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Use AI in your business without risking client data

AI saves your business real time, but your clients' data isn't yours to risk. Here's how to keep the speed without the slip-ups: check before you paste, pick a plan with proper data protections, and give your team a simple set of rules to follow.

Before client work

Three checks before AI touches client work

Free and instant, so the speed never comes at the cost of a client's trust.

Client data and NDAs

A client list, a signed contract, a candidate's CV: pasting any of these into a consumer AI account can put you in breach of a confidentiality agreement before you've even read the reply. The fix is straightforward. Anonymize first, or check what your AI's terms actually allow for that kind of data.

Team plans vs consumer plans

The real difference isn't the price. It's what comes with it. Business tiers typically exclude your data from training by default and include a DPA (data processing agreement), the document GDPR expects when client data is involved. Consumer accounts offer neither. Whether the upgrade makes sense for your team is a numbers question.

Write a simple AI policy

One page is enough: which tools are approved, what must never be pasted, which account to use, and who to ask when in doubt. Without it, your team uses AI anyway, just quietly, on personal accounts. That's shadow AI, and it's the riskier version of the same habit. Note: this is educational guidance, not legal advice. For contracts and compliance, talk to a professional.

The business words, explained simply

DPA, shadow AI, enterprise tier: the terms that come up in vendor contracts and team meetings, each one explained in plain language:

Browse the whole glossary →