Who it's for
PiBye for professionals who handle client documents
Each page covers the documents, the rules and the workflow for one kind of practice.
Using AI on client documents as a lawyer in Canada
Canadian law societies do not ban generative AI, but they expect you to protect confidentiality before using it. Ontario tells licensees to redact identifying client information and to get informed consent if anonymizing cannot adequately protect it. British Columbia prefers omitting identifying information entirely, and Alberta says never to put it in prompts. In practice: remove client identifiers first, review the copy, and verify the output.
Generative AI and client confidentiality for US attorneys
Under Rule 1.6-style confidentiality rules, the question is whether using an AI tool discloses confidential client information to a third party. Florida Bar Ethics Opinion 24-1 recommends informed consent before using a third-party generative AI program if it would involve disclosing confidential information, and says consent is not required under Rule 4-1.6 when no confidential information is disclosed.
How paralegals can use AI on client documents without exposing clients
Paralegals can use AI for summaries, chronologies, form preparation and first drafts, but client documents should be stripped of identifying details before they reach the tool. In Ontario, licensed paralegals are Law Society of Ontario licensees, so its generative AI guidance applies directly: redact identifying information, and get informed consent where anonymizing cannot protect confidentiality. Follow your supervising lawyer’s and firm’s policy.
AI and IRCC forms for regulated Canadian immigration consultants
As of September 2026 the College of Immigration and Citizenship Consultants had not published generative AI guidance for RCICs, so your existing confidentiality duties and Canadian privacy principles govern AI use. Keep client identifiers such as UCI numbers, passport details and dates of birth out of AI tools. For IRCC forms, submit only the validated Adobe Reader file; a flattened copy is for review and records.
Using AI as a tax preparer without disclosing return information
US tax return preparers face a criminal statute on top of professional duties. IRC §7216 penalizes preparers who knowingly or recklessly disclose information furnished for preparing a return, or use it for any other purpose. Before using an AI tool, remove client identifiers and return details you do not need, and use the IRS’s consent rules where disclosure is required.
Using AI in HR without exposing employee personal information
HR documents are dense with personal information: names, performance issues, medical accommodations, compensation and complaints. Use AI on the structure of the problem, not the person. Replace employee identifiers before sharing, leave out health and disciplinary details the task does not need, and follow your organisation’s AI policy and Canada’s privacy principles on limiting disclosure.
PiBye for US immigration attorneys
Immigration files carry some of the most sensitive identifiers in practice: A-numbers, receipt numbers, passport numbers and, in asylum, VAWA, T and U matters, the fact of the application itself. Federal rules restrict the government's disclosure of that information, and bar guidance ties AI use to confidentiality and informed consent. Use AI on a copy with those details replaced, keep the key on your own computer, and apply your own confidentiality judgment.
PiBye for family lawyers
Family files pair heavy financial disclosure with children's details. Under the Federal Child Support Guidelines, a spouse applying for support must include every personal income tax return and notice of assessment for the three most recent years, plus a recent statement of earnings. For AI work on that material, keep the amounts the calculation needs and replace names, SINs, account numbers, addresses, employers and the children's names and birth dates.