Free for surveying practices

Your RICS AI paperwork, filled in from the AI tools you already use

Since 9 March 2026, RICS regulated practices using AI that shapes client work need the paperwork to back it up. That means an AI policy, an AI register, a risk register reviewed every quarter, supplier checks and new wording in your terms. List the AI tools your team uses and you get a first draft of all of it, in your own branding, as Word and Excel files.

If RICS asked to see your AI records tomorrow, what would you send?

Build your pack

Free. No account. The pack is built in your browser.

What's in the pack

Each document maps to a section of the RICS professional standard Responsible use of artificial intelligence in surveying practice (1st edition, effective 9 March 2026). It's all written in plain words, not copied from the standard.

Document	RICS section	Format
AI policy: who does what, which tools are allowed and for what, data rules, human checks, training and reviews	3.2, 3.1	Word, PDF
Materiality record (which AI uses shape the service, and why) and conflict log	1.2	Word
Appropriateness assessment against all seven factors, one per AI tool	3.2	Word, Excel
AI register: tool, purpose, first used, next review, owner	3.2	Excel
Risk register with the four named risks filled in, RAG ratings and a quarterly review log	3.3	Excel
Supplier due diligence letter with the six questions, one per tool, and a record of the answers	4.1	Word, Excel
Reliability record for each AI output you rely on, and a dip-sample log	4.2	Word, Excel
Letter to a client when an AI output wasn't fit to use	4.2	Word
Client AI notice and a terms of engagement clause covering the six items	4.3	Word
Explainability fact sheet for clients who ask	4.4	Word
Staff training and policy sign-off log	3.1, 2	Excel
Calendar reminders for the quarterly risk review and yearly training	3.3, 3.1	Calendar file
Front sheet: who owns what, next review dates, risk scores and open actions	3.2, 3.3	Excel

Section 5 of the standard covers practices that build their own AI. It isn't in this pack.

Build your pack

Most of it is tick boxes. Anything you leave blank shows up in amber in the documents, so you can see what still needs filling in.

1. Your branding

Add your website and the documents pick up your logo and colours. You can skip this and add it later.

2. What your team uses AI for

Tick what your surveyors use AI for and edit the wording so it describes how you actually work. It goes into the policy and the materiality record.

3. The AI tools your team uses

One row per tool. Each one gets its own line in the registers, its own assessment and its own supplier letter. Add the common ones with a click:

The AI button sends only the tool names and what they're used for, to write plain descriptions and tool-specific risks. The pack builds fine without it.

4. Your practice

Practice name Regulated by RICS? How many people Pack start date

Services you provide

Quantity surveying and cost consultancy Building surveying Project management and employer's agent Party wall Monitoring surveyor Dilapidations Residential surveys Valuation

5. Who owns AI

Name of the person responsible for AI Their role How staff are trained Review each AI tool every Can clients opt out of AI? Complaints contact (optional)

What your PI insurer says about AI (optional)

You'll be asked for a work email once.

Questions

We only use ChatGPT for emails. Does this apply to us?

Probably less of it. The full rules bite where an AI output could shape what the client gets, like a lease summary you rely on in a report. Tidying up an internal email usually doesn't count. The materiality record in the pack is where you write down which uses meet that test and why, so you can show you thought about it.

Is this approved by RICS?

No. It's a starting pack written in plain words and mapped to the sections of the standard. Your practice still has to adopt it, fill in the amber gaps and review it.

Where does what I type go?

The documents are built in your browser, and your answers are saved on this device only. Three things do leave it. Your website address, so we can fetch your logo and colours. Your work email and practice name, for the daily limit and so we can follow up. And if you press the optional AI button, the tool names and what they're used for go to our AI provider to write the descriptions.

What do I still have to do once I've downloaded it?

Fill in the amber gaps, send each supplier letter and record the answers, rate the four risks with your directors, add the AI clause to your terms of engagement and get everyone to sign the policy. Then open the calendar file so the quarterly risk review doesn't slip.

What happens when I come back next quarter?

The page remembers your answers on this device and opens on the quarterly review. Log who reviewed it and what changed, add or retire tools, rate the risks and record any dip samples or reliability checks. You get the registers back with the review filled in, and a fresh calendar file.

Does it cover terms of engagement and fee proposals?

The pack gives you the AI clause for your terms. For the full fee proposal, scope of services and terms in your branding, use the free Instruction Pack for surveyors.

Does it cost anything?

No. No account, no card, and every document downloads in full.

The paperwork is the easy part

Getting your surveyors using AI properly, inside these rules, on real instructions, is where the time goes.

Need the fee proposal and terms too?

Fee proposal, scope of services and terms of engagement with the RICS AI clauses built in, branded to your practice.

Build an instruction pack

Want your team trained?

Training on your own work: what AI can be trusted with, how to check it, and how to stay inside your policy.

See how training works

Not sure AI pays back for you?

Find out where AI would save your surveyors time, what it would cost and whether the numbers stack, before you spend a penny on it.

Is AI worth it for your practice?