Solution · Legal & Professional Services
Evidence client confidentiality and professional duty for every AI system.
Every assistant, every vendor and every matter — on one record, with the duties of confidentiality and supervision written into the controls.
CHT-031Drafting assistant · litigation team
Owner · Practice PartnerSRA · OFR
Vendor
External · contract on file
No training on inputs
Data region
EU-West
Retention
30 days · matter-scoped
Supervision
Partner-attested · weekly
Confidentiality · controls active Supervision · recorded Client disclosure · held open
DERIVED FROM ONE RECORDv2026.06
The sector problem
Professional duty does not survive an unrecorded AI estate.
Confidentiality, supervision and client disclosure attach to every matter — but the AI systems behind the matter are usually not recorded against them.
When a regulator or a client asks, the answer needs to be in one place, not reconstructed from inboxes.
One matter · one record
Linked
Matter M-2026-0418Disclosure attached
Drafting assistant CHT-031Vendor v2.1 · EU-only
Supervising partnerRecorded · weekly review
What matters here
What a practice needs to govern AI defensibly.
01
Confidentiality on the record
For every assistant: client-data flow, retention, region and training opt-out — recorded against the matter, not in a vendor PDF.
Client data
No training · EU only
02
Supervision evidenced
Who supervises which AI use, on which matter, with what review cadence — and where supervision is missing.
Supervision
Partner-attested · weekly
03
Vendor diligence, once
One vendor profile read by every matter team — assessed against the practice's own obligations and kept current.
Vendor
AI legal-research tool · v2.1
CHT-031Drafting assistant
One record
ConfidentialityData flow · retention · region
SupervisionPartner-attested · cadence
Client disclosureMatter-letter wording
Vendor diligenceContract · attestations
MATTER · M-2026-0418Linked
Through-line
The matter, the system and the duty — one record.
A change to a tool, a vendor or a model lights up every matter it touches — and every duty attached to that matter.
No re-keying, no parallel registers.
Proof
A client disclosure, sourced from the record.
M-2026-0418 · client disclosure
Sourced
Tools used on this matterCHT-031 · Registry
Data handling and retentionVendor contract · clause 7.2
Supervisory arrangementPartner attestation · 2026-06-12
Out-of-scope usesPractice policy · POL-014
Client-specific carve-outsHeld open · awaiting partner sign-off
EVERY LINE CITEDv2026.06