Short answer: Decide when your client should know that AI assisted a deliverable or workflow. Start by making the decision explicit, naming the accountable person and keeping sensitive information out of unapproved tools.
What this helps you decide
Copy this operational checklist for a repeatable team decision. The useful outcome is not a generic statement; it is a documented rule that someone on the team can apply to the next real task.
Practical steps
- Assign one owner for the check.
- Record the tool, workflow and data involved.
- Capture the approval, exception or escalation outcome.
- Set a review date if the workflow continues.
Keep the boundary clear
AI can assist with drafts, summaries and structured thinking. It should not quietly become the final decision-maker for matters involving people, confidential information, legal commitments, finance, eligibility, employment or public claims. Escalate when the impact or data sensitivity increases.
Related resources
Updated 2026-08-29. Educational resource only. Adapt with the appropriate owner or adviser for your context.