Guide

Who receives client files?

By ExtraordinaryOS / Jack Smith, company operator. 26 August 2026. Educational only. Not legal advice.

ExtraordinaryOS sells a downloadable workflow and does not receive the petition or evidence. Your firm chooses and approves its AI setup. A cloud AI provider may receive client material under its own terms, even when the kit files stay on a firm machine. Counsel must check that provider's data handling before use and retains every legal decision.

This is a local workflow, not a portal. Do not upload client files to ExtraordinaryOS. Do not send them to support.

Check the AI provider before using client files

A second-review tool that wants the petition is a third-party recipient of client information. That is a confidentiality problem before it is a product feature.

ABA Formal Opinion 512 (29 July 2024) treats confidentiality as a gating question. Before a lawyer puts representation information into a self-learning tool, the lawyer needs informed consent. Boilerplate engagement-letter clauses are not enough. The same opinion is clear that generative AI cannot replace the judgment and experience necessary to advise clients. Uncritical reliance can violate competence under Model Rule 1.1.

Florida Bar Ethics Opinion 24-1 (19 January 2024) says lawyers may use generative AI. They must protect confidentiality. They remain responsible for work product and professional judgment.

Those opinions are the ethics floor. They are not an endorsement of ExtraordinaryOS. This page is not ethics advice. Counsel applies their own jurisdiction’s rules.

ExtraordinaryOS does not receive the petition. An AI tool the firm chooses may still send client material to its provider, even when the kit is unzipped on a firm machine. Counsel must review that provider's terms, settings, and applicable confidentiality duties before using client material. Keeping files off our servers does not transfer professional responsibility to us.

How that works

  • Run the workflow with a firm-approved AI setup. A local folder alone does not mean an AI provider cannot process its contents.
  • Do not upload the petition, exhibits, letters, or client identity to ExtraordinaryOS.
  • ExtraordinaryOS does not store, receive, or review client files, and does not train models on firm work product.
  • There is no client portal and no upload path on extraordinaryos.com.
  • Support is for delivery, a broken file, or getting the kit running. Write [email protected]. Do not send petitions, exhibits, or client identity.

If your chosen AI provider processes the petition, that provider has the file. ExtraordinaryOS does not. Support will not take it either, even if you want a second pair of eyes on a live case. Write about delivery, a broken download, or how to get the kit running.

What stays with counsel

Legal conclusions stay with counsel. The memo separates Facts; Evidence; Issues; Suggested questions; Counsel legal decisions. The last section is for the lawyer. The model does not fill it.

A model will often agree with whatever you feed it. The firm chooses where and how the review runs, including whether an AI provider processes the file. That choice does not reduce counsel's responsibility for confidentiality or legal judgment.

Confirm the live source before you file. The kit points you at INA, CFR, and Policy Manual chapters for the classification you are actually filing. Counsel checks those sources as they stand on filing day.

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This page is educational only. It is not legal advice.