r/legaltech
How to keep sensitive information safe?
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Hi all, I work in Pricing at a mid-sized, national law firm. It seems that every conference and webinar is about leveraging AI to help with Pricing. I realize there is some inherent risk in using AI, but what are the "safe" ways to leverage AI when it involves sensitive client information? Mainly time entries and financial performance. At a recent conference, there was discussion about granting Claude access to our data warehouse to review time entries, normalize data, look up historic performance based on this info. It sounds fantastic, but without safeguards on my data, this seems like an unsafe practice. Is my only option something like Harvey, or some enterprise product? Use a tool to anonymize data? Our finance team is small, so likely would only be 2-3 users at this stage. I'd say my firm is a bit behind the curve in that only in this past week Copilot was rolled out. It has access to my inbox, so should I just leverage that for what it's worth? Given email likely contains far more sensitive information than time entries and client performance, could this be leveraged to look at our data warehouse? Also, I apologize if this is a wildly noob questions - I'm fairly new to using AI in a professional sense, I see tremendous upside - I'm just unsure of what that "first step" is. Thanks!