Green
OK to use with public AI
Generic, non-client-specific content. No client, file, or transaction information.
For escrow officers
Adopt the framework this week.
AI tools are in your office whether anyone planned for it or not. Here is what you can do right now: download the policy template, print the handout, and book office hours to walk through one redacted file scenario. No commitment, no pitch.
1. Download the AI Use Policy template.
A complete policy template your office can adopt this week. Nine sections covering data classification, manager review, retention, and a sample staff acknowledgment form. Print it, mark it up, hand it to counsel, and make it yours.
What is in the policy
The Green/Yellow/Red data classification framework, a client-data rule, a wire and account data rule, a manager review requirement, a public AI vs private tools distinction, a retention and file documentation section, and a sample staff acknowledgment form. Available as a readable web page, a downloadable markdown file, and a print-ready PDF (email gate).
Use this as a starting point. Have counsel and management adapt it before adoption.
2. Print the Green/Yellow/Red handout.
The signature teaching piece. Print it on one page and post it where staff can see it. Every officer in the room should be able to apply it by the end of the session.
Yellow
Review required, no private data
Office-internal content. Manager or designated reviewer must check the output. Sanitize first.
Red
Never put in public AI
Client funds, personal identifiers, transaction-specific instructions. This is the line that cannot move.
3. Book office hours.
The practical follow-up to the education session. Three slots, twenty minutes each. Bring one redacted or hypothetical file scenario. We walk through it together and produce a Review record example.
What to bring
A redacted or hypothetical file scenario where your office used an AI tool or faced an AI-generated threat. Remove all party names, file numbers, account numbers, wire instructions, and any other identifiable data before the session. A hypothetical scenario works too.
One file question. One walk-through. The session produces a Review record example — the same shape as a Veto Review record. If the record belongs in your file, the next step is one real file. If it feels like extra paperwork, we kill it. No pressure, no pitch.
Adopt this week.
- Print the Green/Yellow/Red handout and post it where staff can see it.
- Train every staff member on the Green/Yellow/Red zones.
- Designate who reviews Yellow-zone output before it is used.
- Confirm that no Red-zone data has ever gone into a public AI tool.
- Adapt the AI Use Policy template with counsel and management.
- Book office hours to walk through one redacted file scenario.
This is informational education, not CE, CLE, or PD credit-approved unless separately designated by your association. No continuing education credit is offered or implied unless your association designates it.
The office decides. Veto records the review.
EscrowEducator does not pitch, endorse, or recommend any product. The education is vendor-neutral. The doctrine makes the product obvious; the product is never the point of the education.
EscrowEducator is a public-interest education project maintained by Veto. Not an official government or association source. The office decides what to adopt and how.