Consulting drafts leave out anything the AI would otherwise have to make up. Where a proposal or report needs a fee, a rate, a date, your credentials, a case study, or a client name you did not supply, the draft shows a bracketed placeholder such as [FEE], [DATE], [CASE STUDY], or [CONSULTANT CREDENTIALS].
What to do
- Search the draft for [ and replace every placeholder before you send it.
- To fill them automatically next time, add the details to the engagement under Open an engagement. Requests made under an engagement carry its client, objectives, timeline, and house style.
- Every export carries the note “AI-assisted draft. Review facts, placeholders, fees, and client-specific claims before sending.”
The AI makes no legal, tax, accounting, investment, employment-law, engineering, or safety determinations. It flags those questions for a qualified professional.
Last updated October 12, 2026