Migration agent WhatsApp messages and AI data leakage: what a client chat thread gives away in ChatGPT or Claude.
Many migration clients prefer WhatsApp to email, so a week’s chat can hold a passport photo, a payment receipt, a health update and a confidential job search, all typed on a phone between other things. Staff paste the thread into ChatGPT or Claude to summarise it for the file or draft a reply. The Code of Conduct treats electronic communications with a client as part of the client file. This page marks every line in a routine client chat that the Code and the Privacy Act bear on, and shows how the same thread is summarised on Ermos inside the practice.
The WhatsApp thread with a client
Kept as the client messages the practice. Section 56 of the Code requires the client file to include copies of all written communications, including electronic communications, between the agent and the client. Section 53 requires documents belonging to a client to be kept securely.
WhatsApp · +61 400 000 0007 (placeholder)
Joseph Nkemelu1 and Kingfisher Lane Migration
Mon 26 Oct, 7.48am Joseph: Good morning Renata. Sending a photo of my passport and Ngozi’s so you can fill in the form. Mine is P00000002.2 (placeholder)
Mon 26 Oct, 9.05am Renata: Thanks. Please send scans through the secure portal and delete the photos from the chat.
Mon 26 Oct, 9.31am Joseph: Paid the deposit, $1,650, from my CBA account, BSB 000-000, acct 00000000. Receipt attached.4 (placeholders)
Wed 28 Oct, 6.12pm Joseph: Ngozi started chemotherapy on 19 October at Westmead. The oncologist says six months. Does that cause a problem for the visa?3
Wed 28 Oct, 6.40pm Renata: I am sorry to hear it. It can matter for the health requirement, so please do not lodge anything or change your plans until we have talked. I will call you Friday morning.6
Thu 29 Oct, 10.17pm Joseph: Please do not email me at work. Delmar does not know I am looking and my manager reads the shared inbox.5
Fri 30 Oct, 8.02am Renata: Understood, I will only message this number.
Sat 31 Oct, 8.55am Joseph: My 482 ends on 30 January so we do not have much time.8
An invented chat thread. The people and employer do not exist; the phone, passport and bank numbers are placeholders. Hover or tap any highlighted line for the analysis; the full list is below.
What leaves the practice
- 1The client’s name
Named in the chat header. The key that ties every message to one real person. Privacy Act guide.
Frontier Models (ChatGPT, Claude) A name tied to every message, transmitted Ermos Edge Stays on your instance in Australia; leaves only inside a permitted excerpt, per question, to the named provider Ermos Dominion Stays on the unit in your office - 2Passport photos and a passport number
A photo of two passports and a number typed out. Identity documents, and documents the Code requires an agent to keep securely. Privacy Act guide.
Frontier Models (ChatGPT, Claude) Two passports and a number transmitted Ermos Edge Stays on your instance, but the photos already travelled over WhatsApp, so use the secure portal Ermos Dominion Stays on the unit, but the photos already travelled over WhatsApp, so use the secure portal - 3A spouse’s cancer treatment
A diagnosis, a treatment start date, a hospital and a duration. Health information about a third person, and sensitive information where the Privacy Act applies. Patient data guide.
Frontier Models (ChatGPT, Claude) A third person’s cancer treatment transmitted; on consumer tiers it can train future models Ermos Edge Stays on your instance; leaves it only inside a permitted excerpt, so keep this item out of questions that do not need it Ermos Dominion Stays on the unit in your office - 4A payment receipt with bank details
The deposit amount and the client’s bank and account number. Financial information; in this example the bank details are placeholders. Privacy Act guide.
Frontier Models (ChatGPT, Claude) A bank account and a receipt transmitted Ermos Edge Stays on your instance in Australia; leaves only inside a permitted excerpt, per question, to the named provider Ermos Dominion Stays on the unit in your office - 5A confidential job search
That the client is looking for work without telling his employer, and the risk of the shared inbox. Employment information the client shared in confidence. Privacy Act guide.
Frontier Models (ChatGPT, Claude) A confidential job search transmitted Ermos Edge Stays on your instance in Australia; leaves only inside a permitted excerpt, per question, to the named provider Ermos Dominion Stays on the unit in your office - 6The agent’s advice about the health requirement
A caution not to lodge until they talk. The practice’s advice, which the agent must keep on the client file under section 56 and stands behind; a model should not decide it.
Frontier Models (ChatGPT, Claude) The caution is transmitted, and a model should not decide the health requirement Ermos Edge Stays on your instance, but the advice on the health requirement is the agent’s own and cannot be left to a model Ermos Dominion Stays on the unit, but the advice on the health requirement is the agent’s own and cannot be left to a model - 7The client’s phone number
A mobile number in the chat header. Personal information, and the account identifier for the chat. Privacy Act guide.
Frontier Models (ChatGPT, Claude) A phone number and chat identifier transmitted Ermos Edge Stays on your instance in Australia; leaves only inside a permitted excerpt, per question, to the named provider Ermos Dominion Stays on the unit in your office - 8The visa expiry
The date the client’s visa ends. The deadline for the file. Privacy Act guide.
Frontier Models (ChatGPT, Claude) A visa expiry transmitted Ermos Edge Stays on your instance in Australia; leaves only inside a permitted excerpt, per question, to the named provider Ermos Dominion Stays on the unit in your office
What happens in Frontier Models (ChatGPT, Claude)
- The whole document is transmitted to the provider’s servers. On personal plans the user cannot choose where it is stored or processed, and for the major providers that has generally meant outside Australia, under that country’s legal process. Some business plans offer storage in Australia, but the provider still receives the content.
- On consumer tiers, prompts can be retained and used to train future models.
- The provider’s staff and systems can reach the content under the provider’s own policies.
- Once sent, the practice no longer controls it. Retention and deletion happen on the provider’s terms.
The same document on Ermos
Ermos Dominion
The document is drafted on a unit in your office, from your own templates and the client file. Every marked item stays on the unit, which keeps working with the internet switched off. Nothing in it is transmitted to an AI provider, so there is no disclosure to analyse: the confidentiality work is the same as for your file server.
Ermos Edge
Your documents, the index and your access boundaries stay on your own instance in an Australian data centre. When a staff member asks for this draft, only their question and the excerpts they are permitted to see go to a named Australian provider, who is contractually barred from keeping the content or training any model on it. Nothing is processed outside Australia.
| Frontier Models (ChatGPT, Claude) | Ermos Edge | Ermos Dominion | |
|---|---|---|---|
| Where the document is processed | Provider servers, generally offshore on personal plans | Your instance in an Australian data centre; answers generated in Australia | The unit in your office |
| Who can read it | Provider staff and systems, under policy | Your staff, within the boundaries you set. The named Australian provider processes only permitted excerpts, under contract, and keeps nothing | Your staff only |
| Is it kept | On the provider’s terms | Kept on your instance; the provider is barred from retaining it | Stays on the unit |
| Can it train a model | On consumer tiers, yes | No, by contract | Only your own unit learns from it, on your hardware |
Part of AI data leakage in migration practices.
Common questions
Do ChatGPT and Claude use the information in a WhatsApp thread with a client?
Is it safe to paste a WhatsApp thread with a client into ChatGPT or Claude?
What if staff use their own ChatGPT or Claude account for a WhatsApp thread with a client?
How can a migration practice use AI for a WhatsApp thread with a client without sending it to ChatGPT or Claude?
Are WhatsApp messages part of the client file?
Should clients send passports by WhatsApp?
A client asked not to be emailed at work. Does the practice record that?
See Dominion answering from your own documents.
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