What most agencies miss about AI use
Could you be breaching a client contract by using AI without realising it? I had an eye opening chat with Ryan and Kay from law firm Hybrid Legal - and realised agencies might be inadvertently exposing themselves to risk.
Here's a 2 min video clip where they share some surprising stories:
Where's the risk?
Ryan and Kay shared a couple of agency examples:
If you’re using an AI notetaker to record meetings it could be storing confidential client data outside the UK/EU - which may be in breach of a confidentiality clause contained in the contract you have with your client (if you don't disclose it).
If your freelance designers/copywriters are using AI (without you knowing), many tools don’t allow users to transfer ownership of generated content - so you may not legally be able to pass those rights on to your client.As Ryan said:
“The issue isn’t whether you should use AI, it’s whether you understand what you’re using and what you’ve agreed to.”
Here are some takeaways and action steps the team shared:
1. Audit your tools
If you don't have a company-wide AI use policy, team members may be using personal AI accounts. Have an open conversation with the whole team about how AI is being used.
2. Check privacy settings and know where data is stored
If data is stored outside the UK/EU, you may be breaching data laws so check the AI tool settings and also check your client contract T&Cs - particularly IP and data privacy clauses.
3. Disclose AI use to clients
Some client contracts require you to get permission before using AI so if you haven't already, have the conversation with clients about their AI policy and yours. Update your contracts with an AI disclosure clause.This chat was packed with useful tips and sound advice. Listen to the episode here.
AI use cases for account management
I ran an in-person workshop for the ambitious, driven consultancy team at award-winning B2B agency Fox Agency. Because their project managers handle delivery, the consultancy team can focus on growing accounts. Here’s what we covered:
How to use AI to research and uncover a potential new thought leadership strategy that aligns with their client's strategic imperatives and the consultancy team's knowledge and experience
How to propose and present ideas and proposals in a more impactful way using behavioural science and complementary AI apps
How to wow your client by building prototype digital tools that support a client’s commercial goals (in minutes and with no coding skills required)
The team left with AI use cases and practical frameworks they could apply immediately -and a fresh toolkit for leading strategic conversations with confidence. See the LinkedIn post here
Want to know how AI can support you in your client management role?Join me in February 2026 for my next cohort of the AI-enabled Account Accelerator™ - a 12-week programme that helps client-facing teams responsible for client retention and account growth act more like advisors than order takers. We cover the strategies, skills and a repeatable playbook to make revenue from existing accounts more predictable - and give your agency a competitive advantage.
