--- title: "AI confidentiality rules for staff (short form of the firm AI policy)" url: "https://ailawframework.com/precedents/confidentiality-and-client-information/firm-generative-ai-use-policy" type: "precedent" site: "AI Law Framework" id: "a51-firm-generative-ai-use-policy" area_id: "A51" kind: "policy" ai_level: "yellow" version: 1 law_stated_as_at: "2026-10-17" --- # AI confidentiality rules for staff (short form of the firm AI policy) > Short-form confidentiality rules drawn from the firm's master AI use policy: which information classes may go into which tools, court-restricted material, privilege and barriers, client choices, note-takers and agents,… Canonical page: https://ailawframework.com/precedents/confidentiality-and-client-information/firm-generative-ai-use-policy Law stated as at: 2026-10-17 Site index for agents: https://ailawframework.com/llms.txt Short-form confidentiality rules drawn from the firm's master AI use policy: which information classes may go into which tools, court-restricted material, privilege and barriers, client choices, note-takers and agents, and incident reporting, with an upload checklist. ## Key facts - Kind: Policy. A policy or procedure for a firm or client. - Practice area: [Confidentiality & client information](https://ailawframework.com/precedents/confidentiality-and-client-information.md) - Jurisdictions: Australia, New South Wales, Victoria - AI level: Yellow. AI can help in set ways. A lawyer checks specific points before use. - Law stated as at: 2026-10-17 - Status: Maintained. Checked on 2026-10-17 against the 9 authorities it cites, for Australia, New South Wales and Victoria. ## When to use it Issue to every lawyer, staff member and contractor with the master AI use policy, and use as the day-to-day reference before anything is uploaded to an AI tool. Do not adopt it instead of the master policy: verification, court disclosure, billing and records stay in the master. ## How AI may be used AI may help draft and maintain these rules from the master policy and build training on them. The principals decide the information table and the approved tools, and keep both aligned with the master policy and current court rules. **AI may:** - Draft the rules and the one-page summary from the master policy and the practice's actual tools, for principal review. - Compare these rules with the master policy after each change and list any differences. - Prepare training scenarios and quizzes on the information table and upload checklist. **AI must not:** - Must not set the approved tools or the information table. - Must not be used to "check" current court rules without a person reading the official practice notes. - Must not receive client information when used to draft or update the rules. **The lawyer checks:** - The information table uses the master policy's classes and matches the approved AI tools register and each tool's contract. - Clause 4 matches the current restricted-material rules of every court and tribunal the practice appears in. - The incident contact and reporting time match the master AI incident response procedure. ## Authorities - [Legal Profession Uniform Law Australian Solicitors' Conduct Rules 2015 rr 4.1.3 and 4.1.4 (competence; independence)](https://legislation.nsw.gov.au/view/html/inforce/current/sl-2015-0244) - [Legal Profession Uniform Law Australian Solicitors' Conduct Rules 2015 r 9 (confidentiality)](https://legislation.nsw.gov.au/view/html/inforce/current/sl-2015-0244) - [Legal Profession Uniform Law Australian Solicitors' Conduct Rules 2015 r 37 (supervision)](https://legislation.nsw.gov.au/view/html/inforce/current/sl-2015-0244) - [Law Society of NSW, Legal Practice Board of WA and Victorian Legal Services Board and Commissioner, Statement on the use of artificial intelligence in Australian legal practice (6 December 2024)](https://lsbc.vic.gov.au/news-updates/news/statement-use-artificial-intelligence-australian-legal-practice) - [Queensland Law Society, Guidance Statement No. 37: Artificial Intelligence in Legal Practice (31 May 2024)](https://www.qls.com.au/practising-law-in-qld/ethics/guidance-statements/no-37-artificial-intelligence-in-legal-practice) - [Federal Court of Australia, Use of Generative Artificial Intelligence Practice Note (GPN-AI) (16 April 2026) paras 4.13 to 4.15](https://www.fedcourt.gov.au/law-and-practice/practice-documents/practice-notes/gpn-ai) - [Supreme Court of NSW Practice Note SC Gen 23 – Use of Generative Artificial Intelligence (Gen AI) para 9A](https://supremecourt.nsw.gov.au/documents/Practice-and-Procedure/Practice-Notes/general/current/PN_SC_Gen_23.pdf) - [Supreme Court of Victoria Practice Note SC Gen 25 (The use of Artificial Intelligence by Court users) (14 May 2026)](https://www.supremecourt.vic.gov.au/areas/legal-resources/practice-notes/sc-gen-25-the-use-of-artificial-intelligence-by-court-users) - [Privacy Act 1988 (Cth) Sch 1 APPs 6, 8 and 11](https://www.legislation.gov.au/C2004A03712/latest/text) ## Official form [Official form](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/firm-generative-ai-use-policy 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.*