Guides
Practical answers for firms whose clients expect discretion: what the law asks, what to check, and what to do this week.
Fiduciaries
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Can your staff put client files into ChatGPT? A checklist for fiduciaries
Someone on your team pastes a client's tax return into ChatGPT to save ten minutes. Where does it go, and who answers for it? Swiss law in plain words, and a 10-point checklist for fiduciaries.
Corporate services & registered addresses
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Company setups and registered addresses: since 1 October 2026, the anti-money-laundering act covers advisers
Firms that set up companies, provide registered addresses or run holding companies can now be advisers under the anti-money-laundering act. Who is covered, the 1 December deadline, the new transparency register, and how to sort the files you already hold.
- Beneficial owners across 300 entities: for the transparency register, 60% of 30% is not 18%
- Board minutes, circular resolutions and the entity calendar: a resolution by email needs no signature, the minutes need two
- Side letters, investor onboarding and capital calls: one file per investor, and the 90 days a missing tax form allows
- Trusts and foundations: does the deed allow it? Checking each distribution against the deed before the trustee resolves
- What changed in the commercial register today? Matching each day's gazette notices to your entities
- Sorting the shared inbox: an AI that reads info@ first, on servers in Switzerland
- Blacking out names: redacting documents with an AI that stays in Switzerland
- Receipts into accounting entries: an AI that reads them on servers in Switzerland
Law firms & notaries
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Can a law firm put client files into ChatGPT? Professional secrecy and AI
A lawyer pastes a draft submission into ChatGPT to tighten the wording. Is that a breach of professional secrecy? What the Criminal Code and the Lawyers Act say, in plain words, and a checklist for law firms and notaries.
Medical practices
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Can a medical practice put patient data into ChatGPT? A checklist for practices and clinics
A doctor turns consultation notes into a referral letter with an AI tool. Is that allowed with patient data? Medical secrecy and data protection in plain words, and a checklist for practices and clinics.
Property managers
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Can a property manager put tenant files into ChatGPT? A checklist for property management
Rental applications, debt collection extracts, rent arrears: what data protection law lets a property manager put into AI tools, in plain words, with a checklist.
Wealth managers & trustees
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Can a wealth manager put client data into ChatGPT? Professional secrecy under the Financial Institutions Act
Portfolio managers and trustees are bound by a professional secrecy that punishes even negligence. What that means for AI tools, in plain words, and a checklist for wealth managers and trustees.
Industry
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AI on the shop floor without internet: answers from your manuals and repair reports, on a server in the plant
An AI that answers technicians' questions from machine manuals, maintenance logs and repair reports, citing the page, on a server in the plant that works without an internet connection. What it answers well, what a technician still checks, and how to test it on your own machines.
Communes & public offices
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Citizen questions in three languages: an AI that drafts answers from your commune's own texts, on servers in Switzerland
An AI that drafts answers to citizens' questions from your regulations, forms and notices, in French, German, Italian or English, on servers in Switzerland. What it answers well, what a clerk still checks, and how to test it on last month's questions.
Archives & libraries
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Old handwriting and recorded voices: an AI that makes your archives searchable, on servers in Switzerland
An AI that transcribes old handwriting and recorded interviews so your collections can be searched by word, on servers in Switzerland. What it reads well, what an archivist still checks, and how to test it on your own scans and recordings.
Construction & architecture
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Tender documents: an AI that lists every requirement and checks your bid, on servers in Switzerland
An AI that reads tender documents, lists every requirement, document and deadline, and checks your bid against them, on servers in Switzerland. What it finds, what the team still decides, and how to test it on tenders you've already answered.
Any firm
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AI meeting notes: can you record your clients?
An AI note-taker joins the video call and sends a neat summary. Did everyone agree to be recorded? What Swiss law says about recording calls, in plain words, with a checklist for any firm.
- Where AI saves time without touching client data
- Ask your own files: a private AI search for your firm's documents
- Confidential translation: client documents translated without leaving Switzerland
- Dictation and transcription in Switzerland: reports and minutes without the audio going abroad
- Sorting the shared inbox: an AI that reads info@ first, on servers in Switzerland
- Blacking out names: redacting documents with an AI that stays in Switzerland
- Where to run private AI in Switzerland: Swiss GPU clouds, shared models and your own servers
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What happens in 15 minutes
- 0–5 min
Your situation
What AI should do for you, and what it must never see.
- 5–10 min
What's possible
Which tasks can run privately, roughly what it costs, and what should stay human.
- 10–15 min
The next step
A test on your own documents, an assessment, or nothing yet.
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