---
title: "List what a charity chatbot is designed to collect and retain"
url: "https://ailawframework.com/practice/not-for-profit-charities-and-associations/assess-privacy-risk-of-a-charity-chatbot/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A35-B6-4-US"
practice_area: "Not-for-Profit, Charities & Associations"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# List what a charity chatbot is designed to collect and retain

> From the design notes, list each field the chatbot asks for and whether the notes say the tool stores the text. Mark a field the notes describe as information about a client of a lawyer.…

Canonical page: https://ailawframework.com/practice/not-for-profit-charities-and-associations/assess-privacy-risk-of-a-charity-chatbot/united-states  
Last reviewed: 2026-10-22

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

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Not-for-Profit, Charities & Associations](https://ailawframework.com/practice/not-for-profit-charities-and-associations.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| How AI is used | From the design notes, list each field the chatbot asks for and whether the notes say the tool stores the text. Mark a field the notes describe as information about a client of a lawyer. Write no privacy notice and no risk conclusion. |
| What the lawyer must review | You write the assessment. Where the chatbot will receive information relating to a lawyer's representation of a client, Model Rule 1.6(a) prohibits the lawyer from revealing that information unless the client gives informed consent, the disclosure is impliedly authorised to carry out the representation, or paragraph (b) permits it. Paragraph (b) was not applied. Rule 1.6(c) requires reasonable efforts to prevent inadvertent or unauthorised disclosure of, or unauthorised access to, that information. ABA Formal Opinion 512 states that the lawyer needs informed consent before inputting client information into a tool that will not keep it confidential. No consumer-privacy statute was opened, so this list does not apply one. If the chatbot will publish a campaign statement or a legislative contact, the operational test in Treasury Regulation § 1.501(c)(3)-1(c) is the exempt-organisation question, and it is separate from Rule 1.6. |
| Written for | United States |
| Applies to | [Assess privacy risk of a charity chatbot](https://ailawframework.com/practice/not-for-profit-charities-and-associations/assess-privacy-risk-of-a-charity-chatbot.md) |

## Checking plan

- What the AI does: From the design notes, list each field the chatbot asks for and whether the notes say the tool stores the text. Mark a field the notes describe as information about a client of a lawyer. Write no privacy notice and no risk conclusion.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- A charity that is not a law firm still raises Rule 1.6 when its lawyers put information relating to a representation into the tool. The list does not invent a privacy statute for other fields.
- Do not treat an Australian privacy principle as the measure of this design.

## 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 2026-10-22)
- [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 2026-10-22)
- [26 CFR § 1.501(c)(3)-1, organisational and operational tests](https://www.law.cornell.edu/cfr/text/26/1.501(c)(3)-1) (checked 2026-10-22)

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