Practical language

Telling your client

Short, copy-ready language for saying your deliverables are protected — in a contract, in the cover email, and in the moment a client asks. Protection covers your methodology and your drafts. It is a professional norm, not an apology.

5 min read Updated 22 August 2026
The short version

Say it once, early, and plainly. Put one line in your terms, one line in the delivery email, and keep a plain copy ready for anyone who needs to translate, search or run the document through accessibility tooling. Frame it as how you deliver methodology and drafts — the way a designer watermarks comps — and it reads as professionalism, not suspicion.

Why tell them at all

Sample contract clause

A starting point for your engagement letter or terms. Keep the spirit — visible content unchanged, protection not to be removed, reuse of methodology out of scope, plain copy on request — and let your lawyer fit the words to your jurisdiction and your existing IP and licence terms.

engagement-terms.docx

Protected deliverables. Drafts, working documents and deliverables may be supplied in a protected format that leaves their visible content unchanged but makes them harder for automated tools, including artificial-intelligence systems, to extract or reproduce. Client will not remove or circumvent such protection. Client will not use the deliverables, or any part of them, to train, fine-tune or prompt an artificial-intelligence system for the purpose of reproducing, generalising or reusing [Consultant]'s methodology, frameworks or work product beyond the scope licensed in this agreement. On request, [Consultant] will supply an unprotected copy of any deliverable for accessibility, translation or search purposes, on the same licence terms.

If a client pushes back, a narrower variant that protects only the method usually lands well: “Client may use AI tools to read and summarise deliverables for internal purposes; the restriction applies to reproducing or reusing Consultant's methodology beyond the licensed scope.” More options, and what each line is for, in the AI-clause guide.

Sample email line

One paragraph in the delivery email. Warm, brief, and it offers the plain copy up front.

delivery-email.txt

One note on the attached: I deliver drafts and working files with light protection that makes them harder for AI tools to lift from. It doesn't change anything you see — the document reads exactly as written — and it's standard for my methodology and drafts. If you ever need a plain copy for translation, search or accessibility tools, just say and I'll send one straight over.

For a signature or a footer, the one-line version:

signature.txt

Drafts and methodology documents are delivered with light protection against automated and AI extraction. Plain copies available on request.

When a client asks “what is this?”

Three sentences, no jargon:

“It's a protected copy — what you see is exactly what I wrote, nothing is changed or removed. It just adds hidden text that makes the file a messy read for AI tools if it gets uploaded somewhere, which is how I treat my drafts and methodology. If you need a plain copy for anything, say the word.”

If they turned on formatting marks and found the decoys, say so plainly: “Yes, that's the protection — it's hidden text, not secret text. Here's a plain copy if it's in your way.”

When to just send an uncloaked copy

The protection is for hand-offs where the risk is reuse. It is the wrong tool when:

A useful default: cloak drafts, proposals and methodology; offer both versions of finals. It costs one extra click and it turns the whole conversation into a service you provide rather than a restriction you impose.

What to frame as protected

  1. Methodology — frameworks, step-by-step approaches, scoring models, the appendix that explains how.
  2. Drafts — every round before the final; they travel the furthest and get the least care.
  3. Proposals and scopes sent before a contract exists — the riskiest document you send.
  4. Samples and templates shared with prospects.
Honest limits

What the disclosure can and can't do

  • Cloaking is a deterrent against casual AI ingestion of the file. Copy-paste, screenshots and PDF export bypass it; a determined person gets your text.
  • The disclosure sets expectations; the contract sets rights. Neither turns the file into a vault, and we never say they do.
  • Don't use protection to hide things from the client. The visible document is the deliverable; the decoys are for machines.
  • The clause above is a starting point for a lawyer, not legal advice.

Questions clients (and consultants) ask

Not if you frame it as a norm rather than a reaction. Said once, early and plainly — alongside an offer of a plain copy whenever they need one — it reads like watermarking a design comp or locking a spreadsheet's formulas: a sign you take your work seriously, not a sign you suspect them.

If your contract allows it, yes. Cloaking makes a file upload a noisy read; it does not stop copy-paste, and it is not meant to police ordinary reading. The clause on this page is about reproducing or reusing your methodology beyond the licensed scope, not about banning AI from the building.

No. The disclosure sets expectations; the contract sets rights; the cloaking raises the cost of casual AI reuse. Use all three. Cloaking is a deterrent, not a guarantee, and never a substitute for the paper.

Yes — it opens and edits like any Word document; the visible text is exactly what you wrote. The hidden decoys travel with the file. If they need to hand the document to a translation, search or accessibility tool, send them an uncloaked copy instead.