AI vendor due diligence

How to Draft an AI-Use and Confidentiality Policy for Law Firms in California Under the CCPA and State Bar Ethics Rules

How to Draft an AI-Use and Confidentiality Policy for Law Firms in California Under the CCPA and State Bar Ethics Rules

California law firms should adopt a written AI-use and confidentiality policy that satisfies the CCPA/CPRA’s privacy requirements and the California Rules of Professional Conduct (especially duties of confidentiality and competence). With lawyers increasingly using generative AI for drafting, research, and intake, unmanaged tools can expose client secrets and personal information. This article explains how to […]

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How to Draft an AI Use & Confidentiality Policy for Your Law Firm in California (2026 Compliance Checklist)

How to Draft an AI Use & Confidentiality Policy for Your Law Firm in California (2026 Compliance Checklist)

California law firms should adopt an AI Use & Confidentiality Policy with at least 12 core controls—covering client consent, privilege protection, vendor security, and employee training—to stay defensible in 2026. With rapid adoption of generative AI in legal practice, unmanaged prompts and third‑party tools can expose confidential client information and create malpractice risk. This article

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