AI Compliance Library

Engagement Letter AI Disclosure Clause Templates for Law Firms | Polygraf AI

Published on

Engagement Letter AI Disclosure Clauses for Law Firms

Four ready-to-use versions — from minimal background disclosure to full document-processing consent.

Managing partners, ethics partners, and office managers at law firms updating engagement letter templates in response to Heppner, ABA Formal Opinion 512, and client requests for AI governance transparency.

Every attorney using AI on client matters faces the question: do I need to tell my client, and if so, what do I say? The answer depends on the nature of the AI use. A single clause doesn’t fit every situation. Firms need options matched to different levels of AI involvement.

Four engagement letter clause versions with guidance on which to use: Version A (background AI use — minimal disclosure), Version B (AI-assisted substantive work — standard disclosure recommended for most firms), Version C (AI processing of client documents — requires affirmative consent), and Version D (privilege protection statement for matters with discovery or regulatory production exposure). Plus court and tribunal AI certification language.

Subscribe to our newsletter

NEWS & More

Insights & Updates from Polygraf.

Blog Posts

Every AI agent your company deploys creates a new identity. Most are unmanaged, over-privileged and never revoked. This is the identity crisis of 2026's breach wave.

Blog Posts

AI agents don't just respond to prompts - they plan, use tools, access memory, and take actions across enterprise systems. Each capability adds a distinct attack layer. Most enterprise security

To learn more about Polygraf, please get in touch.

At Polygraf, we envision a future where AI augments human capabilities without compromising safety, privacy, or ethical standards. Trust in our commitment to building this future with you.

Products

thank you

Your download will start now.

Thank you!

Please provide information below and
we will send you a link to download the white paper.