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Wilftek Artificial Intelligence Policy

Effective Date: January 12, 2026

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1. Purpose and Commitment

Wilftek LLC (“Wilftek” or “we” or “us”) is committed to the responsible, transparent, and ethical integration of artificial intelligence (“AI”) technology in the practice of law. This policy outlines how Wilftek governs its use of AI tools internally and for client matters. We may update this policy from time to time by posting a new version on the Wilftek website.

As a technology and intellectual property firm, we use AI to enhance efficiency and precision, not to replace the judgment, experience, and accountability of our professionals.

Our objectives are:

  1. To ensure that clients benefit from advanced technologies that improve the quality of legal services;

  2. To continue to meet our ethical obligations of confidentiality, professional responsibility, and regulatory compliance across every engagement; and

  3. Where appropriate, reduce the total fees paid by our clients for the same amount and quality of legal services.

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2. Governance and Oversight

•    Responsible Oversight. Oversight of all AI activity rests with the managing partner and the professional responsible for each matter. As part of this oversight, the managing partner may review AI-related issues with firm professionals who are currently certified by the IAPP (iapp.org) as AI Governance Professionals (AIGPs).
•    Approval Process. All AI systems and language models used in firm or client work must receive prior approval from the managing partner.
•    Review Cycle. This policy will be reviewed and may be revised as needed in response to legal, regulatory, or technological developments.

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3. Principles Guiding AI Use

Wilftek’s approach to AI is rooted in the following guiding principles:

  1. Human Accountability. AI augments, but does not replace, the independent professional judgment of licensed professionals.

  2. Confidentiality. Client data is never shared with external AI systems without written consent, which may be granted by email or other communications we specify.

  3. Transparency. Each client may request information about the firm’s use of specific AI tools on their matters.

  4. Security. Only AI systems meeting security and compliance standards that we deem appropriate are approved for use.

  5. Competence. Professionals using AI are required to understand the capabilities, limitations, and ethical implications of each AI tool they use.

  6. Oversight. AI tools are evaluated for reliability, accuracy, and risk.

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4. Permitted Uses of AI

Wilftek employs AI systems to improve efficiency and enhance the firm’s ability to serve clients.

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4.1. Permitted Applications

Except as otherwise required by a client, Wilftek will use AI tools for the following purposes:

  • Contract drafting and redlining: using AI tools to accelerate the development of initial drafts or to compare and analyze versions for professional review.

  • Legal research: synthesizing statutes, regulations, and cases to supplement professional analysis.

  • Document automation: generating template-based agreements and correspondence, reviewed before use.

  • Internal operations: managing workflows, calendaring, or general knowledge retrieval.
     

4.2. Human Review Requirement

All AI-generated material must be reviewed and approved by a professional before being relied upon or shared externally. AI output is treated as an unverified draft until validated by human review.

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5. Client Consent and Transparency

  • Wilftek uses AI in client work only with the client’s express written consent, which may be provided via the initial client engagement letter or by other written communication.

  • As noted above, each client may request disclosure of:

    • Which AI systems were used on their matters;

    • How outputs were incorporated into their deliverables; and

    • What safeguards were applied to preserve privilege and their confidentiality.

  • Clients who do not consent will have their matters handled exclusively through traditional, human-only workflows.
     

6. Confidentiality and Data Handling

Wilftek safeguards all client and firm data through information-security practices  designed to prevent unauthorized access, use, or disclosure.

  • No Unauthorized Input. Professionals and staff may not enter confidential, privileged, or identifiable client data into an AI system that is not approved in writing by Wilftek’s managing partner or designated professionals..

  • Approved Systems Only. AI tools used for client work must meet or surpass the following standards:

    • AI tool providers must have at least a SOC 2 or ISO 27001 certification;

    • The AI tool must automatically opt-out all client data from training, and preferably also support a “zero data retention” policy;

    • Data is stored in the United States or in a jurisdiction approved by the client in writing.

  • Private Environments. At a client’s request, Wilftek may deploy or access a secure, non-public AI “sandbox” environment for document review or analysis. Any associated licensing, infrastructure, or usage costs may be the responsibility of the client.

  • Records of AI Use. The firm will maintain records of its use of AI tools for at least 30 (thirty) days after the date of the applicable client invoice, and will provide such information to the client upon request.

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7. Model Selection and Due Diligence

Wilftek evaluates AI systems based on the following criteria, which we expect will evolve over time:

  • Performance and Reliability. Preference for frontier-grade commercial models offering more-reliable accuracy and contextual reasoning, versus  consumer-grade models.

  • Testing and Validation. All models undergo internal testing by professionals before client deployment.

  • Transparency and Compliance. Preference for vendors with clear disclosures about their data sources, licensing, and model architecture.

  • Indemnification. Wilftek favors AI providers that contractually indemnify users against intellectual property or data-related claims.

  • Ongoing Evaluation. Wilftek regularly monitors vendor policies, emerging risks, and model updates.

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8. Intellectual Property and Ownership

In choosing and using AI tools, Wilftek considers the following:

  • Training Opt-Out. Wilftek strictly prohibits AI providers from training their AI tools on any firm or client data.

  • Consideration of Originality. We don’t expect that we will be able to validate whether AI outputs infringe any third party’s copyrights, trade secrets or other rights, but we will not use any outputs that we know infringe the rights of third parties.

  • Third-Party Rights. The firm prefers to use AI tools from AI providers that provide reasonably clarity about, and an indemnity clause regarding, training data provenance and output rights.

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9. Professional Responsibility and Ethics

Wilftek’s use of AI is governed by the ethical rules in each state in which Wilftek practices, including the Pennsylvania Rules of Professional Conduct and New Jersey Rules of Professional Conduct. This policy aligns with PBA Formal Opinion 2024-100, which underscores attorney supervision, informed client consent, and accuracy verification when using generative AI.

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10. Training and Competence

Wilftek endeavors to train all professionals and staff so they remain competent in emerging AI technologies by:

  • Conducting regular internal training sessions;

  • Participating in relevant CLE programs on AI law, governance, and ethics;

  • Monitoring developments in AI regulation, litigation, and bar guidance; and

  • Encouraging firmwide discussion and knowledge sharing around best practices.

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11. Transparency and Client Engagement

Wilftek invites open dialogue with clients about AI. We provide our clients, upon request:

  • An explanation of how AI tools enhance service delivery;

  • Disclosure of safeguards protecting client data; and

  • Optional AI Risk Assessment and Compliance Audits as standalone service offerings.

We believe transparency fosters trust and helps clients adopt AI responsibly within their own organizations.

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12. Monitoring, Incident Response, and Enforcement

  • Monitoring. The firm monitors the performance, accuracy, and compliance of all approved AI tools.

  • Incident Response. Any potential data exposure or system misuse is investigated promptly and remediated under the firm’s cybersecurity protocol.

  • Corrective Measures. Violations are handled internally on a case-by-case basis, with possible disciplinary action or tool suspension.

  • Ethics Escalation. Any professional uncertain about an AI-related ethics issue must escalate the matter to the responsible attorney for review.

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13. AI Responsibility Statement

At Wilftek, we believe the responsible use of AI improves our ability to provide efficient and effective legal services to our clients. Our professionals remain at the center of every client engagement, so that technology serves the values of accuracy, confidentiality, and professional judgment.

We commit to:

  • Using AI transparently and only with client consent;

  • Reviewing every AI-assisted work product by a human professional;

  • Protecting all client information from unauthorized disclosure or use; and

  • Continuously updating our practices as the legal and technological landscape evolves.

We welcome scrutiny, dialogue, and collaboration from clients and peers who share our commitment to ethical use of AI technology in law.

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