools actually do: what may be entered, what is kept, who owns the outputs, and how long they are retained.

Regulatory alignment

We map AI-related recordkeeping and documentation obligations across your jurisdictions, including the EU AI Act and emerging U.S. state rules, into your schedule and policy set.

Ongoing governance

As new tools are adopted, we keep the schedule and policies current, as a standalone engagement or as part of a RIM subscription.

What you get

AI tool and output inventory

What each tool creates, where it lives, and who owns it.

Retention rules for AI-generated content

Record series, retention periods, and disposition for AI outputs, with the basis documented.

Updated policies

AI use, records, and privacy policies aligned to how the tools actually work.

A readiness roadmap

Sequenced next steps, so governance keeps pace with adoption.

Who does this work

Led by consultants holding the AI Governance Professional (AIGP) credential alongside CRM, IGP, and CIPP certifications: the same team that builds and maintains your retention schedule.

Meet the consultants →

Zasio is not a law firm and does not provide legal advice. Our attorneys and paralegals apply their legal training to records and information management; please consult your own counsel for legal advice.

Your teams already adopted AI. Has your schedule?

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