Review a client-facing tool vendor's contract for confidentiality and supervision
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From the vendor agreement, list the clauses on confidentiality, use of prompts to train a model, how long prompts are kept, who may see them, and what happens if the service stops.
- What the lawyer must review
- The lawyer decides whether those clauses can sit with the duty of confidentiality and with supervision of staff and of the tool, and whether the firm or centre can sign.
- Written for / version
- US
Open a jurisdiction version of this task to see which instruments apply: US
Who does what
| Role | What they do |
|---|---|
| Assistance | From the vendor agreement, list the clauses on confidentiality, use of prompts to train a model, how long prompts are kept, who may see them, and what happens if the service stops. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Use the contract, not the sales page.
- Answer, from the contract, whether the provider guarantees confidentiality beyond the terms of service. If it does not say, record that gap.
- Confirm who in the firm may approve use of the tool and how outputs are checked before they reach a user.
- Do not treat a licence fee for the tool as a disbursement to a client unless the costs agreement says so.
Sources
- Queensland Law Society, Guidance Statement No 37: Artificial intelligence in legal practice · 2026-10-22
- Victorian Legal Services Board and Commissioner, Statement on the use of artificial intelligence in Australian legal practice · 2026-10-22
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.