# Solo Client AI Rules Card

Use with [Solo AI Rules for Client Work](/articles/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- [ ] Unpublished financials or deal terms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. Allowed assists (narrow)

- [ ] Structure, outlines, grammar on text I wrote
- [ ] Anonymized pattern questions only
- [ ] Tool + tier noted per client if they ask

## 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

## 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

- [ ] Client told (or MSA covers) which tools touch confidential data
- [ ] This card reviewed once; pinned next to proposal template