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AI Use Policy

Effective Date: June3, 2026
Business: Evalu8-Evolve
Website: www.evalu8-evolve.com

1. Our Approach to AI

At Evalu8-Evolve, we use artificial intelligence as a support tool for business strategy, research, planning, drafting, analysis, and workflow improvement.

AI does not replace professional judgment, client context, human review, or final decision-making.

Our approach is simple:

Structure first. Then AI.

We use AI to help business owners and leadership teams make better decisions, reduce manual effort, and identify practical opportunities for growth. We do not use AI as a shortcut around strategy, privacy, or accountability.

2. How We May Use AI

We may use AI tools to support:

  • Business diagnostics and strategic planning
  • AI readiness assessments
  • Workflow review and process improvement
  • Drafting business documents, templates, prompts, SOPs, and planning tools
  • Research, summarization, and idea generation
  • Marketing, sales, customer experience, operations, and team planning
  • Development of AI guardrails, use cases, and 90-day action plans
  • Legal decisions
  • Financial decisions
  • HR decisions
  • Hiring, termination, discipline, or compensation decisions
  • Medical, safety, or compliance decisions
  • Decisions that materially affect a person, employee, customer, supplier, or stakeholder
  • It is required for the agreed work
  • The client has provided the information for that purpose
  • Appropriate safeguards are used
  • The information is minimized, anonymized, or generalized where possible
  • AI readiness findings
  • Prompt templates
  • Draft AI policies or guidelines
  • Workflow recommendations
  • Use case briefs
  • SOP drafts
  • 90-day action plans
  • Strategic summaries
  • Decision-support tools
  • Use AI to support, not replace, business judgment
  • Keep sensitive data out of public AI tools where possible
  • Minimize personal information
  • Review AI outputs before sharing or acting on them
  • Be transparent when AI meaningfully supports client work
  • Keep human-only decisions human
  • Use AI where it creates clear business value
  • Avoid using AI where risk outweighs benefit
  • Respond to your inquiry
  • Deliver requested resources
  • Provide services
  • Prepare for a call or engagement
  • Improve our content, offers, and client experience
  • Support internal planning and business operations

All AI-assisted work is reviewed before being shared with clients.

3. Human Review and Final Decisions

AI-generated content is not treated as final.

Evalu8-Evolve reviews, edits, validates, and applies professional judgment before using AI-supported outputs in client work.

Final decisions remain with the business owner, leadership team, or responsible decision-maker.

AI is not used as the final authority for:

4. Client Information and Confidentiality

We treat client information as confidential.

We do not intentionally enter sensitive, confidential, proprietary, or personally identifiable client information into public AI tools unless:

Where possible, we remove or reduce identifying details before using AI to support analysis, drafting, or planning.

5. Personal Information

We aim to limit the personal information used with AI tools.

We do not use AI to collect unnecessary personal information.

When personal information is involved, we aim to be clear about why it is needed, how it may be used, and how it supports the work being delivered.

Personal information may include details such as names, email addresses, business roles, employee information, customer information, or other identifiable details provided through forms, emails, calls, documents, or client materials.

6. Client Materials and Business Data

Clients may share documents, worksheets, recordings, transcripts, business plans, financial information, process notes, team details, or other business materials as part of an engagement.

These materials may be reviewed manually and, where appropriate, supported by AI-assisted analysis.

We use client materials only for the purpose of delivering the agreed service, unless otherwise agreed in writing.

We do not sell client materials or client data.

7. Third-Party AI Tools

Evalu8-Evolve may use trusted third-party AI tools, software platforms, automation tools, or productivity tools to support client work and business operations.

These tools may have their own privacy policies, data practices, security terms, and retention settings.

We aim to select tools that are appropriate for the type of work being performed and the sensitivity of the information involved.

8. Accuracy and Limitations

AI tools can produce incomplete, inaccurate, outdated, biased, or misleading information.

For that reason, AI outputs are reviewed before use.

Clients should not rely on AI-generated content without human review, especially where decisions involve legal, financial, HR, operational, safety, privacy, or compliance risk.

9. AI in Client Deliverables

Some client deliverables may include AI-supported materials, such as:

These materials are designed to support business decision-making.

They are not legal, financial, accounting, HR, cybersecurity, or compliance advice unless specifically stated in writing and provided by a qualified professional in that field.

10. AI Guardrails We Follow

Our AI use is guided by practical guardrails:

11. Client Responsibilities

Clients are responsible for the accuracy of information they provide.

Clients are also responsible for reviewing and approving final decisions, policies, workflows, and actions before implementation.

Where legal, HR, privacy, cybersecurity, tax, financial, or regulatory advice is required, clients should seek advice from the appropriate qualified professional.

12. Website Forms, Downloads, and Communications

When you submit information through our website, forms, email, downloads, bookings, or other communication channels, we may use that information to:

Where AI tools are used to help organize, summarize, or respond to inquiries, we aim to use them responsibly and with appropriate human review.

13. Updates to This Policy

AI tools, business practices, and privacy expectations continue to evolve.

We may update this AI Use Policy from time to time to reflect changes in our tools, services, legal obligations, or business practices.

The most recent version will be posted on this website.

14. Contact

For questions about this AI Use Policy, contact:

Evalu8-Evolve
Email: sara@evalu8-evolve.com
Website: www.evalu8-evolve.com