Anonymization, pseudonymization, redaction: which one you need for AI
Three terms that get used interchangeably. What each one does, what it does not, and which fits when you want AI help with client documents.
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Use AI tools with client documents, and keep personal data on your PC.
What to remove from a document before sending it to an AI tool
A checklist of what identifies a client in a document, including the places people forget: signatures, file names, comments, hidden sheets and email headers.
Read articleHow to use ChatGPT, Claude or Gemini with client documents without sharing personal data
A practical routine for getting help from an AI tool on client files: check the tool's data settings, replace identifying details first, and restore them afterward.
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