Letter · Confidentiality & client information
Staff undertaking on unapproved generative AI tools (United States)
A short undertaking by a lawyer or staff member not to put firm or client information into a generative AI tool the firm has not approved, and to tell a supervisor if that happens.
- Kind
- Letter. A letter or email you adapt and send.
- Where it applies
- United States
- AI use
- Yellow You and the tool draft together, with you directing. You check every statement you rely on.
- Law stated as at
- 22 October 2026
- Status
- Maintained. Checked on 22 October 2026 against the 4 authorities it cites, for United States.
- Version
- 1
- Source
- Written for this library
When to use it
Use when a person joins the firm or is first allowed to use an approved tool. It supports the firm policy. It does not approve a tool.
Used for these tasks
- Decide whether client material can go into a tool
- Build an upload checklist for a matter before any file goes into a tool
Each task page says how far AI may help with the task and what the lawyer must review.
How AI may be used
A tool may add the person's name and the date to the approved undertaking. It may not change the promises or mark the undertaking signed.
AI may
- Insert the person's name, role and the date on the firm's approved text
- List people with access to client files who have no signed undertaking on the file
AI must not
- Must not weaken the promise or add a tool to the approved list
- Must not sign for the person
The lawyer checks
- The undertaking matches the current policy and names the supervisor to tell
- The person has read the policy, not only this page
- A lawyer with supervisory responsibility collects the undertaking before the person uses client files with any tool
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 available after you log in. It is free. When you log 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)
- Information barrier protocol for one matter
- Waiver of a concurrent conflict of interest (United States)
- Checklist before any file on a matter goes into a tool
- Staff and contractor AI confidentiality undertaking and acknowledgement
- Protocol before using a self-learning generative AI tool (United States)
- AI vendor confidentiality and privilege questions (short form of the vendor due-diligence questionnaire)
- Inventory of systems that can see client material
- Engagement clause: client authority for AI processing of confidential information (rider to the AI engagement clauses)
- Comparison of a provider's terms on storage, training and subprocessors
- Check before using a hypothetical in a generative AI tool (United States)
- AI data incident steps (confidentiality short form of the AI incident response procedure)
- Confidentiality undertaking for an external reviewer or expert
All precedents for Confidentiality & client information · Tasks and AI use in this area