Responsible AI Policy

Crawford McMillan Responsible AI Policy

Updated: August 2025

Overview

At Crawford McMillan, we use technology to work smarter and faster while never compromising security or trust. Artificial Intelligence (AI) is one of the tools we use — but it is never a replacement for human expertise, and your data is never at risk.

How We Use AI

Internal Efficiency Only

We use AI to handle background tasks such as generating code snippets, drafting documentation, or improving workflows. These applications reduce time spent on repetitive work, allowing our consultants to focus more deeply on strategy, insight, and outcomes.

Never on Client Data

Your proprietary information is never fed into AI systems. All work on your data is conducted within your own platforms and environments. Data never leaves your systems, is never uploaded, and is never mixed across clients.

Human Oversight Always

Every deliverable is reviewed, validated, and shaped by our consultants. AI supports efficiency, but the insights, interpretations, and recommendations you receive are entirely human-led.

How We Do Not Use AI

• We do not remove, upload, or transfer client data to external AI platforms.

• We do not allow AI to make decisions or produce deliverables without expert review.

• We do not cross-use or blend data from different clients.
  
  

Why This Matters

Security First
Our process is designed for the standards expected by private equity firms, financial institutions, and organizations with the highest compliance requirements.

Better Value

AI takes care of repetitive work, so our consultants spend more time interpreting your data and connecting it to business outcomes — the work that truly drives value.

Responsible Innovation
AI adoption is growing across every major consulting and investment firm. Our difference lies in applying it responsibly: transparently, with safeguards, and never at the expense of data security.

Our Commitment

Crawford McMillan is committed to applying AI responsibly, transparently, and with strict standards of data protection.

Your data remains secure. Your insights are human-led. Your outcomes are never left to machines.