Law firms · Pittsburgh

Confidentiality and AI tools: questions for law firms

Lawyers have duties around client information. Before adopting any AI tool, get clear answers about where data goes.

Questions for any vendor

  • Where is data processed and stored?
  • Is it used to train models?
  • Who at the vendor can access it?
  • How long is it retained and how is it deleted?
  • What happens after a breach?

Limit what goes in

Use the least data needed. Intake tools rarely need full case facts.

Written terms

Get data handling terms in writing and have your counsel review them. Rules vary by state, so check your bar's guidance.

Keep humans responsible

AI output should be reviewed by a person before it affects a client. See human-in-the-loop AI. This is general information, not legal advice.

Common questions

Can a firm use AI at all?

Many do, with care. Follow your bar's guidance and your clients' expectations.

Should clients be told?

Check your rules and engagement terms.

Want to talk it through?

Tell us what you are dealing with. We will give you a straight answer on whether automation is worth it for your business.