Which AI tools need consent and which do not (the control question)
Lesson 4 of 6 · Client data and s. 7216
1 · Learn the move · Comparison matrix
The question is not which vendor. It is who controls the data once it leaves your screen. A tool under a firm agreement, with no training on inputs, a stated retention period and a data processing agreement, keeps the information under terms the firm chose; that is the posture OPR described as secure and enterprise-approved [P]. A consumer plan on the same vendor's model keeps it under terms the vendor chose for the public, and may train on it [P]. The matrix has four columns: who can see it, is it used to train, how long is it kept, is there a signed agreement with the firm. Fill it from each vendor's own page, with the date you read it, because every one of these changes. A row that reads 'no training, stated retention, firm agreement' is the row for de-identified work with a consent on file for anything more. A row with a 'may train' in it is the row for nothing identifiable, ever. The dated vendor notes under this lesson hold what each page said when it was read; the lesson states none of it as current. Draft copy, not legal advice.
Build a control matrix for the AI tools my firm is considering. Rows: [the tools and plans, pasted]. Columns: who can see what I send | used to train | retention | agreement with the firm. Fill each cell only from the vendor page text I paste, quoting the line, or write [NEEDS: the line from the vendor page] if the text does not say. Add a final column, 'what goes in', with exactly one of: nothing identifiable | de-identified only | de-identified, and named-client work only under a signed consent. Never upgrade a cell because a vendor is well known. Date the matrix with the date I read the pages.
2 · Your turn. You write the prompt
Three preparers at Harlow & Vance use three different tools: one on a personal consumer plan, one on the firm's business plan, one through an API key a developer friend set up. The partner wants one table, one answer per tool, before busy season. Each vendor's page says something different and two of them changed last quarter.
Write the prompt for this scenario as given, or swap in a real one from your own work. The score works the same either way.
Remember: the AI sees only your prompt, not this page. If the situation isn't in your prompt, it doesn't exist.
Optional. These shape the output when you run your prompt below, not your score.