01
Inventory every AI tool
Document providers, owners, approved information, review dates, and conditions in one searchable register.
AI-use documentation for small agencies
Prove your team’s AI use is controlled.
Inventory AI tools, establish employee rules, document human review, and give clients a professional Trust Pack—without building a compliance department.
14-day trial · No compliance department required · Cancel anytime
What agency owners can expect
Built for small service firms
Initial setup in about 30 minutes
You approve every recommendation
No invented facts or certification claims
From scattered to defensible
AI adoption happened before the policy did.
TrustDesk turns informal rules, spreadsheets, and unanswered client questions into one living operating record.
02
Set practical rules
Build an agency-specific AI-use policy and connect approved tools to real team workflows.
03
Prepare client-facing proof
Generate a branded Trust Pack that explains approvals, human review, training, and incident processes.
The client-ready outcome
One Trust Pack. Clear answers for every client conversation.
Explain how tools are approved, how client information is handled, when human review is required, and how employees are trained.
Branded PDF and private share link
Owner-selected tools and disclosures
Version, review date, and revocable access
Straightforward pricing
Choose the process your agency needs now.
Every plan includes a 14-day free trial. Annual plans provide approximately two months free.
Starter
For small agencies establishing the essentials.
$79 / month
- Up to 10 team members
- AI-tool and use-case registers
- Basic policy builder
- Employee acknowledgement
- One annual Trust Pack
Best for growing agencies
Team
For growing teams that need an active operating process.
$199 / month
- Up to 50 team members
- Everything in Starter
- Vendor and incident reviews
- Training and quizzes
- Branded Trust Pack and reminders
Agency Trust
For agencies answering frequent client questions.
$299 / month
- Up to 100 team members
- Everything in Team
- Private client trust page
- Questionnaire assistant
- Multiple Trust Pack versions
Common questions
Practical software, careful claims.
Be ready when a client asks about AI.
Build your inventory, establish clear rules, and prepare a credible answer before the next questionnaire arrives.
TrustDesk provides organizational templates and workflow tools. It does not provide legal advice or guarantee compliance with any law, contract, standard, or regulation.