Solo Escalation Decision Card
Use with When Solo AI Is Not Enough.
What this is not
Not legal, tax, or medical advice. Not a substitute for professional insurance or counsel. AI prepares handoffs; it does not carry the credential.
Escalate when
| Trigger | Route |
|---|---|
| Rights, enforceability, dispute strategy | Lawyer |
| Tax, entity, invoice/tax compliance | Accountant |
| Licensed / regulated advice domain | Licensed professional |
| Sold skill I do not have at promised quality | Collaborator / subcontractor |
| Capacity breach | Client renegotiation or decline |
| Public claim I cannot evidence | Verify or cut claim |
| Would require pasting client secrets into an indefensible tool | Stop; ask client for approved path |
Before crisis
- Lawyer contact for fixed-fee review identified
- Accountant contact identified
- Overflow collaborator for skill X identified
- Escalation triggers written on solo AI rules card
Safe handoff prompt
I am preparing questions for a [lawyer/accountant/collaborator].
From these notes, produce clarifying questions only.
Do not answer the legal, tax, or technical questions yourself.
Notes: [redacted]
Do not
- Accept AI legal/tax conclusions
- Automate scope acceptance from email
- Publish AI-invented portfolio metrics
- Treat chatbot output as the fee I should charge