The ABA Model Rules ask lawyers to make reasonable efforts to keep client information from being shared without permission. ABA Formal Opinion 483 adds that lawyers must tell current clients when a breach involves their confidential information.
AI is part of this now. ABA Formal Opinion 512 says lawyers must understand the AI tools they use, keep client information confidential, and supervise staff. Client consent is generally needed before client information goes into a tool that learns from it.
New York lawyers must also complete a cybersecurity, privacy, and data protection CLE credit. The NY SHIELD Act asks businesses that hold New Yorkers' private information to keep reasonable safeguards, and since March 2025 that includes medical and health insurance details.
We are an IT company, not a law firm. This is not legal advice. Ask your own counsel what applies to you.