When a vendor ships an AI capability, it tends to arrive enabled, with the disclosure buried. Client data can flow into summarization, drafting, or model-improvement systems your firm never evaluated and never approved. The exposure is immediate. The paper trail explaining how it happened does not exist — until someone asks for it.
We trace every point in your stack where client data can reach an AI system — first-party or third-party — and document the path it takes to get there.
We determine whether your data trains someone else's model, passes to an AI subprocessor, or leaves your control in ways your vendor agreements never made plain.
We inventory the AI toggles your platforms enabled on your behalf — the ones added in an update you didn't review — and flag what to disable, restrict, or formally accept.
A written position stating what AI is permitted in your firm, where, and why — the document you produce when a regulator, an insurer, or a client asks how you manage it.
ABA Formal Opinion 512 addresses a lawyer's competence and confidentiality duties when generative AI enters the practice. Unmanaged AI in your tools is a supervision and confidentiality question before it is a technology question.
When prep software or a client portal adds AI, client-confidentiality and disclosure exposure follows. The duty to safeguard client information does not pause because a vendor changed a default.
Control over client data and clear disclosure of how it is handled are core obligations. AI features that move or retain that data quietly put both at risk.
- An AI exposure map of your environment — every place AI can reach client data, named.
- A findings memo with risk-ranked gaps and a remediation order.
- A governance statement your firm can stand behind in an audit, an insurance claim, or a client conversation.
When a vendor ships an AI capability, it tends to arrive enabled, with the disclosure buried. Client data can flow into summarization, drafting, or model-improvement systems your firm never evaluated and never approved. The exposure is immediate. The paper trail explaining how it happened does not exist — until someone asks for it.
We trace every point in your stack where client data can reach an AI system — first-party or third-party — and document the path it takes to get there.
We determine whether your data trains someone else's model, passes to an AI subprocessor, or leaves your control in ways your vendor agreements never made plain.
We inventory the AI toggles your platforms enabled on your behalf — the ones added in an update you didn't review — and flag what to disable, restrict, or formally accept.
A written position stating what AI is permitted in your firm, where, and why — the document you produce when a regulator, an insurer, or a client asks how you manage it.
ABA Formal Opinion 512 addresses a lawyer's competence and confidentiality duties when generative AI enters the practice. Unmanaged AI in your tools is a supervision and confidentiality question before it is a technology question.
When prep software or a client portal adds AI, client-confidentiality and disclosure exposure follows. The duty to safeguard client information does not pause because a vendor changed a default.
Control over client data and clear disclosure of how it is handled are core obligations. AI features that move or retain that data quietly put both at risk.
- An AI exposure map of your environment — every place AI can reach client data, named.
- A findings memo with risk-ranked gaps and a remediation order.
- A governance statement your firm can stand behind in an audit, an insurance claim, or a client conversation.
When a vendor ships an AI capability, it tends to arrive enabled, with the disclosure buried. Client data can flow into summarization, drafting, or model-improvement systems your firm never evaluated and never approved. The exposure is immediate. The paper trail explaining how it happened does not exist — until someone asks for it.
We trace every point in your stack where client data can reach an AI system — first-party or third-party — and document the path it takes to get there.
We determine whether your data trains someone else's model, passes to an AI subprocessor, or leaves your control in ways your vendor agreements never made plain.
We inventory the AI toggles your platforms enabled on your behalf — the ones added in an update you didn't review — and flag what to disable, restrict, or formally accept.
A written position stating what AI is permitted in your firm, where, and why — the document you produce when a regulator, an insurer, or a client asks how you manage it.
ABA Formal Opinion 512 addresses a lawyer's competence and confidentiality duties when generative AI enters the practice. Unmanaged AI in your tools is a supervision and confidentiality question before it is a technology question.
When prep software or a client portal adds AI, client-confidentiality and disclosure exposure follows. The duty to safeguard client information does not pause because a vendor changed a default.
Control over client data and clear disclosure of how it is handled are core obligations. AI features that move or retain that data quietly put both at risk.
- An AI exposure map of your environment — every place AI can reach client data, named.
- A findings memo with risk-ranked gaps and a remediation order.
- A governance statement your firm can stand behind in an audit, an insurance claim, or a client conversation.