My client notes keep mixing together in the AI

I start the day with three client threads open and a list of updates I need to send before lunch. The first job is simple: turn yesterday's notes into a client summary. I open the AI tool, ask for a draft, and it gives me something polished enough to use. That part is the win. I can see the shape of the update in seconds.

Then I notice two details that do not belong to this client. One is from an older campaign, and one sounds like another account altogether. I stop trusting the draft and start checking every line against my notes. The time I saved disappears into source checking.

By lunchtime I have switched clients twice. In one chat, the AI needs the whole project history again. In another, it seems too confident about a decision I cannot find in the source notes. I keep a spreadsheet of client chats and project links, but it only works when I remember to update it, and I do not always have that luxury between meetings.

The awkward part is not just the lost time. It is the feeling that I could paste the wrong detail into a client email if I move too fast. I start using AI less for client-facing work, even though it clearly helps when the context is right.

What I want is a simple client-safe routine: pick the client, load the right facts, block the wrong ones, ask the AI for the draft, and run a quick wrong-client check before anything leaves my desk.