Condo/HOA Board AI Policy Checklist

Condominium and HOA boards are starting to use AI tools for emails, notices, policy drafts, meeting materials, and document summaries. The legal issue is no longer whether AI will be used. It is whether your board is using it with proper guardrails.

This checklist helps boards and property managers address confidentiality, owner privacy, attorney-client privilege, human review, and governance oversight before AI use creates avoidable risk.

AI can be a useful board tool. It can also create unnecessary legal risk.

Associations that adopt simple, practical guardrails now will be in a stronger position than boards that wait until a bad prompt, owner dispute, or confidentiality issue forces the conversation.

Get the AI Policy Checklist.

A practical, attorney-drafted checklist your board can use today. No email required — click below for immediate PDF access.

Want a Policy Written for Your Community?

The checklist on this page is designed to help boards start thinking about the issues.

But every association should have a policy tailored to its governing documents, management structure, and legal obligations.

We regularly assist condominium and HOA boards with:

• governance policies
• rule enforcement procedures
• document modernization
• board governance guidance
• and emerging issues involving artificial intelligence and technology use

If your board would like a custom AI policy prepared for your association, contact our office to schedule a consultation. We are happy to help.