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What your vendor's terms actually say about retention and training

Lesson 4 of 6 · Confidentiality and the client's facts

1 · Learn the move · Fact-check list

Everyone in the firm knows what the vendor's terms say. Almost nobody has read them, and the terms changed since the person who did read them did. The fact-check list is the cure: ten claims the firm believes about its tool, each tested against the current terms page, retrieved today, with the sentence that proves or fails it. 'It does not train on our data' is a claim. 'Deleted conversations are gone in 30 days' is a claim. 'The enterprise plan covers the paralegals' is a claim about your contract, not the vendor's page, and goes to the person who signed it. The model reads the terms you paste and tests each claim against them; it has no idea what the terms said last month and must not pretend to. Anything the terms do not address is a gap, and a gap in a confidentiality claim is a no until the vendor answers in writing. The dated facts (which plan trains by default, which retains for how long) belong in the firm's currency note with a retrieval date, not in anyone's memory and not in this lesson.

Here are ten things our firm believes about our AI tool: [list]. Here are the current terms, copied today, [date]: [paste]. For each claim: the sentence in the terms that supports it, quoted, or FAILS with the sentence that contradicts it, or [NOT IN THE TERMS]. Never supply a fact about this vendor from memory. End with the count of claims the terms support, fail, and leave unanswered, and the line 'TERMS RETRIEVED [date]'.

2 · Your turn. You write the prompt

The associate who set up the firm's business plan left in June. The firm's belief is that nothing is retained and nothing is trained on. The office manager pulls the current terms and the data-processing addendum and pastes both. Two of the firm's ten beliefs survive unchanged.

Write the prompt for this scenario as given, or swap in a real one from your own work. The score works the same either way.

Remember: the AI sees only your prompt, not this page. If the situation isn't in your prompt, it doesn't exist.

Optional. These shape the output when you run your prompt below, not your score.