Check whether a public legal tool sends a user's facts to an open model

Key facts

Human involvement
YellowClose supervision
How AI is used
From the vendor terms, the privacy settings and a sample of what a user can type, list what text leaves the firm or centre and whether an open tool may retain it or use it to train a model.
What the lawyer must review
The lawyer decides whether any of that text could be confidential, including for a person who is not yet a client, and whether the tool must be closed, restricted, or limited to a controlled environment.
Written for / version
US

Open a jurisdiction version of this task to see which instruments apply: US

Who does what

Who does what
RoleWhat they do
AssistanceFrom the vendor terms, the privacy settings and a sample of what a user can type, list what text leaves the firm or centre and whether an open tool may retain it or use it to train a model.
LawyerSet the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output.

Checklist

  1. Read the current vendor terms on retention, training and who can see prompts. Do not rely on a marketing page.
  2. Confirm the record distinguishes an open tool from a closed tool with contractual controls.
  3. Check that a user cannot paste documents obtained under compulsion unless the lawyer has dealt with that separately.
  4. Record the lawyer's decision before the tool is offered.

Sources

These are suggested working checks. Confirm the required checking with the responsible lawyer before work starts; the checking approach does not establish permission to use AI.

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