Compare a provider's terms on storage, training and subprocessors
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Extract retention, training-on-customer-data, subprocessor and deletion terms into a table against the confidentiality questions in the professional guidance.
- What the lawyer must review
- Read the current terms, not a summary
- Record the version and date relied on: terms change
- Do not upload if storage, reuse or sharing is unclear
- 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 | Extract retention, training-on-customer-data, subprocessor and deletion terms into a table against the confidentiality questions in the professional guidance. |
| 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 |
|---|---|---|---|
| Comparison of a provider's terms on storage, training and subprocessors | Checklist | AI use Yellow | Side-by-side comparison of two providers' contracts on where material is stored, whether it is used to train a model, how long it is kept, and which subprocessors can see it. |
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
- New Zealand Law Society: Generative AI guidance for lawyers · 2026-09-23
Confirm the required checking with the responsible lawyer before work starts. The checking approach does not establish permission to use AI.