AI and privilege after United States v. Heppner: what legal teams should know. Read the analysis →
Industries · 05 · Professional Services & Consulting

One consultant, twelve clients, one chatbot history.

Consultants, auditors, and delivery teams work across engagements with AI — and the signature risk is cross-client leakage: one client's material surfacing in another's deliverable, through a tool that remembers everything. Privilege AI segregates engagements, enforces each client's confidentiality terms, and keeps AI-assisted delivery fast.

Data at riskClient documents · audit evidence · deliverables
ObligationsEngagement terms · client-specific confidentiality
BuyersManaging Partner · CISO · COO / Head of Delivery
Governed by01 Privilege AI · 03 Agent · 02 Watch
Who buys, and why

Three offices, three reasons.

Managing PartnerPreserves client trust while enabling AI-assisted delivery.

Prevents confidential client data from being exposed or reused improperly. Meets engagement terms and client-specific confidentiality requirements to preserve client trust while enabling AI-assisted delivery.

01 Privilege AI
CISOEnforces data segregation and sees cross-client leakage.

Protects client documents, audit evidence, and sensitive deliverables by enforcing data segregation, approved tools, and security controls to monitor cross-client leakage.

03 Agent · 02 Watch
COO / Head of DeliveryStandardizes AI across engagements. Cuts rework.

Reduces costly rework and delays caused by unsafe document workflows. Standardizes AI usage across engagements to increase productivity without exposing client materials.

01 Privilege AI · 02 Watch
Threat vectors

Where it happens in a services firm.

Delivery · Project / Delivery ManagerSummarizes client documents and project progress with AI.Restricted client specs and delivery files are uploaded to an unapproved workspace. High risk of contractual confidentiality claims and project damage.Sponsor: COO / VP Delivery · Decides: COO + CIO / CISO
Assurance · GRC / Compliance AnalystPrepares assessments and control evidence with AI.Client audit evidence and personal data analyzed in an unapproved AI system. High risk of confidentiality breach and regulatory compliance risk.Sponsor: CCO / CISO · Decides: CISO
Operations · Business Process OwnerConnects workflow automation and AI agents across client work.An AI workflow moves client records across apps without a documented approval or owner. High risk of unapproved-processor and contractual exposure.Sponsor: COO · Decides: CIO or COO
United States v. Heppner · AI & legal privilege

Keep client boundaries clear when AI enters the engagement.

Engagement disputes and sensitive client findings can move from delivery teams into AI tools quickly. Establish which information may be used, which questions require counsel, and who should participate. A counsel-directed legal workflow can support an assessment of protection; ordinary consulting deliverables do not become privileged because they share the same workspace.

The platform, applied

Segregated by engagement. Standard across the firm.

01 · Privilege AIA matter per engagement.

Every conversation belongs to an engagement; nothing crosses between them. Each client's confidentiality terms apply at the matter level; counsel is in the session when the terms are the question.

Privilege AI
02 · Privilege WatchCross-client leakage, surfaced.

Detections across Claude, ChatGPT, and the Agent show where one client's material reached another engagement — with reporting the Managing Partner can act on.

Privilege Watch
03 · Privilege AI AgentApproved tools, enforced on the laptop.

Client documents and audit evidence leaving for unapproved tools detected on the workstation, across 120+ categories, with alerts to the CISO and engagement leadership.

Privilege AI Agent
Engagement lettersClient NDAsIndependence & conflictsSOC 2 · ISO 27001

Deliver with AI.
Keep every client's secrets theirs.