AI Governance for Professional Firms

Your team is already using AI.
Give them the rules to use it safely.

Your team is already using AI.
Give them the rules to use it safely.

HelmWise AI Governance gives professional firms the policies, training, workflows and evidence records needed to use AI safely, consistently and defensibly — without hiring an internal AI governance team.

HelmWise AI Governance gives professional firms the policies, training, workflows and evidence records needed to use AI safely, consistently and defensibly — without hiring an internal AI governance team.

Buy Governance Starter — €290

Compare the Kits

AI acceptable-use rules

Staff literacy briefing

Workflow controls

Evidence records

Manager review checklists

Instant digital delivery. Built for non-technical teams. Adaptable to your firm.

Governance

Robust frameworks. Clear accountability.

Compliance

Document rules, reviews and evidence.

AI Ethics

AI Ethics

Responsible use by design.

Responsible use by design.

Security

Reduce data and output risks.

Performance

Safer workflows that teams can actually use.

AI adoption has already happened.
Governance is usually behind.

AI adoption has already happened.
Governance is usually behind.

Staff already use AI to draft, summarise, research and rewrite — often without documented rules.

Staff already use AI to draft, summarise, research and rewrite — often without documented rules.

Client, company and personal data may be entered into public AI tools.

Client, company and personal data may be entered into public AI tools.

Outputs may be reused in client work without structured review.

Outputs may be reused in client work without structured review.

Managers may not know which tools or workflows are actually in use.

Managers may not know which tools or workflows are actually in use.

Training records and staff attestations are missing when someone asks for them.

Training records and staff attestations are missing when someone asks for them.

AI use is treated as productivity — not as a governance process with evidence behind it.

AI use is treated as productivity — not as a governance process with evidence behind it.

HelmWise turns informal AI use into documented rules, training, workflows and evidence.

HelmWise turns informal AI use into documented rules, training, workflows and evidence.

Start with the Governance Starter

One System. Four Ways to Deploy It.

One reusable AI governance operating system, packaged for different levels of readiness.

One reusable AI governance operating system, packaged for different levels of readiness.

HelmWise is not seven disconnected products. It is one core AI governance system — the same policies, training, workflows and evidence structure — packaged as a self-serve kit, a tailored implementation, a done-with-you sprint or a partner licence. Buy the level that matches your readiness. The governance core stays consistent.

HelmWise is not seven disconnected products. It is one core AI governance system — the same policies, training, workflows and evidence structure — packaged as a self-serve kit, a tailored implementation, a done-with-you sprint or a partner licence. Buy the level that matches your readiness. The governance core stays consistent.

AI Acceptable-Use Policy

AI Acceptable-Use Policy

The rules: approved tools, prohibited data, required review.

The rules: approved tools, prohibited data, required review.

AI Systems Inventory

Which tools are in use, by whom, for what, with what data.

Which tools are in use, by whom, for what, with what data.

AI Literacy Training

A baseline briefing staff can complete and sign off in under an hour.

A baseline briefing staff can complete and sign off in under an hour.

Evidence & Attestation Pack

Evidence & Attestation Pack

The records that show rules were issued and staff were briefed.

The records that show rules were issued and staff were briefed.

Workflow Library

Step-by-step SOPs for common AI-assisted tasks.

Step-by-step SOPs for common AI-assisted tasks.

Safe Prompt Pack

Approved prompt patterns with built-in data boundaries.

Approved prompt patterns with built-in data boundaries.

Manager Briefing

What managers check before AI-assisted work goes out.

What managers check before AI-assisted work goes out.

Implementation Checklist

Implementation Checklist

A 30-day rollout sequence anyone can run.

A 30-day rollout sequence anyone can run.

Changelog & Update Notes

Changelog & Update Notes

Keep governance current as tools and rules change.

Keep governance current as tools and rules change.

Disclaimer & Scope Notes

Disclaimer & Scope Notes

Clear boundaries on what the material does and does not do.

Clear boundaries on what the material does and does not do.

Every tier draws from this same core. Nothing theoretical — every asset is something a manager can open, adapt and use the same week.

Every tier draws from this same core. Nothing theoretical — every asset is something a manager can open, adapt and use the same week.

Compare the Kits

The HelmWise Ladder

The HelmWise Ladder

Start free. Buy the kit that fits.
Upgrade only if you need hands-on help.

Start free. Buy the kit that fits.
Upgrade only if you need hands-on help.

Two self-serve kits with instant delivery. Two tailored services by enquiry. One updates subscription. One partner licence. All built on the same governance core.

Two self-serve kits with instant delivery. Two tailored services by enquiry. One updates subscription. One partner licence. All built on the same governance core.

Free

HelmWise AI Readiness Check

HelmWise AI Readiness Check

Free

Free

Best for: firms unsure where their AI governance gaps are.

Best for: firms unsure where their AI governance gaps are.

10-question readiness check

Gap score

Suggested next step

Take the Free Check

Instant results. No payment details required.

Instant results. No payment details required.

Best First Step

HelmWise Governance Starter

HelmWise Governance Starter

€290

€290

Best for: small firms needing a basic AI policy, literacy evidence and staff acknowledgement process.

Best for: small firms needing a basic AI policy, literacy evidence and staff acknowledgement process.

Start Here Guide

AI Acceptable-Use Policy

AI Systems Inventory

Baseline AI Literacy Training

Staff Attestation Form

Evidence Pack Checklist

Manager Review Checklist

Disclaimer & Scope Note

Buy Governance Starter — €290

Instant digital delivery after checkout.

Instant digital delivery after checkout.

Most Complete Kit

Featured

HelmWise Safe-Use Kit

HelmWise Safe-Use Kit

$790

$790

Best for: firms that need practical workflows, prompt controls and manager-ready rollout material.

Best for: firms that need practical workflows, prompt controls and manager-ready rollout material.

Everything in Governance Starter

10 AI Workflow SOPs

Safe Prompt Pack

Role-specific training modules

Manager Briefing Deck

30-Day Implementation Checklist

AI Output Review Checklist

Changelog Template

Buy Safe-Use Kit — $790

Instant digital delivery after checkout.

Instant digital delivery after checkout.

Tailored Service

HelmWise Implementation Pack

HelmWise Implementation Pack

$1,600–$3,400

$1,600–$3,400

Best for: teams that want the kit adapted to their business, tools and workflows.

Best for: teams that want the kit adapted to their business, tools and workflows.

Client intake

Discovery call

Tailored AI policy

Completed systems inventory

10–20 tailored workflow SOPs

30-day adoption plan

Recorded walkthrough

Final evidence pack

Request Implementation Support

Starts with a short application and discovery call.

Starts with a short application and discovery call.

Premium · Done With You

HelmWise Governance Sprint

HelmWise Governance Sprint

$4,800–$7,900

$4,800–$7,900

Best for: companies needing urgent, hands-on rollout and governance alignment.

Best for: companies needing urgent, hands-on rollout and governance alignment.

2 working workshops

Tailored policy

AI systems inventory

15–25 workflow SOPs

Staff literacy training

Evidence pack

Manager briefing

Optional custom assistant setup checklist

60-day support window

Book a Governance Sprint

Qualified enquiry only. Limited sprint slots per month.

Qualified enquiry only. Limited sprint slots per month.

Subscription

HelmWise Updates & Workflow Library

HelmWise Updates & Workflow Library

$190

$190

Best for: firms wanting ongoing AI workflow updates, prompt updates and governance change notes. Tiers from $49–$199/month by team size.

Best for: firms wanting ongoing AI workflow updates, prompt updates and governance change notes. Tiers from $49–$199/month by team size.

Monthly workflow SOP

AI tool-change note

Governance update note

Prompt-pack update

Changelog entry

Join the Updates Library

Delivered digitally. Cancel any time.

Delivered digitally. Cancel any time.

For Advisers & Consultants

HelmWise Partner Licence

HelmWise Partner Licence

$290–$490

$290–$490

Best for: consultants, HR advisers, accountants and boutique firms wanting to use HelmWise assets with their own clients.

Best for: consultants, HR advisers, accountants and boutique firms wanting to use HelmWise assets with their own clients.

Rebrandable Starter Kit

Rebrandable Safe-Use Kit

Partner usage rules

Sales page copy

Partner FAQ

Client onboarding checklist

Apply for Partner Licence

Application review before activation.

Application review before activation.

HelmWise AI Governance provides templates, training materials and workflow guidance. This material is not legal advice, regulatory certification or a guarantee of compliance. Review with appropriate legal, HR, compliance or data-protection advisers before relying on it for regulated or high-risk use cases.

HelmWise AI Governance provides templates, training materials and workflow guidance. This material is not legal advice, regulatory certification or a guarantee of compliance. Review with appropriate legal, HR, compliance or data-protection advisers before relying on it for regulated or high-risk use cases.

EU AI Act · Article 4

EU AI Act Article 4: AI literacy is now a governance recordkeeping issue.

EU AI Act Article 4: AI literacy is now a governance recordkeeping issue.

Article 4 AI literacy obligations already apply. HelmWise helps firms prepare practical evidence of AI literacy measures, acceptable-use rules, staff briefing activity and workflow controls before supervision and enforcement expectations increase.

Article 4 AI literacy obligations already apply. HelmWise helps firms prepare practical evidence of AI literacy measures, acceptable-use rules, staff briefing activity and workflow controls before supervision and enforcement expectations increase.

EU AI Act Article 4 AI literacy obligations already apply. August 2026 increases supervision and enforcement relevance. The practical question for a professional firm is simple: if asked, what could you show?

EU AI Act Article 4 AI literacy obligations already apply. August 2026 increases supervision and enforcement relevance. The practical question for a professional firm is simple: if asked, what could you show?

Staff were briefed on safe AI use.

Staff were briefed on safe AI use.

AI-use rules were distributed.

AI-use rules were distributed.

Prohibited data and use cases were explained.

Prohibited data and use cases were explained.

Managers know how to review AI-assisted work.

Managers know how to review AI-assisted work.

AI tools and workflows are documented.

AI tools and workflows are documented.

Attestations and evidence records are retained.

Attestations and evidence records are retained.

HelmWise treats this as practical governance readiness, not legal compliance certification. The kits help you document AI literacy measures, build defensible internal controls and prepare governance records — a working starting point for legal, HR, compliance or data-protection review, not a substitute for it.

Get the Governance Starter

Take the EU AI Literacy Evidence Check

Not a generic policy template.
A practical rollout system.

Not a generic policy template.
A practical rollout system.

✓ Policy templates

✓ Policy templates

acceptable-use rules ready to adapt to your firm

✓ Training materials

✓ Training materials

staff literacy briefing with sign-off built in

✓ Staff attestation

✓ Staff attestation

signed acknowledgement forms for your evidence file

✓ AI systems inventory

✓ AI systems inventory

a live register of tools, users and data types

✓ Manager review checklist

✓ Manager review checklist

what to check before AI-assisted work ships

✓ Safe prompts

✓ Safe prompts

approved patterns that keep restricted data out

✓ Workflow SOPs

✓ Workflow SOPs

repeatable steps for drafting, research and review

✓ Evidence checklist

✓ Evidence checklist

know exactly which records to keep, and where

✓ 30-day implementation plan

✓ 30-day implementation plan

a week-by-week rollout sequence

✓ Changelog process

✓ Changelog process

a simple way to keep everything current

The goal is simple: help a small firm move from undocumented AI use to a visible governance process that staff can understand and managers can maintain.

The goal is simple: help a small firm move from undocumented AI use to a visible governance process that staff can understand and managers can maintain.

Take the Free AI Readiness Check

Built for professional firms that need structure without a long consulting project.

Built for professional firms that need structure without a long consulting project.

Accountants

Accountants

The risk

Client financial data entered into public AI tools; AI-drafted analysis and reports reused without documented review.

Client financial data entered into public AI tools; AI-drafted analysis and reports reused without documented review.

How HelmWise helps

Acceptable-use rules with clear data boundaries, review checklists for AI-assisted output, and evidence that staff were briefed.

Acceptable-use rules with clear data boundaries, review checklists for AI-assisted output, and evidence that staff were briefed.

Start with

Governance Starter → Safe-Use Kit

Agencies

Agencies

The risk

Client briefs, campaign data and unreleased creative flowing through multiple AI tools with no output review standard.

Client briefs, campaign data and unreleased creative flowing through multiple AI tools with no output review standard.

How HelmWise helps

Workflow SOPs for content production, a safe prompt pack, and a manager review process before work reaches clients.

Workflow SOPs for content production, a safe prompt pack, and a manager review process before work reaches clients.

Start with

Safe-Use Kit

Recruiters

Recruiters

The risk

Candidate CVs and personal data in public tools; AI-written candidate communication sent without human review.

Candidate CVs and personal data in public tools; AI-written candidate communication sent without human review.

How HelmWise helps

Data-handling rules, role-specific training, and human-review workflows for summaries and outreach.

Data-handling rules, role-specific training, and human-review workflows for summaries and outreach.

Start with

Safe-Use Kit

Consultants

Consultants

The risk

Confidential client strategy used in prompts; AI-assisted research entering deliverables unverified.

Confidential client strategy used in prompts; AI-assisted research entering deliverables unverified.

How HelmWise helps

Policy and prompt controls, output verification steps, and a maintained evidence file you can show clients.

Policy and prompt controls, output verification steps, and a maintained evidence file you can show clients.

Start with

Governance Starter → Implementation Pack

Governance Starter → Implementation Pack

SMEs & operations teams

SMEs & operations teams

The risk

Tool sprawl nobody tracks, no training records, and no answer when a client or auditor asks how AI is governed.

Tool sprawl nobody tracks, no training records, and no answer when a client or auditor asks how AI is governed.

How HelmWise helps

A systems inventory, staff literacy briefing, attestations and a simple evidence file managers can maintain.

A systems inventory, staff literacy briefing, attestations and a simple evidence file managers can maintain.

Start with

Governance Starter · Urgent rollout: Governance Sprint

Governance Starter · Urgent rollout: Governance Sprint

See the Products

Deploy a basic AI governance process in days, not months.

Deploy a basic AI governance process in days, not months.

Self-serve kits are designed for a manager or operations lead to roll out without external help.

Self-serve kits are designed for a manager or operations lead to roll out without external help.

1

1

Choose your kit.

Starter for the baseline, Safe-Use Kit for the full operating system.

2

2

Download the product assets.

Instant digital delivery after checkout.

3

3

Adapt the policy and approved-use rules.

Fill in your tools, data boundaries and review rules.

4

4

Complete the AI systems inventory.

Record which tools are in use, by whom, for what.

5

5

Deliver the literacy briefing.

Run the included training with your team.

6

6

Collect staff attestations.

Signed acknowledgements go straight into your evidence file.

7

7

Roll out approved workflows.

Replace informal habits with documented SOPs.

8

8

Keep your evidence file updated.

The changelog process keeps records current as tools change.

Choosing the Implementation Pack instead?

Choosing the Implementation Pack instead?

1. Complete the intake form.  2. Attend a discovery call.  3. Receive your tailored policy, workflows and evidence pack.  4. Use the recorded walkthrough to roll out internally.

1. Complete the intake form.  2. Attend a discovery call.  3. Receive your tailored policy, workflows and evidence pack.  4. Use the recorded walkthrough to roll out internally.

Buy Safe-Use Kit — $790

Not sure where the gaps are?
Start with the AI Readiness Check.

Not sure where the gaps are?
Start with the AI Readiness Check.

Answer 10 practical questions about your current AI policy, staff training, tool inventory, workflow controls and evidence records. Get a readiness score and a recommended next step. Takes about three minutes. No payment details required.

Answer 10 practical questions about your current AI policy, staff training, tool inventory, workflow controls and evidence records. Get a readiness score and a recommended next step. Takes about three minutes. No payment details required.

Take the Free AI Readiness Check

Your score and recommendation appear instantly. Results also sent by email so you can share them internally.

Your score and recommendation appear instantly. Results also sent by email so you can share them internally.

Tell us what you need. We'll recommend the right tier.

Tell us what you need. We’ll recommend the right tier.

Use this form for Implementation Pack, Governance Sprint and Partner Licence enquiries — or any question about the kits. You'll get a reply within one business day with a clear recommendation and next steps.

Use this form for Implementation Pack, Governance Sprint and Partner Licence enquiries — or any question about the kits. You’ll get a reply within one business day with a clear recommendation and next steps.

Please don't include confidential client data or documents in this form.

Please don’t include confidential client data or documents in this form.

TALLY ENQUIRY FORM EMBEDS HERE

In Framer: delete this panel, then Insert → Embed → paste your Tally embed code.
Fields per the build document, Part G:
Name · Work email · Company · Country · Industry · Team size · Current AI tools
· What do you need help with? · Main concern · Desired timeline · Message · Consent checkbox

TALLY ENQUIRY FORM EMBEDS HERE

In Framer: delete this panel, then Insert → Embed → paste your Tally embed code.
Fields per the build document, Part G:
Name · Work email · Company · Country · Industry · Team size · Current AI tools
· What do you need help with? · Main concern · Desired timeline · Message · Consent checkbox

Frequently asked questions

Frequently asked questions

Is HelmWise legal advice?

No. HelmWise provides templates, training materials and workflow guidance. Review the materials with legal, HR, compliance or data-protection advisers where needed — they are designed as a working starting point for that review.

No. HelmWise provides templates, training materials and workflow guidance. Review the materials with legal, HR, compliance or data-protection advisers where needed — they are designed as a working starting point for that review.

Does this guarantee EU AI Act compliance?

No. HelmWise helps firms create practical evidence of AI literacy measures, rules, training and workflow controls. It is not a legal certification or a guarantee of compliance. Article 4 AI literacy obligations already apply; August 2026 increases supervision and enforcement relevance, which is why documented evidence matters now.

No. HelmWise helps firms create practical evidence of AI literacy measures, rules, training and workflow controls. It is not a legal certification or a guarantee of compliance. Article 4 AI literacy obligations already apply; August 2026 increases supervision and enforcement relevance, which is why documented evidence matters now.

Who is the Governance Starter for?

Firms that need a basic AI acceptable-use policy, systems inventory, staff briefing and evidence pack — without a consulting project. If your team uses AI and you have nothing documented, start here.

Firms that need a basic AI acceptable-use policy, systems inventory, staff briefing and evidence pack — without a consulting project. If your team uses AI and you have nothing documented, start here.

What is the difference between Starter and Safe-Use Kit?

Starter gives the baseline: policy, training and evidence assets. The Safe-Use Kit adds 10 workflow SOPs, a safe prompt pack, role-specific training, manager materials and a 30-day rollout checklist — the full operating system rather than the foundation.

Starter gives the baseline: policy, training and evidence assets. The Safe-Use Kit adds 10 workflow SOPs, a safe prompt pack, role-specific training, manager materials and a 30-day rollout checklist — the full operating system rather than the foundation.

How is the product delivered?

Self-serve products are delivered digitally, immediately after checkout. Implementation Pack and Governance Sprint start with an enquiry and intake process, then a discovery call.

Self-serve products are delivered digitally, immediately after checkout. Implementation Pack and Governance Sprint start with an enquiry and intake process, then a discovery call.

Can we edit the templates?

Yes. Every asset is designed to be adapted to your firm, tools, workflows and risk boundaries. Editable formats are included.

Yes. Every asset is designed to be adapted to your firm, tools, workflows and risk boundaries. Editable formats are included.

Is this only for EU companies?

No. HelmWise is built for professional firms globally. The EU AI Act Article 4 readiness angle applies where relevant, but the governance system — rules, training, workflows, evidence — is jurisdiction-neutral.

No. HelmWise is built for professional firms globally. The EU AI Act Article 4 readiness angle applies where relevant, but the governance system — rules, training, workflows, evidence — is jurisdiction-neutral.

Can partners use HelmWise with their clients?

Yes, through the HelmWise Partner Licence, which includes rebrandable kits and usage rules. Partners must follow those rules and may not claim legal certification or guaranteed compliance on HelmWise's behalf or their own.

Yes, through the HelmWise Partner Licence, which includes rebrandable kits and usage rules. Partners must follow those rules and may not claim legal certification or guaranteed compliance on HelmWise’s behalf or their own.

How quickly can we use it?

Immediately. A small firm can start adapting the Starter pack the day it arrives and use it to brief staff, record attestations and open a basic evidence file within the first week.

Immediately. A small firm can start adapting the Starter pack the day it arrives and use it to brief staff, record attestations and open a basic evidence file within the first week.

Does HelmWise process confidential client data?

No confidential client documents should be uploaded through public forms. Implementation work begins with a scope and boundary confirmation so both sides know exactly what is shared, and how.

No confidential client documents should be uploaded through public forms. Implementation work begins with a scope and boundary confirmation so both sides know exactly what is shared, and how.

Buy Governance Starter — €290

HelmWise AI Governance

Govern AI. Manage risk.
Earn trust. Drive value.

Products

AI Readiness Check

Governance Starter

Safe-Use Kit

Implementation Pack

Governance Sprint

Updates Library

Partner Licence

Resources

Article 4 AI Literacy

Insights

Changelog

FAQ

Contact

Legal

Privacy Policy

Terms of Use

Refund Policy

Disclaimer

Imprint

HelmWise AI Governance provides templates, training materials and workflow guidance. This material is not legal advice, regulatory certification or a guarantee of compliance. Review with appropriate legal, HR, compliance or data-protection advisers before relying on it for regulated or high-risk use cases.

© 2026 HelmWise AI Governance · helmwisegovernance.com · All rights reserved.