Clear Path step · Business · Your industry's rules and risks

Match your AI use to what each client allows

Set onceAbout 60 minNextWith your team

Why it matters: Client contracts can limit AI use or require you to disclose it. Breaching them is a business risk even when no data leaks.

On your path if you picked “Professional services” for “What's your industry?”.

Do it

  1. Review client contracts for AI, confidentiality and data-processing clauses.
  2. Tag restricted clients so staff know before they use AI on their work.
  3. Use only approved business AI accounts on client work.
  4. Add an AI disclosure line to proposals where appropriate.

Check it worked: You know which clients restrict AI use on their data, your AI rule reflects it, and you disclose AI use where contracts require.

Simply put

It's like knowing which clients ask you not to subcontract their work. Some contracts limit AI use or require you to disclose it, so tagging those clients keeps staff from breaking a promise by accident.

In detail

This is the same rule as b-ai-rule, made client-specific: green, yellow and red can differ per client.

Points toward the Long View: using AI only in the ways each client's contract allows.

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