AI Policy

Artificial intelligence is changing how legal work gets done. We believe clients, referral partners, and the attorneys we work alongside deserve a clear, honest account of where AI fits into our workflow, where it does not, and how we protect the information you entrust to us.

This Policy applies to Partner Counsel and Partner Counsel AI (collectively, "Partner Counsel"), including all attorneys, staff, and contractors who work on matters through our service.

Our use of AI is governed by five principles:

• Attorney accountability. A licensed attorney is responsible for every piece of work product delivered. AI does not exercise legal judgment.
• Confidentiality first. Privileged and confidential client information is protected at every stage. AI tools are selected and used with that obligation in mind.
• Transparency. We tell you when AI is part of our process and describe how it is used.
• Accuracy and review. AI-assisted output is reviewed and corrected by an attorney before it leaves our office.
• Client choice. If you prefer that your matter be handled without AI-assisted preparation, we will accommodate that request where reasonably possible.

AI tools support a defined set of internal functions, including:

• Document review and summarization. Identifying provisions, inconsistencies, and items requiring attorney attention in documents we are asked to review.
• Research support. Surfacing authorities, definitions, and cross-references for attorney verification against primary sources.
• Intake processing. Organizing, classifying, and routing intake information so the appropriate attorney can evaluate the matter efficiently.
• Operational tasks. Scheduling, summarizing internal notes, improving readability of internal documents, and similar back-office functions.

AI is not used to:

• Render final legal advice or judgment;
• Sign, approve, or authorize work product on behalf of an attorney;
• Communicate substantive legal advice directly to clients without attorney review;
• Make decisions about whether to accept a matter, conflicts clearance, or scope of representation;
• Process privileged or confidential client information through public or consumer-grade AI tools.

We take active steps to protect the information you share with us when AI is part of our workflow:

• Tool selection. We use enterprise or business-tier AI services with appropriate confidentiality, no-training, and data-handling commitments. We do not use free or consumer-grade AI tools for client matters.
• Minimization. We share with AI tools only what is reasonably necessary for the task. Identifying details are removed or redacted where possible.
• No training on your data. Our AI providers are required to not use client-matter inputs to train their general-purpose models.
• Access controls. AI tools are accessed through controlled accounts with role-based permissions and logging.

Every piece of AI-assisted work product is reviewed by a licensed attorney before it is delivered to a client or used in a matter. Review includes verification of legal accuracy, alignment with the client's facts and goals, and conformity with the governing jurisdiction's law and rules of professional conduct.

AI does not replace the attorney-client relationship or the duty of professional judgment owed to clients. The attorney remains responsible for the work, full stop.

We use AI because, when used carefully, it speeds delivery and reduces cost. We do not use AI uncritically. AI systems can:

• Generate text that is fluent but factually or legally incorrect;
• Cite authorities that do not exist or that have been misinterpreted;
• Reflect biases or gaps in the data on which they were trained, including outdated law;
• Fail to capture the specific facts, goals, or constraints of your matter.

Our attorney-review process is designed to catch and correct these failures before anything leaves our office.

You have the right to:

• Ask which AI tools we use and how they are used on your matter;
• Request that your matter be handled without AI-assisted preparation;
• Decline AI processing of specific categories of information;
• Withdraw any earlier preference about AI use at any time during an active engagement.

We will accommodate these requests where reasonably possible. In some cases, declining AI assistance may affect turnaround time or cost, and we will discuss that with you in advance.

Partner Counsel maintains internal standards governing the selection, configuration, and monitoring of AI tools used in our workflow. These standards are reviewed periodically and updated as professional-responsibility guidance evolves. Attorneys and staff are trained on the appropriate use of AI tools and on their obligations under this Policy.

Any AI-powered tools made available through our public website (for example, informational chat features) are provided for general informational purposes only. Interacting with such tools does not create an attorney-client relationship and does not constitute legal advice. See our Terms of Service for details on how an attorney-client relationship is formed.

AI capabilities and professional-responsibility guidance are evolving rapidly. We will update this Policy as our practices and the surrounding rules evolve, and we will revise the "Last updated" date above accordingly.

Questions about this AI Policy may be directed to us through our contact page.