AI memory checklist: what should I check before my AI remembers a client?
By Gary Dhanda · 11 November 2026 · 2 min read
Short answer
Check six things: which tool and plan, what goes in, what stays out, who can see it, how it is removed and when it is reviewed. If you cannot answer one of them we would wait before storing client information.
1. Which tool and plan
Name the tool and the exact plan. Business plans and personal plans can treat your data differently, as we set out in our guide on client data in AI tools.
2. What goes in
Write a short list of what the memory is for: how you work, your services, your templates. Anything outside the list needs a reason.
3. What stays out
Write the list of what stays out. For most firms that is client personal details, health and financial information and passwords or keys.
4. Who can see it
Find out whether the memory belongs to one person's account or to a shared project and who else can read it. Check the tool's admin settings and write down what you find, with the date.
5. How it is removed
Find the screen where memories are listed and deleted before you need it. If a client asks you to delete their information, you need to know where it is.
6. When it is reviewed
Put a date in the diary and name the person. A memory nobody reads goes out of date quietly.
Where this leaves you
Six answers on one page. Keep the page with your AI policy and see our guide on what goes in an AI policy.
This is a general guide, not legal advice. If you would like help working through the six checks, get in touch through our Contact page.