Secure Use of Artificial Intelligence for Data Processing in the Legal Services Industry

As legal service providers increasingly leverage artificial intelligence to enhance efficiency and accuracy across a variety of services, ensuring the security and integrity of sensitive client data remains a primary focus and concern. The use of AI in this context must be accompanied by a robust security framework that addresses industry-specific regulatory requirements and client confidentiality obligations.

To that end, several key security protocols have been established by U.S. Legal Support:

• Any AI processing on third-party platforms is conducted using enterprise-grade accounts, which provide advanced security controls, administrative oversight, and rigorous account monitoring. This ensures that AI operations are managed within a controlled, auditable environment.
• HIPAA Business Associate Agreements (BAAs) have been executed with all AI platform vendors. These agreements legally bind vendors to maintain the confidentiality, integrity, and availability of protected health information (PHI), ensuring full compliance with HIPAA regulations and adding a critical layer of assurance for clients operating in sensitive sectors.
• Client data is never used to train or refine models on AI platforms. This policy ensures that confidential content remains isolated from broader model development processes, effectively preventing unintended data exposure or cross-client inference risks.
• Zero Data Retention policies are enforced across all AI platforms. Once processing is complete, no client data is stored or retained by the AI provider. This approach reduces the threat surface and ensures that even in the event of a breach, there would be no residual data available to exploit.
• All AI platforms are headquartered within the United States and are subject to U.S. jurisdiction and legal oversight. This geographic and legal alignment ensures transparency regarding data handling practices and removes the complexity and risk associated with international data transfer and foreign jurisdictional conflicts.
• Each platform is certified as SOC 2 Type 2 compliant, or holds an equivalent security accreditation. This attestation validates that the platforms have implemented and maintained strong controls across security, availability, processing integrity, confidentiality, and privacy. SOC 2 Type 2 compliance is a recognized industry standard, providing further confidence that data is handled in a secure and auditable manner.

Using credible, established AI platforms allows us to ensure client data privacy and confidentiality, while also providing the best AI summary product and services through using the most advanced models for processing.

To leverage AI securely in your legal practice, check out our AI-powered deposition transcript summary service, DepoSummary Pro, and our medical record summary service, RecordSummary Pro.

To learn more about how to safeguard your confidential information, you need to be aware of potential vulnerabilities so you can take the necessary measures to mitigate risks. Download our checklist, 10 essential cybersecurity questions to ask potential vendor partners, to learn more.