What to check before using AI in client work

Hannah Granger 5 min read

Before using an AI draft or image with a client, check where its facts came from, what an error would cost, and who approves it.

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You can use AI to prepare an image and still refuse to let it interpret a contract. A wedding planner we interviewed uses it to make ceremony images faster, but keeps supplier contracts for human review. An interior designer uses it to soften an email when she is frustrated. She rejects generated rooms when the dimensions or materials are wrong.

Before you put an AI result in front of a client, decide what you need to check for that particular task.

Across 12 interviews with designers, stylists, and event professionals, people who welcomed one AI task often refused another. Their reasons can help you decide what AI may prepare and what you need to check or decide yourself.

Can you find the source for every client fact?

If you use AI to draft a client recap, compare it with your meeting notes and current decisions. For a follow-up email, open the project history. For a product suggestion, check the actual item, price, and availability. Keep those sources beside the draft before you send it.

A polished recap still needs the right date and decision.

Several interviewees liked drafts based on information they controlled. They were more cautious when the source was hidden or incomplete. If the same supplier appears across several of your projects, a convincing summary could still use the wrong event’s details.

What happens if the answer is wrong?

You can discard a wrong color study. A wrong contract reading could affect what you owe. An email with the wrong event date could reach your client before anyone catches it.

That is why the planner treated images and contracts differently. The designer wanted help with financial administration, but kept control of client messages and work where dimensions or building code mattered.

Before assigning a task to AI, ask who would be affected by an error and whether you could correct it before anyone acts.

Open the source before an AI result commits a client or supplier.

Can you undo it before anyone acts?

You can rewrite an email draft, discard a color study, or rearrange a set of references before showing anyone.

An order, payment, signed term, or client promise is harder to undo. Require a named person to check the source and approve it before the action happens.

You can let AI prepare options while keeping orders and promises with a person on your team.

Does it meet the standard of your work?

If you design interiors, a pleasant image still fails when the perspective, dimensions, material, or furniture angle is wrong. If you style clients, check that a garment image still matches the piece they can buy. If you plan events, check a supplier deadline in its local time zone before you rely on a polished summary of the thread.

Decide what must stay accurate before using the output.

For a render, check measured geometry and selected materials. For a styling lookbook, check color, proportion, source, and price. For an event action list, check the supplier, missing input, real cutoff, and current owner.

Give the reviewer a real check to perform

Many interviewees welcomed drafts and visual edits they could inspect. They were more cautious about an AI system acting on its own.

“Check the email” is too vague. Ask the reviewer to compare every date and commitment with the current event record. If you’re reviewing an image, compare its dimensions, materials, and layout with the approved direction.

The guide to reviewing AI work before a client sees it shows how to assign the source, check, and person who can release each recurring output.

Write down the rule for each task

Write a compact rule for each task you want AI to help with:

TaskGoverning sourceError consequenceReversible?Professional checkApproval before action
Concept color studyApproved direction and source imageLow while exploratoryYesDesigner checks fidelity and useful variationDesigner selects what can be shown
Client recap draftMeeting record and decision logMedium if a decision or date is wrongYes before sendProject lead checks facts and open itemsNamed sender approves release
Supplier contract interpretationCurrent contract and legal adviceHighOften difficultQualified human reviewAuthorized person decides
Product orderApproved specification and current quoteHighSometimes costlyOperations checks item, price, and termsPurchasing owner releases order

Change your rules when real work shows a problem. If AI repeatedly pulls the wrong source, stop using it for that task until you fix the source problem. If a limited edit remains accurate through several projects, simplify your check only after seeing that evidence.

Start with the next client-facing task. Write down its source, the error you need to catch, and the person who approves the result.

Check the source before an AI result reaches a client.

Hannah Granger
Writer, Field Notes

Hannah is endlessly curious about how small businesses actually make their money, hoards secondhand design books, and once spent a whole vacation reverse-engineering a bakery's pricing for fun.

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