Build an inventory of tools that can see client material
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From the firm's subscriptions, browser extensions and approved-tool list, produce an inventory of systems that can access client files, with current terms linked.
- What the lawyer must review
- Include shadow tools the lawyers actually use
- Check translators and grammar tools: each is still a disclosure path
- 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 firm's subscriptions, browser extensions and approved-tool list, produce an inventory of systems that can access client files, with current terms linked. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Verify every relied-on citation, figure and name against the source document.
- The responsible lawyer approves the exact version before use.
Forms and precedents for this task
| Form or precedent | Kind | AI use | Summary |
|---|---|---|---|
| Inventory of systems that can see client material | Form | AI use Yellow | Inventory of every system that can see client material, including practice software, email, portals and AI tools, with access, location, training use and whether it is approved. |
Signed-in accounts can read the full text of each one. All precedents.
Sources
- ABA Business Law Today: How to Protect Your Law Firm's Data in the Era of GenAI, December 2024 · 2026-09-23
Confirm the required checking with the responsible lawyer before work starts. The checking approach does not establish permission to use AI.