ComplianceData ManagementLow complexity
Client AI Terms Register
More client contracts and outside counsel guidelines now restrict how firms may use AI on their work.
How we approach it
Extract the AI clauses from engagement letters, panel terms and guidelines into one register: permitted tools, consent requirements, data location and disclosure duties. Check staff tool use against it, and show the restrictions to the team when a matter opens.
Business value
AI used within what each client has agreed
Technology stack
- Contract analysis
- matter management integration
- AI tool inventory
Related service
Governance & ComplianceRelated use cases
- Professional Services · ComplianceCitation Verification Before FilingCourts have sanctioned lawyers for filings that cited cases an AI tool made up.
- Professional Services · OperationsMatter-Aware Knowledge SearchLet lawyers and consultants search past work without one client's documents surfacing for another.
- Professional Services · RiskContract Review Against PlaybookReview incoming contracts against the firm's or the client's negotiating playbook.