Use AI without leaking your clients' data

AI tools are safe to use if you set them up properly. Here's what to switch on, what to keep out, and what to tell your team.

Jay from The Forge7 min read · 40 min build · $0

Settings, not fear

Most risks come from default settings nobody checked.

The fastest way to get burned by AI is pasting client details into a free tool with default settings.

This recipe covers the settings, the rules and the one-page policy your team needs.

What you get out of it

Saves time

One page, not a manual

Rules your team will actually read.

Saves money

Avoid costly mistakes

A data breach costs far more than setup time.

Makes money

Win trust

Clients ask about AI. Have a good answer.

Grows the business

Use AI with confidence

Know where the lines are.

General guidance only. Check your industry's privacy obligations.

List your tools. Write down every AI tool anyone in the business uses, including free ones.
Check the settings. For each tool, find the data and training settings and switch off training on your data where you can.

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