AI is safe for most business work — but don't paste in anything you wouldn't share outside your business. What's low-risk, what to keep out, and how to protect customer data.

A good intake form collects exactly what you need and nothing you don't. What to include — contact, needs, job details, terms — and how to handle client data responsibly.

AI is a great assistant, but some things it should never touch — confidential data, final legal/financial calls, unchecked facts, and fake reviews. The lines to hold, and why.