Template
AI processing addendum
This addendum is part of the Data Processing Agreement when AI features are enabled. It is a template for counsel to attach to an order form.
Features that send content to a model
- Deal summary and financial summary generation from uploaded documents.
- Document and deal Q&A, including the buyer assistant and broker chat assistance.
- Draft and polish suggestions inside deal chat.
The model provider is Anthropic. Listing content required to answer the request is sent. The provider is instructed not to train on customer content where the Anthropic contract allows that commitment.
What we store
AI call logs keep function name, model, token counts, latency, and cost for billing. Prompt and completion bodies, when stored, are scrubbed after 12 months. Deal documents and chat remain for the life of the deal plus seven years, unless deleted sooner under a data-subject request that is not blocked by a legal hold.
Confidentiality
Turning AI features on does not change buyer or broker confidentiality. A model call for one buyer is not a channel to another buyer. Outputs are drafts for the user who asked. They are not appraisals, legal advice, or a substitute for the source documents.