Free interactive toolkit
The tools, prompts, and confidentiality rules for using AI in your practice — without breaching client confidentiality. Free, and updated as the rules change.
Read it here free, or grab the PDF for your desk.
The one rule
Never paste identifiable client information into a consumer AI tool that trains on your inputs.
Regulators put it on you, not the vendor.
SRA Principles and the ABA's Formal Opinion 512 (read alongside Model Rule 1.6) make the lawyer responsible for what gets disclosed — no matter how the disclosure happened.
Paying does not mean private.
ChatGPT Plus and Claude Pro are consumer tiers. They do not give you a data processing agreement and they do not automatically opt you out of training. Business/Enterprise tiers do.
Section 3 — Interactive
Run this before you paste anything. Nothing is saved — this is just a thinking tool.
Tick all three when they're true for the tool in front of you. Until then, keep client facts out of it.
Section 4 — Tools by tier
Pulled from our live tools directory. Click through for the affiliate link, but read the confidentiality note first.
Safe enough for anonymised client work when used on a business tier with a DPA in place.
In-Word contract drafting and redlining for transactional lawyers.
Confidentiality
Does not train on customer document content; DPA available on paid plans. Document text is still transmitted to the vendor and underlying model providers — review the current sub-processor list.
Drafting correspondence and summarising matter folders inside SharePoint.
Confidentiality
Enterprise data boundary keeps outputs within your tenant. Confirm DPA terms and disable web-grounded prompts for privileged work.
Long-form drafting, contract review and structured legal reasoning.
Confidentiality
Zero-data-retention available on Team and Enterprise plans. Avoid the consumer Claude.ai tier for any matter content.
Useful, but only with the right plan, settings, or anonymisation. Read the note before pasting anything.
AI assistance inside Clio for intake notes, matter summaries, and time entries.
Confidentiality
Built into Clio's legal-vertical stack with an associated DPA. Confirm region and retention settings before enabling on existing matters.
Drafting marketing copy, blog posts and social content for the firm.
Confidentiality
Fine for marketing copy that contains no client information. Treat as a public-facing AI tool: never paste in matter content, draft pleadings, or privileged correspondence.
Avoid for anything tied to a client. Fine for generic drafting, learning, or marketing copy with zero identifiable facts.
Transcribing internal-only meetings, training sessions and marketing calls.
Confidentiality
Not appropriate for privileged conversations or client meetings without explicit, recorded informed consent and a vendor DPA in place.
Section 5 — Copy-paste prompts
Hit copy. Paste into your tool of choice. Replace the bracketed placeholders with anonymised text — never with real client facts.
Client communication and letters. Anonymise before pasting.
Rewrite this paragraph to be clearer and more concise for a non-lawyer client, keeping the legal meaning intact: [PASTE ANONYMISED TEXT].
Draft a polite, professional email declining [TYPE OF REQUEST] while leaving the door open for future work. Neutral, no specifics.
Turn these rough bullet points into a structured client update letter. Tone: reassuring but precise: [BULLETS].
Use templates or generic clauses only. Strip names, dates, amounts.
Summarise this clause in plain English and flag anything unusual or one-sided. This is a generic template, no client data: [CLAUSE].
List the questions a careful lawyer should ask before signing a standard [TYPE] agreement.
Compare these two versions of a clause and explain what changed and why it might matter: [V1] / [V2].
Concept-level only. Never paste matter-specific facts.
Explain [LEGAL CONCEPT] as I'd explain it to a client, in under 150 words, UK/US-neutral.
Give me a checklist a solo practitioner should run through when onboarding a new [TYPE] matter.
What are common pitfalls in [GENERIC PROCESS], and how do firms typically avoid them?
Marketing, ops, and internal systems. No advice given here.
Write 5 LinkedIn post ideas that position a small law firm as approachable and tech-savvy, without giving legal advice.
Draft a short FAQ for my firm's website about what to expect in a first consultation. General, no advice.
Suggest a simple weekly system for a solo lawyer to keep on top of client follow-ups and deadlines.
Section 6 — Checklist
Local-only. Nothing saves, nothing leaves your browser.
The complete version
52 prompts with copy buttons, 18 tools rated, and 8 editable templates — the complete version, one payment.
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