AI Transparency Notice.

Lexboard uses AI to speed up the heavy mechanical parts of personal-injury practice — summarizing medical records, drafting first-pass demand letters, scoring intake leads, chatting with deposition transcripts — but every AI output is a draft requiring attorney review before it touches a client, a court, or a third party. We do not automate legal judgment. We do not let AI send anything outside the firm without explicit human approval.

• AI-Guided Intake — a conversational interview that captures lead facts, scores viability, and writes the AI summary on the lead record.
• AI Case Analysis — strength, key risks, missing-information assessments on demand for any case.
• Medical Intel / Chronology — extracts dates, providers, diagnoses, and treatments from uploaded medical records into a sortable chronology.
• Demand-Letter Drafting — given case facts and jurisdiction, generates a first-pass demand under the appropriate framework (Stowers, Holt, FL unconditional tender, etc.).
• Deposition Chat — semantic search and Q&A across uploaded deposition transcripts.
• Document Template Fill — populates firm templates with case data; the AI is used only when explicit free-text generation is required.
• Trial Prep Co-Counsel — a brainstorming aid for opening / closing / cross outlines. Despite the name, it is not co-counsel and not an attorney.
• Call & voicemail transcription — audio from recorded calls and voicemails is transcribed to text (OpenAI Whisper) and summarized (Claude).
• Email assistance — summaries, suggested replies, and translations of email threads you open.
• Semantic search — short text embeddings (OpenAI) power related-case and transcript search.

Each AI feature has a visible “AI” badge in the UI and a disclaimer confirming the output is assistive only.

Generative AI features (intake, case analysis, demand drafting, chronology, deposition chat, trial-prep brainstorming) are powered exclusively by AnthropicClaude models via the Anthropic API, under Anthropic's Commercial Terms. Two narrow functions use OpenAI: (a) text embeddings for semantic search, and (b) Whisper speech-to-text for call and voicemail transcription.

Both providers are accessed through their commercial APIs, whose terms prohibit training on submitted data. We never use consumer chat products (ChatGPT or the Claude.ai web UI). Firms that bring their own Anthropic API key (BYOK) are governed by their own agreement with Anthropic.

When you invoke an AI feature, Lexboard sends to the provider only the data needed to fulfill the request:

• Case facts visible in the surface you triggered (jurisdiction, accident description, injury notes, damages summary).
• For medical-intel features, the uploaded medical-record text.
• For demand-letter drafts, the structured variables of the chosen template.
• For transcription features, the recording audio itself is transmitted to the speech-to-text provider.
• System prompts that define the AI's role and constraints.

We do notsend your firm name, your colleagues' names, your authentication tokens, your billing records, or data from other cases the AI request isn't scoped to.

Content you submit to an AI feature — including medical-record text, which may contain identifiers such as SSN and DOB — is transmitted to the provider as uploaded. Lexboard does notcurrently apply automated redaction before transmission; the provider is contractually barred from training on the content and from sharing it. Do not invoke AI features on material your firm's ethical or contractual obligations prohibit disclosing to a third-party processor.

• Processes the prompt and returns a response.
• May retain API data for a limited period (typically up to 30 days) for abuse monitoring, then deletes it.
• Does not use the data to train foundation models (their commercial API terms prohibit training on customer content).
• Does not share the data with other customers.
• Does not sell or resell the data.

See the providers' data-usage statements: Anthropic Commercial Terms, OpenAI Business Terms.

The AI features are not:

• A licensed attorney.
• A substitute for attorney review of any document or communication that will be filed, sent, or relied upon for legal advice.
• A binding statement of the law or of any client's rights.
• A privileged communication channel — sending case data to the AI is processing by a third party (the AI provider) subject to the firm's ethical analysis under Rule 5.3.
• An expert witness or a source admissible in court.

Large language models can produce plausible-sounding text that is factually wrong (“hallucinations”). This is a known limitation of the technology. Lexboard mitigates this by:

• Grounding AI features in the firm's own structured case data wherever feasible.
• Requiring attorney review before any AI output is sent externally.
• Surfacing citations and source paragraphs in deposition-chat and medical-intel features.

These mitigations reduce, but do not eliminate, hallucination risk. The firm bears the final responsibility for verifying every AI output before action.

Firm administrators may, in account settings:

• Disable AI features entirely for the firm.
• Choose whether Claude features run on Lexboard's platform Anthropic account or on the firm's own Anthropic API key (BYOK), so AI calls bill against the firm's own provider account.
• Set per-user monthly AI usage limits and a firm-level overage spending cap.

Every AI invocation is logged in ai_usage_logwith the user id, case id (where applicable), feature, token counts, and cost. Firm administrators can review usage in Settings → Billing. Output is not silently retained beyond the original case's audit trail.

Lexboard's AI features are designed to support rather than substitute for the licensed attorney's judgment — consistent with ABA Model Rule 1.1 Comment 8 (technological competence), Rule 5.3 (responsibilities for nonlawyer assistance), and ABA Formal Opinion 512 (2024) on lawyers' use of generative AI (competence, confidentiality, supervision, candor, and fees). See /legal/bar-rules for the full mapping of platform behavior to each rule.

When we add a new AI feature, switch providers, or change what data is transmitted, this page will be updated and firm administrators will be notified by email.

Questions about AI usage or to request a model-specific compliance brief: legal@lexboard.net.