Document the risks
Assess likely confidentiality, legal-professional privilege, operational and personal-data risks.
Protect client records, keep access within professional limits and record every important action.
Access depends on more than admin or user: firm, team, role, matter, document sensitivity and supervision all count.
Each needs evidence before we promise it.
Assess likely confidentiality, legal-professional privilege, operational and personal-data risks.
Model firm roles, matter restrictions, supervised approvals and client-sharing boundaries.
Build in encryption, least-privilege access, monitoring and tested backups.
Independent security tests and role-based access tests.
Claim certifications, SRA compliance or AI safeguards only once proven.
Any AI search, summary or draft must respect permissions, show its sources, never reveal another client's information and be checked by a solicitor. Licensed legal research is a separate question.
Go back to the Legal overview or explore another planned area.