Do not upload the client
The easiest way to get a helpful answer can be the easiest way to disclose information that was never yours to share.
A professional copies a client's email into an AI assistant to produce a cleaner reply. The immediate goal is helpfulness. The hidden question is whether the information may be sent to that service at all. Convenience does not create permission.
The convenient next step can disclose more than intended. A document's combination of ordinary details may identify a person even after an obvious name has been removed.
A document can identify someone without containing an obvious name. A rare diagnosis, a workplace incident, a location, or several ordinary details combined may reveal more than intended. Removing one field is not always adequate anonymisation.
Before use, check organisational policy, contractual obligations, tool configuration, retention terms, and applicable law. Different services and account types can handle data differently. Do not assume that a product marketed for work is approved for every sensitive workflow.
A generic template can often answer the writing problem without exposing the client. The important professional skill is recognising that efficiency does not create permission to share information someone entrusted to you.
Where appropriate, create a fictional example that preserves the structure of the problem without the person's details. Ask for a generic template, then apply it within an authorised environment. For some tasks, the correct choice is not to use a general-purpose external assistant.
Professional judgment includes deciding what a system should never see. The client trusted a person or an institution, not every service that person finds efficient. A better workflow respects that boundary even when crossing it would make the next paragraph easier to write.