ABA Formal Opinion 512
July 2024
Lawyers’ use of generative AI: competence, confidentiality, communication, supervision and fees.
In OrviDeskAttorney approval on every matter, disclosure to prospects, and a record of each step.
Security & ethics
Built for the rules lawyers already follow.
The safeguards aren’t a policy document. They’re the order the software runs in, and it can’t run any other way.
Six safeguards, in the product itself.
- 01
Conflicts before facts
Names are checked before a prospect tells the story, because what a prospective client shares can create duties for the firm (ABA Model Rule 1.18).
- 02
The AI says it’s an AI
Lexi says she’s an AI and can’t give legal advice before she asks a single question.
- 03
An attorney approves
No matter opens, and nothing beyond an acknowledgement goes out, until an attorney decides.
- 04
Nothing assumed
Ruth checks every statement against what the prospect actually said and strikes conclusions nobody made.
- 05
Each firm sealed off
Every firm’s records are separated inside the database itself, so one firm’s session can’t read another firm’s data.
- 06
Every step on the record
Each step records what came in, what was done, and who it went to next.
Ethics guidance
Designed around the guidance on AI.
Guidance changes and differs by state. Your firm stays responsible for how it uses OrviDesk, and this page isn’t legal advice.
The Florida Bar Ethics Opinion 24-1
January 2024
Generative AI in practice: confidentiality, oversight of the tool, fees, and disclosure when a chatbot talks to prospects.
In OrviDeskLexi discloses she’s an AI, and attorneys review before anything is decided.
Oregon State Bar Formal Opinion 2026-208
February 2026
AI in client intake: disclaimers, lawyer review, prompt conflict checks and limits on what AI may do on its own.
In OrviDeskConflicts checked first, disclaimers up front, and approval before action.
Where we are
Before the first firm goes live.
OrviDesk runs today on a fictional demo firm, and no real client data is in it. Before that changes:
- A dedicated server for firm data, separate from shared hosting.
- An independent penetration test.
- The AI provider’s data-use and retention terms, confirmed and given to you in writing.
- Our client agreement and data processing terms, reviewed by counsel.
Book a demo
Bring your hardest questions.
Walk through the safeguards on a live intake with us, and ask about anything your ethics counsel would.