Security & Compliance

Your Privilege
Stays Privileged

Law firms deal with the most sensitive data on Earth — privileged communications, trade secrets, sealed matter information. Our security posture is designed for that reality, not retrofitted from a generic SaaS template.

SOC 2 Type II — In Progress
AES-256 Encryption
Per-Matter Workspace Isolation
§ 01 — DATA HANDLING

What happens to your data.

From intake through destruction, your documents are handled according to strict protocols designed to protect privilege and confidentiality at every stage.

Geographic Data Residency

US-region storage by default. EU, Canadian, or APAC residency available on request for matters with specific data residency requirements.

Retention and Destruction

At engagement close, your data is retained per the retention schedule specified in your engagement letter (default: 90 days for production data, 30 days for working data). After retention expires, data is cryptographically purged with destruction certification provided on request.

Use Restrictions

Your data is never used to train any AI model. The frontier models we use for coding operate on a zero-retention basis — documents are processed in context and not retained by the model provider for training or improvement purposes. Our agreements with model providers explicitly prohibit this.

§ 08 — COMPLIANCE

Where we are, where we're going.

Current Posture: SOC 2 Type II audit in progress. Type I attestation expected Q3 2026, Type II at the conclusion of the observation window.

GDPR-aware processing with EU data residency available. HIPAA-aligned controls for matters involving protected health information. Business Associate Agreement (BAA) available on request. Our handling of client data is designed to support attorney obligations under Model Rule 1.6 and state-specific equivalents.

Roadmap: SOC 2 Type II final attestation — target Q1 2027. ISO 27001 certification — target Q3 2027. FedRAMP Moderate — under evaluation for government matters.

Security

Protection of information assets through access controls, encryption, and vulnerability management.

Availability

Commitment to system uptime with redundant infrastructure and incident response procedures.

Confidentiality

Strict access controls and encryption ensure client data remains confidential throughout processing.

Processing Integrity

Quality assurance controls ensure accurate and complete processing of your discovery corpus.

§ 02 — ENCRYPTION & DATA PROTECTION

Encryption at Every Layer

Your documents are encrypted from the moment they leave your systems until they're safely returned — and at all points in between.

Encryption at Rest

All stored data is encrypted using AES-256, the same standard used by governments and financial institutions for classified information.

256-bit AES-GCM

Encryption in Transit

All data transmitted to and from our systems uses TLS 1.3 — the latest transport security standard with perfect forward secrecy.

TLS 1.3

Key Management

Encryption keys are managed via cloud-native key management services with automatic rotation and audit trails.

Cloud-Native KMS

Secure File Transfer

Upload files through our encrypted workspace portal using SFTP or our web-based uploader with automatic TLS encryption.

Database Security

All metadata, coding decisions, and system data are stored in encrypted databases with column-level encryption for sensitive fields.

Endpoint Protection

All company devices used for work are encrypted, monitored, and managed with mobile device management (MDM) solutions.

Role-Based Access Control

Access is granted on a need-to-know basis. Team members only see data necessary for their specific role and assigned matters.

Multi-Factor Authentication

All system access requires MFA. We support TOTP authenticator apps and hardware security keys (FIDO2/WebAuthn).

Single Sign-On (SSO)

Enterprise SSO integration available via SAML 2.0 for law firms with existing identity providers.

Session Management

Automatic session timeout, concurrent session limits, and secure session termination after inactivity.

§ 03 — ACCESS CONTROLS

Strict Authentication & Authorization

Your team's access to matter data is controlled through multiple layers of authentication and authorization. We enforce the principle of least privilege across all systems.

Access Control Principles

  • Least privilege access by default
  • Need-to-know basis for all data
  • Regular access reviews and recertification
  • Immediate revocation upon termination
  • No shared credentials
§ 04 — MATTER ISOLATION

Per-Matter Workspace Isolation

Each matter operates in its own logically isolated workspace with dedicated encryption keys, namespace separation, and access controls. Your documents never commingle with other clients' data.

Isolation Architecture

01

Logical Network Isolation

Each matter workspace operates within its own logical network segment with policy-enforced firewall rules. Cross-matter network traffic is denied by default.

02

Storage Isolation

Document storage uses matter-scoped namespaces with separate encryption keys per matter. Access policies prevent cross-matter reads.

03

Compute Isolation

AI processing jobs run in matter-scoped contexts with separated processing queues and per-matter resource quotas.

04

Database Isolation

Metadata and coding decisions are stored with matter-scoped row-level access controls and per-matter encryption keys.

No Cross-Contamination

Your documents are never used to train models for other clients. Complete data separation guaranteed.

Matter Archival

Completed matters can be archived and isolated from active operations while maintaining audit access.

Client Portal Access

Your team accesses only your matter workspace. No visibility into other matters or clients.

§ 05 — AUDIT & MONITORING

Complete Visibility & Accountability

Every action in our systems is logged, monitored, and retained. You'll have full visibility into who accessed your data and when.

Access Logs

Every login, logout, and session activity tracked with IP and device information

Data Access

Every document viewed, downloaded, or modified is logged with user attribution

Coding Actions

All AI coding decisions and human overrides recorded with full provenance

System Events

Infrastructure changes, deployments, and configuration modifications tracked

Audit Log Retention

Audit logs are retained for a minimum of one year, with security incident logs retained for seven years. All logs are stored in a separate, immutable audit system.

  • Logs protected against tampering
  • Real-time alerting for suspicious activity
  • Client-accessible audit reports available

Continuous Monitoring & Alerting

Continuous automated monitoring with real-time alerting to our on-call response team. Threat intelligence feeds and anomaly detection run around the clock.

  • SIEM integration for centralized log analysis
  • Intrusion detection systems (IDS)
  • Automated threat intelligence feeds
§ 06 — DATA RETENTION

Secure Data Lifecycle Management

Your data is retained only as long as necessary and securely destroyed when no longer needed — according to your preferences and legal requirements.

Retention Policy Options

30

Matter + 30 days (default)

Standard retention for most matters

1Y

Matter + 1 year

Extended retention option

7Y

Matter + 7 years

Standard legal hold period

Indefinite

Permanent archival (rare cases)

Secure Destruction

Upon retention period expiration or client request, data is securely destroyed using NIST 800-88 compliant media sanitization. Destruction certificates are provided upon request.

§ 07 — INCIDENT RESPONSE

Rapid Response to Security Events

Our incident response program ensures rapid detection, containment, and notification in the event of a security incident.

1

Detection & Triage

Automated alerting and 24/7 monitoring detect incidents within minutes of occurrence.

2

Containment

Immediate isolation of affected systems to prevent spread. Matter workspaces remain protected.

3

Notification

Affected clients notified within 24 hours of detection. Detailed incident reports provided. Regulatory notification within 72 hours where applicable under GDPR or other frameworks.

4

Recovery & Remediation

System restoration, root cause analysis, and preventive measures implemented.

Breach Notification

In the event of a data breach affecting your matter data, we will notify you promptly with details of the incident, data affected, and remediation steps taken.

§ 09 — TEAM & VENDOR SECURITY

People Are Part of the Security Program

Technology alone doesn't secure your data. Our team undergoes rigorous security training, and our vendor program ensures third-party relationships don't create vulnerabilities.

Team Security Requirements

Security Awareness Training

All team members complete annual security training covering phishing, social engineering, and data handling.

NDA & Confidentiality

All personnel sign NDAs covering client matter confidentiality before accessing any client data.

Background Verification

Employment background checks conducted for all team members with access to client data.

Attorney Coordination

For matters requiring attorney privilege determinations, we coordinate with licensed counsel — either our retained partners or attorneys designated by the engaging firm.

Third-Party Vendor Security

We vet all vendors and service providers to ensure they meet our security standards before integrating with our systems.

Vendor security assessment required
Data Processing Agreements in place
SOC 2 reports reviewed annually
Principle of least privilege enforced
Quarterly vendor access reviews

Compliance & Certifications

SOC 2 Type II

In Progress

ISO 27001

Framework Aligned

GDPR

Compliant

CCPA

Compliant

Questions About Our Security?

We're happy to discuss our security practices, provide documentation, or arrange a call with our security team. Your peace of mind is part of the service.

Mark your request "Urgent" and we'll prioritize your response within four business hours.