# Solo Escalation Decision Card

Use with [When Solo AI Is Not Enough](/articles/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

```text
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