From my perspective, CILEx professionals are in a similar position to solicitors with AI — the Standards apply, specific AI guidance is limited, and firms are left to translate principles to practice. Paralegals and conveyancers handle the same volume of client-identifiable content as solicitors, sometimes more, and the confidentiality expectations are identical.
CILEx Code of Conduct and AI
The CILEx Code requires members to act in the best interests of their clients, maintain proper standards of work, maintain client confidentiality, and cooperate with the regulator. Specially confidentiality (Principle 4) applies directly to AI use — client data should not be entered into tools that may disclose it, train on it, or retain it beyond the firm’s control.
I believe the practical translation is the same as for SRA-regulated solicitors: use a governed AI tool for client work, with per-matter isolation and audit chain. We’ve covered the broader framework in SRA guidance on AI for solicitors, which applies to CILEx-regulated practices almost identically.
Conveyancing workflow
Conveyancing specifically benefits from AI document review. Title documents, search results, planning packs, seller information forms — all feed into a transaction vault. AI flags restrictive covenants, missing indemnity policies, unexpected easements, planning issues. Specially for residential conveyancing at scale, the pattern recognition saves significant time.
Apart from this, correspondence drafting — client update letters, enquiry responses, contract report summaries — all flow through the same workflow. Fee-earner reviews, adjusts, sends. Audit chain captures the whole.
Governed AI for CILEx-regulated practices
The governed AI I’d point CILEx-regulated conveyancers and paralegals to starts with SCRS — our patent-pending Secure Context Retrieval System, a data firewall that pseudonymises client-identifiable content before it ever reaches a model. Other Me is the per-seat workspace built on SCRS: per-matter vaults, correspondence drafting, document-pack review, audit chain. Workflow on the Law Firms solution page. See how the firewall works on the SCRS page, or try Other Me from the pricing page.