Setup Guides

Step-by-step privacy and security guides for configuring AI tools safely for legal practice. Vendors change their settings and policies, so check the date on a guide before you rely on it.

How to configure ChatGPT before using it for legal work in England and Wales: training and memory settings, what not to paste, and how to check output

Trains on data:No (if configured)

Data residency:UK storage on Enterprise only; not stated for other plans

Enterprise option available

Essential

10 minutes

Claude

How to configure Claude before using it for legal work in England and Wales: the model training setting, memory, projects, what not to paste, and how to check output

Trains on data:No (if configured)

Data residency:US storage; processing may be routed through other regions

Enterprise option available

Recommended

10 minutes

Gemini

How to use Google Gemini for legal work in England and Wales: why a Google Workspace account matters, the admin settings to confirm, what not to paste, and how to check output

Trains on data:No (if configured)

Data residency:US or EU on supported Workspace editions; no UK option

Enterprise option available

Recommended

10 minutes

Grammarly

How to configure Grammarly before using it near legal work in England and Wales: the training setting, where to turn it off, what not to type, and when to leave it out altogether

Trains on data:No (if configured)

Data residency:US (Amazon Web Services, US East)

Enterprise option available

Recommended

10 minutes

Microsoft Copilot

How to use Microsoft 365 Copilot for legal work in England and Wales: the difference between the work and consumer versions, the admin settings to confirm, what Copilot can reach, and how to check output

Trains on data:No (if configured)

Data residency:Follows the Microsoft 365 tenant; prompts may be processed in the US, EU or other regions

Enterprise option available

Recommended

5 minutes

Perplexity

How to configure Perplexity before using it for research in England and Wales: the AI data setting, sharing, what not to search for, and how to check what it finds

Trains on data:No (if configured)

Data residency:Not stated by the vendor on the pages checked

Enterprise option available

Optional

10 minutes

Notion AI

How to configure Notion AI for a law firm in England and Wales: what it can reach, where data is stored, the settings to check, and why client files belong elsewhere

Trains on data:No (if configured)

Data residency:US by default; EU, Japan or South Korea on Enterprise; no UK option

Enterprise option available

Why Safe Setup Matters

⚖️ Professional Conduct

The SRA Code of Conduct requires solicitors to keep the affairs of clients confidential. These guides show which settings affect that duty.

🔒 Data Protection

Default settings on AI tools often share your data for training. Learn how to disable this and protect sensitive client information.

✅ Output Verification

AI can invent cases and citations. Check what a tool produces against the source before you rely on it.