Free Guide · Governance, Security & Compliance
Use AI Without Leaking Your Clients' Data
Four simple frameworks that let your team use AI confidently while keeping client, patient, and donor information locked down.
Right now, someone on your team is pasting client information into a free AI tool. Not out of malice, out of efficiency. And every paste could be feeding privileged, protected, or confidential data into a system you don't control and can't recall.
This guide gives you the fix: the Traffic Light Test for deciding what data can go where, the Vendor Interrogation for vetting any AI tool in six questions, Strip Before You Ship for sending less sensitive data in the first place, and the Privacy Perimeter for controls that hold even on sloppy days. Plus a week-by-week 30-day rollout you can run yourself.
Montalvo Corp helps law firms, medical practices, financial advisors, trades, and churches put AI to work without betting the business on it. No jargon, no fear-mongering, just decision rules your team will actually follow.
Inside the guide
Classify any piece of data as green, yellow, or red in two seconds with the Traffic Light Test
Vet any AI vendor with six questions that expose weak data practices before you sign
Strip identifying details from prompts in two minutes so leaks can't hurt anyone
Build a Privacy Perimeter of standing controls: business accounts, training opt-outs, and an AI Register
Roll out the entire system in 30 days with a week-by-week plan and a one-page policy
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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.
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Common questions
What is Data Privacy in AI Systems?
A plain-language playbook for protecting client, patient, and donor data in AI tools. Four named frameworks and a 30-day rollout plan, no IT department required. It's a free 12 min guide from Montalvo Corp, available as an instant PDF download.
What will I learn in this guide?
Classify any piece of data as green, yellow, or red in two seconds with the Traffic Light Test. Vet any AI vendor with six questions that expose weak data practices before you sign. Strip identifying details from prompts in two minutes so leaks can't hurt anyone. Build a Privacy Perimeter of standing controls: business accounts, training opt-outs, and an AI Register. Roll out the entire system in 30 days with a week-by-week plan and a one-page policy.
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/data-privacy-ai and the PDF arrives in your inbox immediately, free.
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