---
title: "Decide whether client material can go into a tool"
url: "https://ailawframework.com/obligations/confidentiality-and-client-information/decide-whether-client-material-can-go-into-a-tool"
type: "task"
site: "AI Law Framework"
id: "OB-CONF-1"
practice_area: "Confidentiality & client information"
tier: "yellow"
lawyer_review: "required"
last_reviewed: "2026-09-23"
---

# Decide whether client material can go into a tool

> Organise the provider’s terms against the confidentiality questions in current professional guidance, using only the terms, not the client file.

Canonical page: https://ailawframework.com/obligations/confidentiality-and-client-information/decide-whether-client-material-can-go-into-a-tool  
Last reviewed: 2026-09-23

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 | Organise the provider’s terms against the confidentiality questions in current professional guidance, using only the terms, not the client file. |
| What the lawyer must review | Check the terms answer how confidential data is stored, reused and shared Do not upload the file if they do not Record the decision |
| Written for / versions | 3 jurisdiction versions below |

## Checking plan

**Source-by-source verification**

The comparison uses the contract. The client documents stay out until the questions are answered.

- What the AI does: Organise the provider’s terms against the confidentiality questions in current professional guidance, using only the terms, not the client file.
- What the lawyer does: If the terms do not clearly answer how confidential data is stored, reused and shared, do not upload the file. Record the decision.
- Who reviews: Lawyer competent in the matter and the forum
- Basis: Planning guidance for the 23 September 2026 practice taxonomy. Confirm the current source before reliance.
- Why: The traffic light follows the consequence of an error and how much of the output the lawyer must check before it is used.

## Checks the lawyer makes

1. Confirm the forum or obligation that applies before any draft is used.
2. Check the output against the current primary source for that forum.
3. Keep confidential, suppressed and compelled material out of a public tool.
4. The lawyer settles the document or the decision before it is used.

## Notes

- Planning guidance. Confirm the current instrument before reliance.

## Jurisdiction versions

| Jurisdiction | Level |
| --- | --- |
| [Queensland](https://ailawframework.com/obligations/confidentiality-and-client-information/decide-whether-client-material-can-go-into-a-tool/queensland.md) | Yellow |
| [United States](https://ailawframework.com/obligations/confidentiality-and-client-information/decide-whether-client-material-can-go-into-a-tool/united-states.md) | Yellow |
| [New Zealand](https://ailawframework.com/obligations/confidentiality-and-client-information/decide-whether-client-material-can-go-into-a-tool/new-zealand.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.*