---
title: "Build an inventory of tools that can see client material"
url: "https://ailawframework.com/obligations/confidentiality-and-client-information/build-an-inventory-of-tools-that-can-see-client-material"
type: "task"
site: "AI Law Framework"
id: "A51-A20260923-1"
practice_area: "Confidentiality & client information"
tier: "yellow"
lawyer_review: "required"
last_reviewed: "2026-10-22"
---

# Build an inventory of tools that can see client material

> 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.

Canonical page: https://ailawframework.com/obligations/confidentiality-and-client-information/build-an-inventory-of-tools-that-can-see-client-material  
Last reviewed: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Confidentiality & client information](https://ailawframework.com/obligations/confidentiality-and-client-information.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| 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 / versions | 1 jurisdiction versions below |

## Checking plan

The inventory must include shadow tools the lawyers actually use. A missing translator or grammar tool is still a disclosure path.

- What the AI does: 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 does: Set the scope, verify the evidence, resolve exceptions and approve the final output for its intended use.
- Basis: Suggested checking approach based on the task guidance. Complete the assessment for the actual tool, information and jurisdiction.

## Checks the lawyer makes

1. Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
2. Verify every relied-on citation, figure and name against the source document.
3. The responsible lawyer approves the exact version before use.

## Sources

- [ABA Business Law Today: How to Protect Your Law Firm's Data in the Era of GenAI, December 2024](https://www.americanbar.org/groups/business_law/resources/business-law-today/2024-december/how-protect-law-firm-data-era-gen-ai/) (checked 2026-09-23)

## Forms and precedents for this task

| Form or precedent | Kind | AI level | Summary |
| --- | --- | --- | --- |
| [Protocol before using a self-learning generative AI tool (United States)](https://ailawframework.com/precedents/confidentiality-and-client-information/us-self-learning-gai-confidentiality-protocol.md) | Checklist | Yellow | A check before anyone puts information relating to a representation into a generative AI tool that may learn from inputs or reveal them in later output, including to someone behind an ethical wall. |
| [Inventory of systems that can see client material](https://ailawframework.com/precedents/confidentiality-and-client-information/client-material-systems-inventory.md) | Form | 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.

## Jurisdiction versions

| Jurisdiction | Level |
| --- | --- |
| [United States](https://ailawframework.com/obligations/confidentiality-and-client-information/build-an-inventory-of-tools-that-can-see-client-material/united-states.md) | Yellow |

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*