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The handbook

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ScutoriaTemplates and kits
Templates to fill in, with instructions
AI evidence kit: law firm, tax advisory, medical practice
Usage policy with a supplement sheet per profession, the page 'What never goes in here', tool register, training record, labelling checklist, chamber checklist and entry into force, ready to fill in for law firms, tax advisors and medical practices.
KitScutoria Templates and kits
FormatPDF and online access

Templates and kits · Kit

AI evidence kit: law firm, tax advisory, medical practice

Usage policy with a supplement sheet per profession, the page 'What never goes in here', tool register, training record, labelling checklist, chamber checklist and entry into force, ready to fill in for law firms, tax advisors and medical practices.

  • 10 sections in 3 parts, the last part is the appendix with 3 sections
  • Online reading access via your personal link
  • Full handbook as a PDF

€79.00incl. VAT. One-off payment, no subscription.

Free to read: Purpose and structure, Contents, Professional secrecy and confidentiality — what the kit records and what it does not.

The contents

10 sections in 3 parts, the last part is the appendix with 3 sections. Free to read: Purpose and structure, Contents, Professional secrecy and confidentiality — what the kit records and what it does not.

Zwei Seiten aus dem PDF von „AI evidence kit: law firm, tax advisory, medical practice“
Zwei Seiten aus dem PDF, so wie es geliefert wird: Fließtext, Kästen und die Quellenzeile unter jeder Aussage.

Part I · Section 1

What is different in the three professions

  1. 03Professional secrecy and confidentiality — what the kit records and what it does not

Part II · Sections 2 – 7

The records

  1. 04The usage policy and the supplement sheets
  2. 05What never goes in here — the three pages
  3. 06The tool register and the approval form with the special types of data
  4. 07The training record — auxiliary persons and confidentiality declaration
  5. 08The labelling checklist for external effect
  6. 09The chamber checklist and the entry into force

Part III · Sections 8 – 10

Annex

  1. 10Uncertainties
  2. 11Glossary
  3. 12Sources

Sample

The beginning of Section 1, unchanged from the handbook. The source lines are in the reading sample.

Section 1

Professional secrecy and confidentiality — what the kit records and what it does not

In brief: The three duties of confidentiality, whom they cover, what the chambers have published on the subject — and the line this kit does not cross.

In an electrical business the question of what may go into an AI tool is a question of caution: calculations are trade secrets, customer data are personal, both are better left out. In a law firm or medical practice the same question is a question of the profession. The lawyer, the tax advisor and the physician are bound to confidentiality by the professional law of their country; the duty is the reason people entrust them with anything, and according to the wording of the provisions it covers not only the licensed professionals but also their auxiliary persons. An AI tool of a third-party provider is a third party. Whether an input there is a disclosure, under which conditions it is not, and what a contract with the provider changes — these are the questions this kit revolves around, and it answers none of them. It records what the business has decided and names the place where it has this checked.

AI evidence kit: law firm, tax advisory, medical practice · Section 1: Professional secrecy and confidentiality — what the kit records and what it does not · Extract

Read Section 1 in full