The client, the objective, the scope and the people involved.
A client engagement generates dozens of AI-assisted documents, and every one of them needs the same context: who the client is, what they asked for, and most importantly what is out of scope. Written once, it stops an AI drafting recommendations the client never asked for.
# Client brief ## Client and context A regional group of twelve GP practices, merging their booking systems this year. ## Objective Recommend a single booking approach that reduces missed appointments across all twelve sites. ## In scope - Booking and reminder processes - Staff workload ## Out of scope - Clinical systems - Procurement ## Stakeholders - Operations director: sponsor, cares about cost - Practice managers: care about staff time ## Constraints - Final report by 30 June - No patient-identifiable data leaves the client