Not all information is equal
A useful operating model separates public information, ordinary internal business context, and truly sensitive material. Those categories should not be handled with the same casualness.
Clients need explicit rules for what can be used, what requires review, and what should never enter an AI workflow without further safeguards.
Human override is not optional
When a workflow matters financially, legally, strategically, or relationally, the human must retain the final decision. AI can assist with formulation, draft generation, organization, and synthesis. It should not silently replace ownership.
Documentation is part of trust
If nobody can explain what the workflow is doing, what it was trained on, what it should never do, and how to override it, then trust has not actually been earned.
A trustworthy system is legible enough that the client can keep operating even if the consultant disappears.