TECHNOLOGY & VENDOR SECURITY MODULE
TECHNOLOGY & VENDOR SECURITYAI Data Protection & Confidentiality Procedures
The bright-line answer to "can I put this in AI?"
Operational procedures governing exactly what client data may go into AI tools, satisfying Rule 1.6 confidentiality duties. Sets a three-tier data classification standard, an anonymization protocol, an absolute prohibited-submission list, and a step-by-step breach response procedure.
What's Included
- Three-tier data classification (Restricted / Controlled / Permitted)
- Anonymization standard for research and drafting
- Absolute prohibited-submission list (SSNs, biometric data, protective-order material)
- Step-by-step breach response procedure
Use Cases
Attorney day-to-day data handling decisionsNew attorney and staff onboardingBreach response and remediation
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