Your carrier renewal packet, generated from your record.
Carriers have begun asking how firms use AI at renewal. A template lets you describe what you intend. Candor answers from what actually happened: every screened paste, logged use and attorney sign-off, counted for the dates you choose.
Sample renewal questionnaire
1. Does the firm screen client-confidential information before it is sent to external AI tools?
Yes, via the Candor confidentiality pre-check.
412 pre-checks run in this period; 96 sensitive items flagged for redaction before send.
2. Does the firm maintain a record of AI use on client matters?
Yes, a per-matter AI use log.
538 logged uses across 71 matters.
3. Does the firm record what kind of client information is used with AI tools?
Yes, logged uses carry a data classification chosen by the person logging them.
510 of 538 logged uses classified: 44 privileged, 198 client confidential, 201 internal, 67 public.
4. Is AI tool use limited to a firm-approved list?
Yes, the firm keeps an approved-tools list; off-list use is flagged.
Approved tools: ChatGPT Enterprise, Claude, Candor (firm model). 531 on-list, 7 flagged off-list.
5. Is AI-assisted research and drafting reviewed and signed off by an attorney?
Attorney review is recorded for these tasks.
263 research and drafting entries: 249 signed off, 6 changes requested, 8 awaiting review.
6. Do attorneys state that they independently verified AI-generated citations and assertions?
Yes, the statement is required and recorded on research and drafting entries.
255 of 263 research and drafting entries carry the statement.
Sample with invented numbers. Your packet uses your firm's real counts for the period you pick. Candor reports what the record shows. It does not certify that a firm complies with any rule, and your firm answers its carrier itself.
Four reports, one record behind all of them.
Renewal questionnaire
The AI questions carriers ask, answered in plain sentences with the counts behind each answer.
Firm summary
Every AI use for a date range: tools, tasks, the kinds of client information involved, and what's still waiting on review.
Per-matter report
One matter's AI use, its sign-offs and the client's consent, when a client or a claim asks about one file.
Court certificate
A short statement of how AI was used on a matter and reviewed, for courts whose judges ask about it.
Each report comes from the same append-only, hash-chained record, so the numbers agree with each other and nobody can quietly change the entries behind them.