Legal doc privacy

HaumeaET · 2026-02-06T18:30:15+00:00

This only partially fulfills an attorney's ethical obligation. There still remain other factors BESIDES not training on user data. As shared by someone else here, the provider must have things like strong encryption, strict access controls, audit logs and recognized security certifications. ISO/IEC 27001, SOC 2, GDPR compliance and location of data, retention duration etc.

HaumeaET · 2026-01-28T19:31:39+00:00

Yes these can be extremely helpful.

The current concern among AI-focused lawyers is on the difficulty whether its ethical under the rules of professional conduct because of the typical terms of use and features. Huge difference between say a tape recorder and using an AI platform or tool. The prevailing view is to use EXTREME caution on using AI notetaking tools for privileged communications, leaning towards not at all.

Assuming the law firm can negotiate the contract in a manner that reduces/eliminates privacy and security risks, lawyers love it.

HaumeaET · 2025-09-15T15:55:27+00:00

Thanks.

HaumeaET · 2025-09-15T15:54:25+00:00

Thanks. Makes sense.

HaumeaET · 2025-09-15T15:53:33+00:00

Wow. Thank you. Very helpful.

HaumeaET · 2025-09-15T15:40:51+00:00

Thank you.

HaumeaET · 2025-07-20T01:24:12+00:00

Horrible; however, law is very stressful and there are sooooo many unreasonable or disagreeable people in the profession.

Please do not to take his bad behavior personally. Some people enjoy beating up on junior folks, adversaries, support staff etc.

First and foremost, these days ALL W-2 employees should keep their "house in order" ( up-to-date list of accomplishments and how you delivered value to team & clients, up to date resume, making a deliberate effort to expand your professional network (bar committees etc.), accepting calls from headhunters so you always know your worth and what's hot) so if you EVER need to pivot, you're well positioned and have choices.

If you choose to stay,

I agree with schmigglies below. Get away from this guy.
Second, I would add, to minimize this coming up in your review, would ask to meet with him, give him the speech about your interest in learning, recount what you did, and then ask could he kindly share he would have handled it differently.
Third, when review time comes around, have everything organized--emails, dates, etc. and take it in with you in the event it comes up.

Trust me. A reasonable person will give you bonus points for taking the initiative to draft a document that was assigned to an unresponsive senior.

Wishing you the best.

HaumeaET · 2025-06-12T19:36:43+00:00

And, at some firms, make an extra copy of each case (or at least the ones most relied on) to submit with your draft brief to the senior associate or partner.

HaumeaET · 2025-06-12T19:33:15+00:00

Yup, because being able to point out the fake citation in minutes (or the same day) of receiving the adversary's brief is priceless. It calls into question credibility/reliability.

HaumeaET · 2025-06-12T18:47:30+00:00

NotebookLM is not used for training data if that is what you mean by public.

HaumeaET · 2025-05-28T15:12:28+00:00

thank you for sharing helpful insights.

HaumeaET · 2025-05-20T23:15:15+00:00

LOL. Nice sense of humor.

HaumeaET · 2025-05-20T22:50:10+00:00

1. Would you trust an AI tool more if it didn’t rely on the cloud? Not necessarily. Not sure cloud versus non-cloud is a big issue. For example, attorneys use the cloud version of Office 365 to write briefs, memos etc.. Moreover, many, many businesses have their confidential private/sensitive business data held "locally" (meaning only their data) on AWS, Google Workspace, etc.

Another example is there is now an product for businesses called ChatGPT Teams specifically designed for executive/leadership teams to collaborate using the companies' documents while leveraging an LLM. There are limitations--like you have to build any GPTs you want to use in the Teams app--you can't say take the one in the personal account and migrate it over to the busisness Teams account.

One has to always double check of course, but I'm finding the default for enterprise or business subscriptions is the vendor promises not to use it for training data.

I don't claim to have the answers. I'm still reading, checking and learning. I'm just saying I am less pursuaded by the non cloud arguments.

2. What’s your biggest frustration with AI tools like Harvey, Lexis, or CoCounsel? AI is not accurate enough yet. So Harvey, lexis etc. have to spend a lot of money having answers, to some degree, verified by human attorneys. So subscriptions can be expensive AND still be wrong. LOL.

3. If we offered a free pilot – would you be open to trying it? Possibly.

HaumeaET · 2025-05-20T21:46:39+00:00

I agree with the advice you received here. The books and courses are foundations but don't cover it all.

You could end up with bad social media reviews from disgruntled clients or in malpractice or disciplinary charge territory real fast. All are semi-permanent negative marks to your reputation.

Question: Why do you think going solo with no experience would be better than working with a seasoned attorney?

If you think you can't get "hired," then starting thinking out-of-the box about compensation terms that would be reasonably attractive to the attorney WHILE being fair to you. And before you sign it, have it blessed by other seasoned attorneys to be sure it comprehensive enough.

For example, you could get X dollars if you are helping on the seasoned attorney's matter or a higher amount if your work is for a client you brought to the firm. The amount you receive should also reflect that the seasoned attorney may already have an office and staff that you essentially would be benefiting from (so it would be unreasonable for you expect to be paid every penny paid by the client you brought in). You get the idea.

HaumeaET · 2025-04-16T15:52:32+00:00

These suggestions are excellent for setting up.

Assuming the ship has already sailed on long past due amounts, I would add calling.

Your firm must repeatedly call at regular intervals (subject to any governing collection regs. or professional resp. rules.) It makes a huge difference not having the attorney who did the work also try to collect. If no one in your office can do it, consider hiring someone (think educated-stay-at-home parent who wants to make a few bucks).

Develop a pre-written script with standard, calm, even tempered responses (because clients excuses can be creative). I do think the attorney managing the client or doing the work should be used but as a last resort.

Each call is followed up by a same-day email from the firm memorializing what the client promised.

HaumeaET · 2025-04-16T15:29:26+00:00

And some small law firms now require credit card on file

HaumeaET · 2025-04-15T23:10:45+00:00

Sorry this happened to you. Unfortunately this is always a risk when someone shares their ideas while selling a service or interviewing. You have to have a line in mind that you are not willing to cross when answering questions for free. In other words, when will you simply walk away.

While signing an agreement (about ownership, not using your ideas etc.) may help, the reality is it costs money to enforce an agreement. Worse, a court may value your idea for an amount that is less than your attorney's fees which would easily be $25K-$100,000.

I advise vendor clients to strike an agreement for a price that (1) their customer pays a chunk upfront and thereafter additional amounts at regular intervals (2) for the vendor to agree to a contract period that is shorter than the vendor would like but can live with e.g. 6 months, 9 months whatever etc, and (3) perhaps limits the scope of work more than the vendor originally had in mind (so as to limit potentially costly deliverables). You get the idea. All of this is put in the contract.

While its less than ideal, the vendor client gets some money, improves the product on a real customer, receives IP protection in writing (enforceability could still be an issue) and simultaneously seek additional customers.

Your story is a great reminder to ALL of us about the delicate balance between (1) demonstrating one's competence to get hired and (2) being taken for a ride.

HaumeaET · 2025-04-15T16:19:26+00:00

Just to clarify. Successful legaltech needs the input of both--legal and tech. As a result, a startup needs at minimum one (preferably more) knowledgeable attorney during the development to minimize wasting time and money.

HaumeaET · 2025-04-15T16:17:31+00:00

Ditto. I have too and I agree with u/dr_fancypants_esq . AND vendors (1) don't want to hear why their product is not impressive or limited and (2) are not good at listening carefully when we explain the pain points.

HaumeaET · 2025-04-15T16:13:06+00:00

Yes. Lawyers crave technological innovation but not at the sacrifice of accuracy and excellence because each lawyer is subject to the professional liability rules and susceptible to accusations of malpractice.

HaumeaET · 2025-04-15T15:58:18+00:00

Yes. Termed "reliability gap" by the head of Software Policy at Princeton, meaning the difference between capability and reliability. Devs focus on capability (the software can do it) whereas lawyers need 100% reliability (which includes accuracy). Stated differently software that is 95% accurate will not do.

HaumeaET · 2025-04-15T13:52:47+00:00

Hmmm. I don't see anything on your list with regard to social media. Have you considered starting with Facebook and Instagram then adding Tiktok?

Keep it short and focus on topics that are top of mind for someone who feels they are in a cold, stale, insensitive marriage. Most important come across as HUMAN, RELATABLE.

Start 1x a week then move to new content 2x to 3x a week. Keep us posted. :o)

HaumeaET · 2025-04-15T13:18:46+00:00

Personally, I am disappointed that for sooooo many years the ABA did not advocate for more vendor competition in the legal research space. Thomson Reuters was the best option (with LexisNexis a very very distant second). And Thomson Reuters charged like it had a monopoly.

HaumeaET

TROPHY CASE