AI and privilege after United States v. Heppner: what legal teams should know. Read the analysis →
Industries · 09 · Construction & Real Estate

Bids, plans, and project data move between dozens of contractors. AI makes it one click.

Estimators compare bids. Project teams summarize client plans and security-sensitive infrastructure information. Everyone works with partners who have their own tools. Privilege AI keeps confidentiality obligations intact across contractors, discovers unauthorized cloud and AI use, and lowers dispute and remediation costs.

Data at riskProperty plans · bids · infrastructure data · client documents
ObligationsContractor confidentiality · bid restrictions · third-party access
BuyersCISO / CIO · COO / Head of Projects · General Counsel
Governed by03 Agent · 01 Privilege AI · 02 Watch
Who buys, and why

Three offices, three reasons.

CISO / CIODiscovers unauthorized cloud and AI use.

Protects property plans, customer documents, and commercially sensitive project data. Applies controlled file-sharing and third-party access requirements to discover unauthorized cloud and AI use.

03 Agent · 02 Watch
COO / Head of ProjectsKeeps confidentiality across contractors. Improves productivity.

Prevents exposure of client plans and security-sensitive infrastructure information. Maintains confidentiality obligations across contractors to improve project productivity.

01 Privilege AI · 02 Watch
General CounselLowers dispute and remediation costs.

Reduces client, contractor, and confidentiality disputes. Applies contractual restrictions to bid, design, and project information to lower dispute and remediation costs.

01 Privilege AI
Threat vectors

Where it happens on a project.

Preconstruction · EstimatorCompares subcontractor bids and quotations with AI.Multiple subcontractors' restricted bids are uploaded to an unapproved comparison tool. High risk of bid-confidentiality claims and loss of negotiating position.Sponsor: Head of Preconstruction · Decides: CIO / CISO
Operations · Project / Delivery ManagerSummarizes client plans and project progress with AI.Restricted client specifications and security-sensitive infrastructure files are uploaded to an unapproved workspace. High risk of contractual confidentiality claims and project damage.Sponsor: COO / Head of Projects · Decides: COO + CIO / CISO
Legal · In-house CounselReviews contractor agreements, change orders, and claims with AI.A disputed change order or legal position is uploaded to unapproved AI. Very high risk of confidentiality claims and privilege implications in a dispute-heavy industry.Sponsor: General Counsel · Decides: GC with CIO / CISO
United States v. Heppner · AI & legal privilege

Give project disputes a counsel-directed AI workflow.

Change orders, delay claims, bid disputes, and defect allegations can involve restricted plans, correspondence, and financial information. Before AI helps assemble the story, establish the legal purpose and permitted inputs with counsel. Keep ordinary project records distinct from legal communications and preserve relevant material when required.

The platform, applied

Confidentiality that survives the hand-off to the next contractor.

01 · Privilege AIA matter per project, counsel on the claims.

Bid, design, and project information handled under the contract's restrictions per matter; change orders and claims worked with counsel in the session, on the record. 0 matters trained on.

Privilege AI
02 · Privilege WatchThe plan that left, detected.

Detections of client plans, bids, and infrastructure information across Claude, ChatGPT, and the Agent, routed to legal and project leadership.

Privilege Watch
03 · Privilege AI AgentUnauthorized cloud and AI use, discovered.

Controlled file-sharing and third-party access enforced on the workstation; unauthorized cloud and AI tools detected across 120+ categories and alerted to the CISO.

Privilege AI Agent
Contractor confidentialityBid restrictionsCritical infrastructureSOC 2 · ISO 27001

Fewer disputes.
Faster projects.