What client or matter information is entered into AI tools?
Legal / Generative AI
Generative AI Confidentiality Assessment for Law Firms
Evaluate where client and matter information enters generative AI, how providers handle it, what access boundaries apply, and whether firm controls support responsible use.
01 / THE REVIEW QUESTION
Start with the system, data, and decision—not a generic checklist.
For legal organizations, AI security is inseparable from the confidentiality and supervision questions created by the tools lawyers and staff actually use. ABA Formal Opinion 512 makes clear that existing professional duties continue to matter when generative AI is introduced.
02 / Questions to answer
What a useful assessment should establish.
Are consumer and enterprise AI accounts governed differently?
What do provider terms, retention settings, and subprocessors actually permit?
How are AI outputs verified and staff use supervised?
03 / Assessment scope
What Ayliea examines.
Exact procedures are confirmed in writing before work begins. Technical testing is performed only when explicitly scoped and authorized.
01Approved and shadow-AI inventory
02Client/matter data-flow review
03Vendor terms and security-control evidence
04Matter, role, and integration access boundaries
05Output verification, policy, training, and incident procedures
04 / OUTPUT
Evidence and findings another reviewer can follow.
The deliverable separates what was observed or supplied from what was represented, unavailable, untested, or outside scope. That keeps the conclusion useful without overstating what the evidence proves.
AI-use risk record
Vendor and data-boundary findings
Control gaps and limitations
Prioritized remediation
Evidence references for counsel review
05 / PRIMARY SOURCES
Built around the requirements and guidance that actually matter.
06 / SCOPE THE WORK
Have a real system or review question in mind?
Bring the AI system, the data it touches, the review trigger, and the evidence you already have. Ayliea will determine whether a Review, Assessment, or broader scope fits.