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Aegis Firma for Consulting Firms

AI Compliance for Consulting Firms

Protect client data while using AI tools — and win clients who require AI compliance documentation.

Consulting firms use AI for research, analysis, report generation, and client deliverables. AI tools process client confidential data. Enterprise clients increasingly require AI compliance documentation from their consultants. EU AI Act places responsibility on consulting firms as AI "deployers" when they use AI systems in client engagements. Aegis Firma helps consulting firms manage these obligations and use AI as a competitive advantage.

AI Compliance Challenges for Consulting Firms

Consultants use AI with client data — what are the data processing obligations?
Enterprise clients require AI compliance documentation in vendor onboarding questionnaires
Client contracts increasingly prohibit feeding client data to AI tools without consent
No formal AI tool approval process — each consultant uses different AI tools
Client-facing AI outputs need EU AI Act Article 50 disclosure in some contexts

Regulations That Apply to Consulting Firms

EU AI Act — Deployer Obligations

Consulting firms using AI tools in client engagements are AI "deployers" under EU AI Act Article 3. Deployers have obligations around intended use, human oversight, and transparency that apply regardless of which AI tool they use.

GDPR / UK GDPR

Client data processed by AI tools requires GDPR DPAs. AI vendors accessing client personal data must be properly assessed and contracted as data processors.

Client Contract AI Obligations

Enterprise clients increasingly include AI use restrictions in consulting contracts — requiring disclosure of AI tools, prohibiting client data use for AI training, and mandating AI compliance documentation.

Professional Services Codes of Conduct

Management consulting associations and accounting bodies are issuing AI governance guidance covering quality control, disclosure, and human oversight in AI-assisted work.

How Aegis Firma Helps Consulting Firms

Discover every AI tool consultants use with the free browser extension
Generate AI Acceptable Use Policy for client engagement contexts
Produce AI vendor DPAs for client data protection
Create client disclosure templates for AI use in engagements
Document your firm's AI governance programme for enterprise client onboarding
Trust Center: shareable compliance page for enterprise procurement

Common Use Cases

Enterprise procurement: generate AI compliance documentation for client vendor questionnaires
Client data protection: DPAs for every AI tool that processes client data
AI policy: generate AI Acceptable Use Policy governing AI use in client work
Client disclosure: create AI use notification templates for engagement letters
EU compliance: document EU AI Act deployer obligations for EU client engagements

Get Consulting Firms AI Compliance in 30 Minutes

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Frequently Asked Questions

Can we use ChatGPT or Claude with client data?

This requires a GDPR-compliant DPA with OpenAI or Anthropic, client consent (or legitimate interest assessment) for AI processing, and compliance with any client contract restrictions. Many enterprise clients prohibit feeding their data to third-party AI tools for training purposes. Aegis Firma documents your AI vendor data handling for each client context.

Enterprise clients ask for an AI policy in vendor questionnaires. What do we provide?

Provide: (1) AI Acceptable Use Policy — what AI tools your firm uses and under what conditions. (2) AI tool inventory — every AI tool in your stack with data handling classification. (3) Data protection documentation — DPAs with AI vendors that handle client data. Aegis Firma generates all three.

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