AI and privilege after United States v. Heppner: what legal teams should know. Read the analysis →
Privilege AI for Law Firms · Early access

Use AI with your clients. In the same session.

The law firms version of Privilege AI lets a firm and its clients put AI to work together: the attorney and the client in one privileged workspace, every conversation on a matter, every answer recorded with its citations, its model, and who was present. Your clients get AI with counsel in the room. You get the record that supports privilege.

Early access opens to firms in order of sign-up · No commitment · Firm email preferred
Made by AgencySOC 2 Type II · ISO 270010 matters trained on
Matter · 2026-0417 · Vendor terminationPrivileged
Present in this session
J. Rivera · Partner · your firmD. Chen · COO · client
D. Chen · clientWe want to end the logistics contract early. What’s our exposure if we give 30 days instead of 90?
Claude Opus 5.5 · directed by J. RiveraUnder §14.2 the shortfall is 60 days of fees plus any documented wind-down costs; the limitation clause in §18 caps this at… [1] MSA §14.2 · [2] §18.1
J. Rivera · counselAgreed on the math. Before you send notice, let’s talk about the cure period — I’m flagging this for a call.
Ledger · #4,112 · SHA-256 chainedHold: on
What changes

Your clients already ask AI the questions they used to ask you. Now you’re in the room.

In United States v. Heppner (S.D.N.Y., 2026) a client's own AI chats were not privileged, and sharing them with counsel afterward did not change the result.

For the firmA standing seat in every client's AI.

You authorize how each client uses AI, you are present when they do, and the record names your firm. Questions that would have become a 6 p.m. phone call arrive as a flagged session you can answer in context.

For the clientAI with a lawyer in it, not after it.

Executives, managers, and HR get Claude and ChatGPT inside a workspace their counsel runs. Fast answers for the routine, counsel's attention for the consequential, and nothing discoverable that shouldn't be.

For privilegeThe facts a privilege claim needs, created automatically.

Who was present. Who directed the work. Which matter it belonged to. What the model said and what counsel said about it. Hash-chained, exportable, sealed from the operator.

United States v. Heppner · AI & legal privilege

Bring your clients’ AI questions into the matter sooner.

Clients are already using AI to think through disputes, contracts, and business decisions. Heppner shows why reviewing those exchanges afterward may leave a gap. Explore a workflow where your firm can establish the legal purpose, direct appropriate AI use, and retain the record alongside the matter. Your lawyers make the legal judgments; Privilege AI supports the process.

How it works

Three steps from engagement letter to shared session.

01Open the client workspace.

Create a Privilege AI tenant for a client under your firm, or accept the attorney seat in a tenant the client already runs. Matters map to your matter numbers; isolation is per client.

Firm admin · 15 minutes
02Set the rules. Invite the client.

Choose which questions escalate to the attorney seat, which models and keys apply, and the retention and hold schedule. The client's executives, managers, and HR sign in on Web, Windows, Mac, iOS, and Android.

Partner or counsel · policy templates included
03Work together, on the record.

The client asks; the model answers with citations; counsel directs, corrects, or takes it to a call. Detections from the client's Privilege Watch route to the firm. Every step lands in the ledger.

Ongoing · billable to the matter
Built for firms

What the firms version adds.

01Attorney seats across client tenantsOne login; every client you advise. Seats are per attorney, not per client.
02Per-client isolation and conflictsNothing crosses between clients. Ethical walls are enforced at the tenant and matter level.
03Matter numbers and billing codesSessions carry your matter number; time in session exports to your billing system.
04Protective-order awareRestrict which models, keys, and participants a matter under order may use.
05Client detections, routed to youWhen a client's Privilege Watch flags a legal question outside the workspace, the firm sees it first.
06Your keys or theirsClaude Fable 5.1, Claude Opus 5.5, and ChatGPT Astra 6 on the firm's keys, the client's keys, or a system key. 0 matters trained on.
Early accessFounding firms get the product shaped around them.
Founding-firm pricingLocked for 24 months
Design-partner inputMonthly sessions with the product team
OnboardingAgency compliance engineers, first three clients
TimingInvitations in cohorts, in order of sign-up
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We reply by email · No commitment
Implementation and onboarding

Turn the policy into a working deployment.

Plan how legal, security, and business teams will use the platform together. Enterprise plans list support from an Agency compliance engineer, and the law-firm early-access program describes onboarding for initial client tenants. Discuss your deployment scope, participating teams, and support needs with us.

Questions

What partners ask first.

Does the client buy it, or do we?

Either. A firm can run client tenants under its own plan and bill them through the engagement, or a client on any Privilege AI plan can grant the firm an attorney seat. Both appear in the same firm console.

Do we have to watch every session?

No. You set which questions escalate to the attorney seat and which the client can run under your standing authorization. Everything is on the record either way; your attention goes where you decide.

Who holds the data?

The client's tenant holds the client's matters; the firm holds its own. Retention and hold are set per matter by counsel. Keys can be the firm's, the client's, or a system key, and 0 matters are trained on.

When does early access start?

Invitations go out in cohorts, in order of sign-up. Founding firms start with up to three client tenants onboarded by Agency's compliance engineers.

Be the counsel in the session
for every client you have.