By SmartLawAI · · 4 min read

Key Takeaways

  • Understand how a tool handles information before uploading it.
  • Share only the information needed for the task.
  • Review access, retention, and deletion settings with your team.

Understand the Information You Share

Legal documents can contain sensitive personal and business information. Before introducing an AI tool into a workflow, identify what information the task requires and who is responsible for deciding how it is handled. Review the provider’s current documentation and your organization’s policies rather than assuming every tool works the same way.

Questions to Ask About a Tool

Use these practical steps to bring more structure to your work.

  1. Data handling

    Find out how submitted information is processed and whether it is used for other purposes.

  2. Access controls

    Understand which people can access a workspace and the documents within it.

  3. Retention

    Check how long inputs and outputs are kept and what deletion options exist.

  4. Operational review

    Assign responsibility for evaluating the tool and responding to questions or incidents.

Build a Careful Workflow

  • Use a non-sensitive example when evaluating a new tool.
  • Remove information that is unnecessary for the task.
  • Check sharing settings before inviting collaborators.
  • Revisit the workflow when provider terms or team needs change.

Where This Fits in Your Workflow

Research

Explore questions and organize findings.

Drafting

Prepare a clear starting point for review.

Review

Check sources, context, and completeness.

Collaboration

Share findings and agree on next steps.

How SmartLawAI Can Help

Explore SmartLawAI’s legal analysis, research, and document drafting services to find support for your next task. Start with a clear question, refine the response, and review the result in the context of your work.

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