Agree handling before sharing.
Know who may see the file, which tools may be used and how the file will be returned or retained.
What to know
Keep the enquiry limitedShare a short enquiry without sensitive files.+
The public form starts your service request. Keep sensitive case details and confidential files out of it; agree a document-sharing channel and professional handling terms with the team first.
Set the handling termsAgree access, tools and handling before transfer.+
Before accepted support begins, specify authorized users, permitted tools, transfer channels, storage, retention and incident contacts. Controls are confirmed for the actual project; no universal security certification is claimed.
For a firm-led fileYour firm determines professional and client duties.+
Instructing counsel decides what may be supplied and keeps professional supervision and final judgment. AI processing requires the expressly agreed and verified arrangement.