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Client Confidentiality in the Age of AI Assistants: A Law Firm Playbook
Executive Summary Law firms can use AI tools without exposing privileged or confidential data—but only with strict governance, technical controls, and clear user boundaries. The risk is not “AI” by itself; the risk is unmanaged data flow, unclear vendor terms, and poor operational discipline. For firms in the 20–250 employee range, the safest path is to treat AI adoption like any other high-risk legal technology decision: classify data, limit what
Executive Summary Law firms can use AI tools without exposing privileged or confidential data—but only with strict governance, technical controls, and clear user boundaries. The risk is not “AI” by itself; the risk is unmanaged data flow, unclear vendor terms, and poor operational discipline. For firms in the 20–250 employee range, the safest path is to treat AI adoption like any other high-risk legal technology decision: classify data, limit what
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