Client Privacy & Rules
Solo AI rules for client work and keeping client secrets out of consumer tools.
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5 min lukemistaSolo AI Rules for Client Work
Before you put a client's brief, draft, or data near a consumer AI tool, write a one-page personal policy card: what you will never paste, what needs client consent, what you still price and scope yourself, and when you escalate to a human specialist. Freelancers do not inherit an employer AI policy - you need your own.
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5 min lukemistaDo Not Paste Client Secrets Into AI
Client NDAs and confidentiality clauses still bind you when you work alone. Pasting briefs, credentials, unpublished figures, or personal data into a consumer AI account shares them with a third party the client never approved. A solo stop-check habit - different from employee workplace-secrets guidance - before every paste.
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5 min lukemistaClient Updates Without Spin
Client status emails are planning inputs, not brand copy. State shipped, blocked, next, and confidence in your own words first; let AI format only. Stop model defaults from turning 'blocked' into 'great progress' on a retainer.
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5 min lukemistaContract and Invoice Literacy - Not Legal Advice
Use AI to paraphrase clauses, list dates and fees, and draft questions about your freelance agreement or invoice fields. Do not ask it what is enforceable, what to charge, or how to win a dispute. Literacy only - professionals for conclusions.
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4 min lukemistaPortfolio Case Evidence, Not Hype
Write case studies from permissioned evidence: problem, constraints, what you delivered, and what you can prove. Do not let AI invent metrics, testimonials, or client logos. A freelance portfolio workflow that treats claims like advertising claims.
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4 min lukemistaPricing Research Literacy - Not Price Dictation
Use AI to organize how you research rates: which sources to compare, which questions to ask peers, which cost inputs to list. Never treat a model output as the price you should charge. Research hygiene for freelancers - not a rate card.
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5 min lukemistaProposal Draft Help You Still Price
Use AI to structure a client proposal - sections, clarity, alternative phrasings - while you alone set fee, scope boundaries, timeline, and acceptance criteria. A workflow that keeps the model away from inventing rates or delivery promises you have not verified.
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5 min lukemistaKeep a Scope Change Log - Not AI Delivery Promises
When a client asks for 'one more thing,' do not let a model invent a cheerful yes and a new deadline. Log the change, impact on fee and timeline, and written acceptance - then use AI only to format the note you already decided.
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5 min lukemistaSolo Week Ops With AI Limits
Plan a freelance week with AI for sorting, reminders, and draft checklists - while you keep priority calls, client promises, and capacity math. A weekly ops loop that refuses to outsource judgment about what fits the calendar.
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5 min lukemistaWhen Solo AI Is Not Enough
A decision framework for freelancers: when to stop prompting and bring in a lawyer, accountant, specialist collaborator, or frank client escalation. AI can draft questions and organize options; it cannot carry professional liability for regulated or high-stakes calls.
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