Free Guide · Foundation & Philosophy
Use Claude With Client Data Without Losing Sleep
Four frameworks and a 30-day plan that let your team use AI on real work while you stay defensible with clients, regulators, and your own conscience.
Someone at your firm is already pasting sensitive information into an AI chatbot. Maybe on a personal account you can't see. A ban won't stop it, and a shrug ends in the meeting where a client asks what happened to their data and you have no answer.
This handbook gives you the complete security playbook in plain business language: the Data Boundary Map for sorting what can and can't go into AI, the Right Door Rule for choosing the account tier that actually protects you, the Permission Ladder for granting agentic access one safe rung at a time, and the Paper Trail Protocol that turns a panicked audit into a ten-minute answer. Plus a week-by-week 30-day rollout plan.
Montalvo Corp builds AI systems for legacy businesses: law firms, medical practices, financial advisors, trades, and churches. our team has audited how these firms actually use AI, and this handbook is built from what works in the real world, not from a compliance textbook.
Inside the guide
Sort every document in your business into Green, Yellow, and Red zones in one lunch meeting
Choose between personal, Team, and API accounts so your data never trains a model
Grant Claude access to files and systems one rung at a time with the two-question test
Build the five documents that satisfy regulators, carriers, and boards in minutes
Roll out a defensible AI policy across your whole team in 30 days
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Go further
The guide is the thinking.
This is the doing.
The AI Advantage Playbook: Turn Claude Into Your Best Employee in 30 Days. Every framework from all 95 guides, distilled into one execution system: the checklists, the prompts, the build order, and the guardrails.
One-time payment. Instant download. Built for operators, not engineers.
Common questions
What is The Security & Privacy Handbook for Claude in Business?
Four easy-to-implement frameworks for running Claude safely in a law firm, medical practice, financial office, or church: what data goes in, which account tier protects you, who gets access, and how you prove it all later. It's a free 12 min guide from Montalvo Corp, available as an instant PDF download.
What will I learn in this guide?
Sort every document in your business into Green, Yellow, and Red zones in one lunch meeting. Choose between personal, Team, and API accounts so your data never trains a model. Grant Claude access to files and systems one rung at a time with the two-question test. Build the five documents that satisfy regulators, carriers, and boards in minutes. Roll out a defensible AI policy across your whole team in 30 days.
Who is this guide for?
Business owners and operators, especially legacy professionals (law, medical, financial, trades, professional services) and faith-based organizations. Difficulty level: Beginner. No technical background required.
How do I get the guide?
Enter your name and email at montalvocorp.com/guides/claude-security-privacy-handbook and the PDF arrives in your inbox immediately, free.
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