Free checklist

The judgment calls on AI and client confidentiality that most often catch people, and a simple way to get them right.

The judgment calls on AI and client confid-entiality that most often catch people, and a simple way to get them right.

Most guidance stops at “don’t put client data into public tools”. This guide is about the harder questions that come after that, once you’re using a tool the firm has approved. It gives fee earners a two-question test and five real-world scenarios for the situations where the safe answer isn’t obvious.

what's inside...

Who it's for:

Fee earners, and the supervisors, COLPs and risk leads who set the rules they work to.
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