---
title: "AI agent and connector permissions register for law firms (tools that act, not just answer)"
url: "https://ailawframework.com/precedents/ai-decision-systems/ai-agent-and-connector-permissions-register"
type: "precedent"
site: "AI Law Framework"
id: "a45-ai-agent-and-connector-permissions-register"
area_id: "A45"
kind: "form"
ai_level: "red"
version: 1
law_stated_as_at: "2026-11-07"
---

# AI agent and connector permissions register for law firms (tools that act, not just answer)

> Register for AI agents and connectors that can act (read files, draft, send, file, book): what each may read and do, which actions need a lawyer's approval first, and how actions are logged.

Canonical page: https://ailawframework.com/precedents/ai-decision-systems/ai-agent-and-connector-permissions-register  
Law stated as at: 2026-11-07

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

## Key facts

- Kind: Form. A form to complete, or a guide to completing an official one.
- Practice area: [AI decision systems](https://ailawframework.com/precedents/ai-decision-systems.md)
- Jurisdictions: Australia, Commonwealth, United States, California
- AI level: Red. You write the text. The tool writes nothing into the document. Where permitted, it may check, clarify or collect data, and anything it checks or collects is verified.
- Law stated as at: 2026-11-07
- Status: Maintained. Checked on 2026-11-07 against the 5 authorities it cites, for 4 jurisdictions.

## When to use it

Use before connecting an AI agent or connector, such as an MCP connector, to email, the document system, court e-filing or the firm's knowledge base, and whenever its permissions change. Pair it with the approved AI tools register.

## How AI may be used

No agent or connector may send, file, pay, sign or communicate with a court, a client or another party without a lawyer's prior approval of that specific action. A tool may help maintain the register but not grant permissions.

**AI may:**

- Keep the register up to date from approved change requests
- Flag a connector whose scopes exceed what the register allows

**AI must not:**

- Must not grant, widen or approve any permission
- Must not send, file, pay, sign or book anything on the firm's behalf without a recorded lawyer approval
- Must not record case events in a tribunal hearing where the tribunal bans it

**The lawyer checks:**

- Each permission is the least the task needs
- Every 'act' permission has a named approver and a log
- The connector's data access respects ethical walls and client confidentiality

## Authorities

- [State Bar of California, Practical Guidance for the Use of Generative AI in the Practice of Law (2026): agentic AI must not file documents, communicate with the court or make representations without lawyer review and approval](https://www.calbar.ca.gov/Portals/0/documents/ethics/Generative-AI-Practical-Guidance.pdf)
- [Administrative Review Tribunal (Common Procedures) Practice Direction 2026: ban on AI agents recording case events](https://www.art.gov.au/sites/default/files/2026-02/Administrative_Review_Tribunal_%28Common_Procedures%29_Practice_Direction_2026.pdf)
- [Legal Profession Uniform Law Australian Solicitors' Conduct Rules 2015, rr 9 (confidentiality) and 37 (supervision)](https://legislation.nsw.gov.au/view/html/inforce/current/sl-2015-0244)
- [ABA Model Rule 5.3 (Responsibilities Regarding Nonlawyer Assistance)](https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_5_3_responsibilities_regarding_nonlawyer_assistant/)
- [Cal. Bus. & Prof. Code § 6068.1(a)(2), added by SB 574: no delegation of the practice of law to generative AI (from 1 January 2027)](https://leginfo.legislature.ca.gov/faces/billTextClient.xhtml?bill_id=202520260SB574)

## Full text and drafting notes

The full text and the drafting notes are not part of this public page. Signed-in firm accounts can read them at https://ailawframework.com/precedents/ai-decision-systems/ai-agent-and-connector-permissions-register and through the signed-in MCP connector https://ailawframework.com/mcp/firm.

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