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Generating IA in Legal: How to Use With Responsibility Without Exposing Customer Data

Lucas Montarroios
Lucas Montarroios

Generating AI tools can be useful in legal and business tasks, provided they are used strategically and curated, without exposing confidential customer data.

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Yes, it is possible to use generative AI in legal work with responsibility — provided clear limits are established, human curatorship and strict protection of confidential data. Tools such as ChatGPT and similar can assist in tasks such as contract review, jurisprudence research and writing minutes, but require active supervision to avoid leaks and dangerous hallucinations.

Generating AI can increase efficiency across multiple fronts: writing professional emails to customers, summary of long court decisions, generation of first draft petitions and even preliminary analysis of contractual clauses. In the article of Above the Law, the author reports using technology to create minutes of contracts, saving hours of manual labor. The key was to treat the result as a starting point, not as a final product — always reviewing each sentence in the light of the specifics of the case.

The greatest danger is the exposure of confidential customer data. Many AI tools train with the content inserted by users, which may violate professional secrecy. To bypass this, never enter identifiable names, process numbers or personal information. Another risk is hallucinations — AI can invent jurisprudences or quotations that seem true. The mitigation is simple: check each reference in official sources. Human curatorship is not optional; it is what separates responsible use from amateur.

Although the Brazilian Bar Association (OAB) does not yet have a specific regulation for generativa AI, the general ethical principles of prudence, competence and confidentiality already apply. Use technology only as a support tool, never as a substitute for professional judgment. In addition, document the use of AI in each case — write down which parts were automatically generated and which parts were edited by you. This protects the professional in possible supervision and enhances transparency with the client. The litigation scenario involving copyright content generated by AI, as in the case of Editors process Microsoft and OpenAI for scraping content: 'Billions stolen from creators', shows that the regulatory environment is evolving.

Can I use AI to draft initial petitions?

Yes, as long as you fully review and customize the text, ensuring that it meets the peculiarities of the case and does not expose confidential information.

How to ensure that customer data does not leak?

Never enter real data into the prompt; use generic or anonymized descriptions. Prefer tools that offer contractual guarantees of non-storage and local processing.

Generating AI replaces the lawyer?

Nope. AI is a support tool to increase productivity, but legal responsibility and critical judgment remain exclusively human.
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Lucas Montarroios

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Lucas Montarroios

Sou Lucas Montarroios e dediquei os últimos 15 anos à linha de frente de operações de telecom e data centers. Minha carreira sempre foi pautada por um foco implacável: transformar tecnologia e cenários críticos em oportunidades reais de negócio. No novidades.ia.br, trago essa visão executiva para o universo da IA. Especialista em produtos, mercado e ferramentas práticas de IA. Minha missão aqui é filtrar o ruído do mercado, analisando benchmarks, estratégias de grandes empresas e ferramentas práticas.

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