You can learn a great deal about an AI-assisted workflow before involving real client information. Start by describing the task, rather than sharing the file.
Build a fictional example
For a follow-up email, use a completely invented client and situation. For an internal checklist, describe a general process. For a document structure, begin with headings and public information you are permitted to use.
Removing a name from an actual record may leave other details that reveal the person or situation. A fully fictional example is a clearer starting point for early learning.
Evaluate the work, not just the wording
Ask whether the output is useful, accurate, complete, and appropriate. Note what a professional still needs to verify and what context the tool does not understand.
A useful test does not authorize live-data use
Before considering confidential or regulated information, your practice needs to evaluate the specific service, contract, settings, access controls, permitted uses, and applicable responsibilities with appropriate professional input.
The Catalyst assessment uses workflow descriptions and non-confidential scenarios. It is designed to support clearer decisions without requiring live client records.