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TRUST-PACK

Client-facing AI transparency pack for 75-100 staff UK accountancy firms.

Your best clients hear "AI" and immediately worry: Is my data safe? Is a machine making decisions about my tax affairs? Who's actually reviewing my accounts? These are reasonable questions that deserve clear answers.

TRUST-PACK is a self-service documentation kit with engagement letter clauses, website copy, client FAQs and talking points that explain your AI use, human review process, and data safeguards. Stronger client trust, easier conversations, and evidence if regulators later ask how you communicated AI use.

Get Notified When TRUST-PACK Launches See Full Governance Stack
WHY

Clients are already asking about AI

Triggers that bring managing partners to TRUST-PACK:

  • ✗ Key client asks, "Are you using AI on my data?" and the partner improvises an answer
  • ✗ Different partners giving different explanations of AI use to clients
  • ✗ Engagement letters don't mention AI - potential liability gap
  • ✗ Website says nothing about AI while competitors are talking about "AI-powered services"
  • ✗ Desire to align with ICAEW ethics guidance and GDPR transparency requirements

ICAEW guidance emphasises transparency and informed consent when using AI in client work. UK GDPR requires clear communication about automated processing. Without consistent client-facing messaging, your firm risks under-disclosure (legal exposure) or over-promising (reputation risk).

WHAT YOU GET

Client wording, not PR consultants

Engagement Letter Clauses

Ready-to-use wording covering AI-assisted work, human review, and responsibility allocation. Three tone options: conservative, standard, progressive. Guidance notes explain when to use each.

Website Transparency Statement

Plain-English paragraphs explaining where AI is used, what human review looks like, data protection safeguards, and client options. Ready to paste into your website or brochures.

Client FAQ Sheet

Answers to the questions clients actually ask: "Is AI making decisions?" "Where is my data going?" "Who reviews the output?" Designed for email or print. Partner-approved, consistent messaging.

Top 50 Client Email Template

Proactive communication template for your most important clients. Get ahead of questions before they ask. Shows leadership, builds trust, demonstrates transparency.

Internal Talking Points

Bullet-point script for partners and managers handling client questions. Covers common objections, reassurance language, and escalation paths. Everyone sings from the same hymn sheet.

Client Trust Diagnostic

10-12 question HTML assessment of your current client communication. Identifies gaps in engagement letters, website, and verbal messaging. Generates a "Litigation Exposure" score.

These are editable Word documents and templates you control. No PR agencies. No marketing consultants. No workshops.

TRANSFORMATION

Before and after TRUST-PACK

✗ Before TRUST-PACK

  • Ad-hoc answers when clients ask about AI
  • Different partners saying different things
  • Engagement letters silent on AI use
  • Website either says nothing or over-promises
  • Risk of under-disclosing or over-claiming

✓ After TRUST-PACK

  • One consistent, partner-approved explanation
  • Same message across letters, website, and conversations
  • Engagement letters updated with appropriate clauses
  • Website shows transparency without over-promising
  • Evidence of clear communication if questions arise later
SEQUENCE

How TRUST-PACK fits in the stack

FlowBox AI Governance Stack showing TRUST-PACK as the Clients layer - policy, people, vendors, clients, audit and monitoring

TRUST-PACK is the Clients layer of the FlowBox AI Governance Stack

1

GUV-KIT: Policy first

Board-approved AI governance documentation. Internal rules sorted before external communication.

2

COMP-KIT: Train staff

Staff training and competency evidence. Your people understand what they can and cannot say.

3

VEND-CHECK: Control tools

Vendor vetting and tool governance. You know what tools are approved before telling clients.

4

TRUST-PACK: Tell clients

Client-facing transparency. Now you can communicate AI use accurately and consistently.

See how TRUST-PACK fits into the full FlowBox AI governance stack.

View Full Stack
FAQs

Common questions

Will this language guarantee legal protection?

No. TRUST-PACK provides professionally-drafted wording to support transparent client communication. It does not constitute legal advice and does not guarantee protection from claims. Your firm should review all client-facing materials with your legal advisors before use.

Can we adapt this for different service lines?

Yes. All templates are editable Word documents with guidance notes suggesting variations for audit, tax, accounts production, and advisory work. You control the final wording for each service line.

Do we need the other kits first?

Recommended. TRUST-PACK works best when your internal governance is sorted: policy approved (GUV-KIT), staff trained (COMP-KIT), tools vetted (VEND-CHECK). Telling clients about AI use is easier when you know exactly what that use looks like.

When will TRUST-PACK be available?

TRUST-PACK is currently in development. Join the notification list to be first to know when it launches.

STAY UPDATED

Get notified when TRUST-PACK launches

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Or get GUV-KIT now and we'll contact you when TRUST-PACK is ready.