7. AI-generated content
Some features of the Services use artificial intelligence to draft documents, summarize records, classify items, recommend actions, and prepare work for approval ('AI Output'). AI Output is generated assistance, not professional advice: it is provided as a draft or recommendation that requires review and approval by a qualified person in your organization before it is used or relied on. AI systems can produce output that is incomplete, out of date, or incorrect.
You are responsible for reviewing AI Output before acting on it. In particular, deadlines, limitation periods, regulatory dates, financial figures, and compliance determinations suggested by AI features must be independently verified by qualified staff before your organization relies on them. To the maximum extent permitted by law, we are not liable for decisions made, actions taken, or filings submitted on the basis of AI Output that has not been reviewed and approved by your organization.
By design, AI features on the platform do not autonomously move money, release trust funds, submit FINTRAC or other regulatory filings, approve compliance exceptions, or delete regulated records — consequential AI actions are routed to a human approval step, and AI activity is recorded in an audit ledger. These product controls do not transfer your organization's professional and regulatory responsibilities to us.