Encryption
Review encryption in transit and at rest across the agreed data path.
Legal Solutions / Security
Built around
confidentiality and control.
Your firm’s information, access rules, and review responsibilities shape each implementation.
Define the controls before connecting the work.
These are implementation requirements to assess and agree with your firm. They are not blanket claims that every control is already available in every deployment.
MFA
Define authentication requirements for firm users and connected systems.
Role-based permissions
Limit access according to each person’s role and responsibilities.
Matter-level access
Scope information access to the matters a user is authorized to see.
Audit logs
Agree what actions, approvals, and outcomes are recorded and retained.
Secure integrations
Assess connection methods, credentials, and the permissions each tool needs.
AI governance
Define approved use cases, model oversight, and change review.
Human approval controls
Identify which actions require review and who can approve them.
Vendor oversight
Review providers and dependencies involved in the engagement.
Data-use controls
Agree permitted uses, retention, and handling of firm information.
Employee access management
Plan onboarding, role changes, and access removal.
Your firm’s data remains your firm’s data.
Agree how information may be accessed, processed, retained, and used. Review provider terms, access boundaries, and data-handling responsibilities before implementation.
Use only what is needed
Scope the data to the task and the authorized matter context.
Keep people involved
Name the reviewers and escalation owners for important actions.
Make activity reviewable
Define the records needed to inspect approvals, actions, and exceptions.
Your team reviews. Your team approves.
Agree permissions, review points, and action records before an agent acts.
- 01Detect
- 02Explain
- 03Recommend
- 04Review
- 05Approve
- 06Execute
- 07Audit
Attorneys retain responsibility for legal decisions and professional judgment.
A deliberate implementation review.
Security, confidentiality, and applicable professional requirements must be addressed for the firm’s systems and intended use. Control availability and evidence are reviewed during scoping; no certification or universal compliance guarantee is implied.
Discuss Your FirmKeep your systems. Add intelligence.
Start with one workflow
worth improving.
Bring your tools, your team, and an administrative bottleneck.
Discuss Your Firm