Enterprise-grade security for
modern professional firms
Maintaining confidentiality isn't just compliance, it's trust and professional responsibility.
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 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.
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.

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.
Upload & Encryption
Files are uploaded over TLS 1.3 and protected with AES-256 encryption at rest.
Isolated Processing
Each document is processed in a secure, isolated environment with strict access controls.
AI Analysis
AI extracts the relevant financial data without retaining or learning from the document content.
Data Extraction & Purge
Structured data is saved to your workspace. Raw document content is discarded after processing completes.