---
title: "Decide whether US 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/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "OB-CONF-1-US"
practice_area: "Confidentiality & client information"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-09-23"
---

# Decide whether US client material can go into a tool

> Classify each document as public, confidential under Rule 1.6, PHI, tax-return information, or California consumer personal information.

Canonical page: https://ailawframework.com/obligations/confidentiality-and-client-information/decide-whether-client-material-can-go-into-a-tool/united-states  
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 | Classify each document as public, confidential under Rule 1.6, PHI, tax-return information, or California consumer personal information. |
| What the lawyer must review | Default to no for anything relating to the representation Allow input only if vendor terms, Rule 1.6 and any sector statute are satisfied Apply Opinion 512 and the Florida, California, Texas and D.C. opinions |
| Written for | United States |
| Applies to | [Decide whether client material can go into a tool](https://ailawframework.com/obligations/confidentiality-and-client-information/decide-whether-client-material-can-go-into-a-tool.md) |

## Checking plan

- What the AI does: Classify each document as public, confidential under Rule 1.6, PHI, tax-return information, or California consumer personal information.
- Basis: Checked against the linked sources on 23 September 2026. Confirm the current instrument before reliance.

## Sources

- [ABA Model Rule 1.6, Confidentiality of Information](https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_6_confidentiality_of_information/) (checked 2026-09-23)
- [ABA Formal Opinion 512, Generative Artificial Intelligence Tools (29 July 2024)](https://www.americanbar.org/content/dam/aba/administrative/professional_responsibility/ethics-opinions/aba-formal-opinion-512.pdf) (checked 2026-09-23)
- [Florida Bar Ethics Opinion 24-1](https://www.floridabar.org/etopinions/opinion-24-1/) (checked 2026-09-23)
- [State Bar of California, Practical Guidance for the Use of Generative Artificial Intelligence in the Practice of Law (2026)](https://www.calbar.ca.gov/Portals/0/documents/ethics/Generative-AI-Practical-Guidance.pdf) (checked 2026-09-23)
- [Texas Professional Ethics Committee Opinion 705 (February 2025)](https://www.legalethicstexas.com/resources/opinions/opinion-705/) (checked 2026-09-23)
- [District of Columbia Bar Ethics Opinion 388](https://www.dcbar.org/for-lawyers/legal-ethics/ethics-opinions-210-present/ethics-opinion-388) (checked 2026-09-23)
- [HHS: HIPAA covered entities and business associates](https://www.hhs.gov/hipaa/for-professionals/covered-entities/index.html) (checked 2026-09-23)
- [IRS Office of Professional Responsibility, Issue 2026-19, Introductory Guidelines for Responsible AI Use in Federal Tax Practice](https://www.irs.gov/pub/opr-taxpros/issue-number-2026-19-introductory-guidelines-for-responsible-ai-use-in-federal-tax-practice.pdf) (checked 2026-09-23)

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