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Security & compliance Open question — the Lab is working on this

Is it safe to put client PII into Claude Chat, Claude Team, or similar AI tools?

32:35From the May 13 call · Launching the Group: PII, Custom Models, and Scripting vs LLMs

This was raised as an open concern rather than resolved. One participant said she has a Claude team plan but is nervous about entering PII because of warnings she's heard (including from a podcaster) that such advice shouldn't be taken as authoritative, and no clear guidance was given in this part of the discussion on whether/how it's safe to input PII into these tools.

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Is it safe to put client PII into Claude Chat, Claude Team, or similar AI tools? · The AI Lab for Accountants