Explain the Proposed AI Use to Your Client
Prepare a clear discussion of the task, material, review and choices before ordinary drafting work begins
Independent professionals preparing a client discussion about limited AI assistance in ordinary nonconsequential work
Topics include “Name the particular task before describing the technology”; “Make the material and service questions visible”; “Explain what the human review actually checks”.
Includes 6 practical chapters, an illustrative case, two printable worksheets, an action plan, and linked sources.
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Inside this guide
- Name the particular task before describing the technology
- Make the material and service questions visible
- Explain what the human review actually checks
- Offer a real discussion of choices and constraints
- Write a discussion note that survives being forwarded
- Revisit the explanation when the proposed use changes
A little reading to begin with
A SAMPLE FROM CHAPTER ONEBegin with an ordinary piece of work that has a clear boundary. Preparing alternative headings for a draft report is narrower than producing the client's strategy. Describe the input, the proposed assistance and the result a person will inspect. Use a task the client can recognise from the engagement discussion. Do not start with a list of impressive tool names or a claim that automation makes the whole service better.
Separate proposed assistance from activities that stay outside the proposal. A drafting aid does not approve the report, choose the client's business action or confirm the truth of new information. If the task actually involves consequential decisions, regulated advice or personal assessments, stop this exercise and use the appropriate professional process. A narrow description should reflect the real intention, rather than hiding a broader use behind a small example.
Write one paragraph that explains the proposed step in the sequence of work. For example, invented sample material might help explore headings before the professional prepares an original outline. Name what the person does before and after that step. If you cannot explain where the assistance begins and ends, the proposal is still too vague for an informed discussion. The practical benefit of this boundary is a shared object to examine: the client can ask about that particular activity instead of agreeing to a broad technology label whose meaning may change later.
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