Security Trust Center

Enterprise-grade security for
modern professional firms

Maintaining confidentiality isn't just compliance, it's trust and professional responsibility.

SOC 2 Type IICertified vendors
US-only hostingUS data centers
AES-256Encryption
TLS 1.3In transit

Bank-grade protection

We protect sensitive financial data with AES-256 encryption and SOC 2 Type II-certified infrastructure provided by vetted vendors, security standards trusted by leading financial institutions.

Attorney-client privilege first

Every document is processed in an isolated environment with strict access controls. Our architecture is designed to maintain privilege and confidentiality.

Ethical compliance built-in

Aligned with ABA Model Rule 1.6 and evolving state bar expectations for data protection. We continuously update our framework as legal AI standards mature.

AI Protection

AI safety and data protection

Privacy and confidentiality are core design requirements

We've partnered with Google to utilize enterprise-grade AI technology with advanced safety measures that protect sensitive information.

Each document is processed in a secure, isolated environment with strict separation between documents and clients.

The AI analyzes content without retaining information after processing is complete, ensuring documents remain confidential and are never used for training.

Secure Enclave
Encrypted Storage
Isolated AI Core
Enterprise-grade Protection

Enterprise-grade security infrastructure

Multiple layers of protection for every access point

We employ a defense-in-depth strategy to protect sensitive financial and private information end-to-end.

  • AES-256 encryption for stored data
  • TLS 1.3 encryption for data in transit
  • SOC 2 Type II-certified infrastructure with continuous monitoring
  • Mandatory multi-factor authentication to prevent unauthorized access

We maintain rigorous operational practices and continually update our security posture to address emerging threats.

Enterprise-grade security infrastructure

Lifecycle of a Secured Document

From the moment you upload a file to the moment it's deleted, strict protocols govern every microsecond of its existence.

STEP 01

Upload & Encryption

Files are uploaded over TLS 1.3 and protected with AES-256 encryption at rest.

STEP 02

Isolated Processing

Each document is processed in a secure, isolated environment with strict access controls.

STEP 03

AI Analysis

AI extracts the relevant financial data without retaining or learning from the document content.

STEP 04

Data Extraction & Purge

Structured data is saved to your workspace. Raw document content is discarded after processing completes.