Form · Confidentiality & client information
Staff and contractor AI confidentiality undertaking and acknowledgement
A signed undertaking by each lawyer, staff member and contractor to follow the firm's AI confidentiality controls: approved tools only, no personal accounts, no bypassing controls or barriers, verification, incident reporting, monitoring and duties after leaving.
- Kind
- Form. A form to complete, or a guide to completing an official one.
- Where it applies
- Australia
- AI use
- Yellow AI can help in set ways. A lawyer checks specific points before use.
- Law stated as at
- 17 October 2026
- Status
- Maintained. Checked against the cited sources on 17 October 2026.
- Version
- 1
- Source
- Written for this library
When to use it
Use when onboarding staff and contractors, when the AI policy is adopted or materially changed, and annually. It supplements, and does not replace, the confidentiality terms in employment and contractor agreements.
How AI may be used
AI may help keep the undertaking aligned with the current AI policy and track signatures. People decide who signs, what monitoring is lawful and how breaches are handled.
AI may
- Compare the undertaking with the current AI policy and list differences after each policy change.
- Track which staff and contractors have signed and draft reminders.
AI must not
- Must not be used to monitor individual staff in ways not covered by the firm's monitoring notice and applicable workplace surveillance law.
- Must not decide whether a breach has occurred or what disciplinary action follows.
The lawyer checks
- Monitoring described in clause 9 is covered by a compliant workplace surveillance notice in each state where staff work.
- The undertaking is consistent with employment contracts, enterprise agreements and contractor terms.
- Contractors' own staff are bound, through the contractor agreement, to equivalent terms.
Method: how the Green, Yellow and Red levels are decided. This is guidance for planning, not legal advice.
Read the full text
The full text is for signed-in accounts. It is free. When you sign in you can:
- read the whole precedent, with its drafting notes beside it;
- copy it, or download it as a Word file or Markdown;
- add it to your firm’s knowledge base, so colleagues can find it;
- let the AI tools you connect read it from that knowledge base.
The summary, the law it rests on and the AI-use guidance above stay public. Privacy.
More in Confidentiality & client information
- AI confidentiality rules for staff (short form of the firm AI policy)
- AI vendor confidentiality and privilege questions (short form of the vendor due-diligence questionnaire)
- Engagement clause: client authority for AI processing of confidential information (rider to the AI engagement clauses)
- AI data incident steps (confidentiality short form of the AI incident response procedure)
All precedents for Confidentiality & client information · Tasks and AI use in this area