Trust and data safety
Is it safe to put client information into an AI tool?
Putting client information into an AI tool can be safe, on the right plan and within your contracts. 3 things decide it: whether the vendor trains on your content, how long it keeps it, and whether your client agreements allow it. On a personal account with default settings, the safe answer for client information is no.
Why people ask
Being the person who put a client’s confidential information somewhere it should not have gone.
The longer answer
Start with the contract, not the tool. Some client agreements forbid sharing their information with any third party, and an AI vendor is a third party. If the contract says no, the plan doesn’t matter.
Then check the plan. A business plan normally comes with a data agreement, admin controls and a commitment not to train on your content. A personal plan normally comes with none of those.
- Never: passwords, keys and credentials, on any plan.
- Only on an approved plan: client names, financial details, anything a contract covers.
- Usually fine: your own drafts, public information, and questions with the identifying details removed.
Write those 3 lines down and you have the core of an AI use policy.
Where AI falls short
This question is one people search for. It follows from the themes in our field questions log, and the answer is ours.
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