We implement bank-grade security with AES-256 encryption and strict access controls. All data is segregated by client and matter, with automatic Chinese Walls enforcement. For securities-specific content, we maintain additional safeguards for material non-public information (MNPI) and insider trading prevention. Your data never leaves your chosen jurisdiction, and you retain full control over data deletion. As a professional matter, once you verify the security processes above and our terms, you can input information as you would to any other trusted cloud-based tools like Google Workspace, Slack or Asana, as long as you verify the security and policies of the provider—in this case, Finiti. Privilege is maintained. This answer is based on California Bar Generative AI Practical Guidance, which explains that lawyers have a duty to review the security of Gen AI providers like they do any other IT provider. The specific guidance is that a lawyer may input confidential client information provided that the lawyer investigates to “ensure that any AI system in which a lawyer would input confidential client information adheres to stringent security, confidentiality, and data retention protocols.” In other words, you should review the security and privacy policies of your AI vendors, as you are doing by reading this. Other state bars and the American Bar Association agree – see ABA Formal Opinion 512.