Free checklist

AI client disclosure checklist for agencies

If a team uses AI in client work, the useful question is not just whether AI is used. Clients need to know what data is protected, what tools are approved, and where humans review outputs.

Start with the five answers clients expect

What AI tools may be used.
What tasks AI may support.
What client data should not be pasted into AI tools by default.
Whether AI outputs are reviewed before delivery.
How clients can request stricter limits.

Use simple data buckets

Green: public or non-sensitive data. Yellow: confidential client data that needs review. Red: secrets, regulated data, legal privilege, medical data, financial data, child data, or credentials.

Keep a vendor register

A vendor register turns vague AI use into a concrete list: tool name, purpose, data category, owner, approval status, and review date. That makes the policy easier to follow and easier to explain.

Shortcut

The AI Client Disclosure Pack includes a client disclosure clause, acceptable-use policy, do-not-paste guide, vendor register, staff acknowledgement, prompt log, FAQ, and risk checklist.

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Scope limit

This guide and the related templates are not legal advice, privacy advice, employment advice, cybersecurity advice, or a guarantee that client AI use is contractually approved.