Guides

Using AI on private documents, safely

Practical guides for getting AI's help with real paperwork without handing over the private parts.

Can you put client information into ChatGPT? A guide for accountants

Confidentiality rules, Section 7216, what OpenAI keeps, and a firm checklist.

Can lawyers use ChatGPT with client documents?

ABA Formal Opinion 512, the Law Society of Alberta's guidance, and a safe workflow.

Can clinics and therapists use ChatGPT with patient notes?

Which plans can sign a HIPAA BAA, Alberta's HIA expectations, and a safer workflow.