---
title: "Confidentiality undertaking for an external reviewer or expert"
url: "https://ailawframework.com/precedents/confidentiality-and-client-information/external-confidentiality-undertaking"
type: "precedent"
site: "AI Law Framework"
id: "a51-external-confidentiality-undertaking"
area_id: "A51"
kind: "letter"
ai_level: "yellow"
version: 1
task_ids: ["OB-CONF-1", "A51-A20260923-4"]
law_stated_as_at: "2026-10-22"
---

# Confidentiality undertaking for an external reviewer or expert

> Undertaking by a person outside the practice who will see client material, limiting use to a stated purpose and prohibiting upload to a tool the practice has not approved for that material.

Canonical page: https://ailawframework.com/precedents/confidentiality-and-client-information/external-confidentiality-undertaking  
Law stated as at: 2026-10-22

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

## Key facts

- Kind: Letter. A letter or email you adapt and send.
- Practice area: [Confidentiality & client information](https://ailawframework.com/precedents/confidentiality-and-client-information.md)
- Jurisdictions: New South Wales
- AI level: Yellow. You and the tool draft together, with you directing. You check every statement you rely on.
- Law stated as at: 2026-10-22
- Status: Maintained. Checked on 2026-10-22 against the 5 authorities it cites, for New South Wales.

## When to use it

Use when an expert, a contract reviewer, a due-diligence reader or another outsider will receive client confidential information. Do not use the staff AI undertaking for that person, and do not use this letter for a member of the practice.

## Used for these tasks

- [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)
- [Build an upload checklist for a matter before any file goes into a tool](https://ailawframework.com/obligations/confidentiality-and-client-information/build-an-upload-checklist-for-a-matter-before-any-file-goes-into-a-tool.md)

## How AI may be used

AI may complete the parties, the purpose and the list of approved tools from instructions the principal has approved. The principal decides who signs and what they may see.

**AI may:**

- Insert the recipient, the matter and the purpose from the engagement terms
- Attach the list of tools the principal has marked as approved for this material

**AI must not:**

- Must not decide that the client has authorised the disclosure
- Must not add a tool to the approved list
- Must not describe the letter as a deed or add execution formalities for a deed

**The lawyer checks:**

- The client has authorised this disclosure, or another rule 9.2 ground the principal names applies
- The purpose is narrow, and the tool clause matches the tools actually approved for this material
- The recipient has signed and returned the undertaking before the material is sent

## Authorities

- [Legal Profession Uniform Law Australian Solicitors' Conduct Rules 2015 (NSW) r 9.1 and r 9.2.1 (disclosure of client confidential information, including where the client authorises it)](https://classic.austlii.edu.au/au/legis/nsw/consol_reg/lpulascr2015658/s2.9.html)
- [OAIC, APP guidelines chapter 6 (secondary use or disclosure and consent)](https://www.oaic.gov.au/privacy/australian-privacy-principles/australian-privacy-principles-guidelines/chapter-6-app-6-use-or-disclosure-of-personal-information)
- [OAIC, APP guidelines chapter 11 (reasonable steps to protect personal information)](https://www.oaic.gov.au/privacy/australian-privacy-principles/australian-privacy-principles-guidelines/chapter-11-app-11-security-of-personal-information)
- [Statement on the use of artificial intelligence in Australian legal practice (6 December 2024), on public AI tools and client information](https://www.lawsociety.com.au/sites/default/files/2024-12/LS4590_PSP_Statement_AI_LawSocietyVersion.pdf)
- [Victorian Legal Services Board + Commissioner, news item dated 6 December 2024, publishing the joint statement on the use of artificial intelligence in Australian legal practice](https://lsbc.vic.gov.au/news-updates/news/statement-use-artificial-intelligence-australian-legal-practice)

## 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/confidentiality-and-client-information/external-confidentiality-undertaking 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.*