Solo Client AI Rules Card

Use with Solo AI Rules for Client Work.

What this is not

Not an employer AI policy, not legal advice, not a substitute for your NDA, and not permission to paste client secrets into consumer tools.

1. Paste bans (hard stops)

• Credentials / keys / access screenshots
• Full contracts or negotiation drafts
• Unpublished financials or deal terms
• Personal data about client’s customers or staff
• Security findings / production architecture
• Anything labeled confidential or covered by NDA

2. Conditionally allowed assists (narrow)

• Contract and client approval checked for the exact tool, tenant/account, purpose, and data class
• Structure, outlines, or grammar on material the approved path permits
• De-identified pattern questions only after re-checking whether context can still identify the client
• Provider retention, training, access controls, and authentication checked for the configured account

3. I still own

• Fee / pricing (no model-dictated rates)
• Scope boundaries and timelines
• Delivery promises in proposals and chat

4. Disclosure habit

• Appreciable AI help disclosed when client/platform/context requires it
• I remain accountable for the deliverable
• AI use, sources, verification, and required human review recorded with the project

5. Escalation triggers (stop prompting)

• Legal enforceability / dispute strategy -> lawyer
• Tax / entity / invoice compliance -> accountant
• Regulated advice domains -> licensed professional
• Skill or capacity gap -> collaborator or client renegotiation

Before each new retainer

• Contract and written client approval cover which exact tools/accounts may touch each data class; notification alone is not permission
• This card reviewed once; pinned next to proposal template