Security and Confidentiality for Legal Financial Data

Protecting attorney-client work product and confidential financial records is our primary obligation. We employ industry-standard encryption and isolation controls.

Protecting Attorney–Client Confidential Information

We understand that the data we process is sensitive and often subject to legal privilege. Our system is designed to minimize risk, treating all uploaded documents and extracted data as highly confidential. We do not sell, share, or analyze user data for marketing purposes.

Authentication and Access Controls

Access to your dashboard is protected by secure, standard authentication protocols. We support secure magic-link and password-based login flows to ensure only authorized personnel can access case files.

Data Storage and Encryption Practices

All data is encrypted in transit using TLS 1.2+ and at rest using industry-standard encryption algorithms (AES-256). Our database infrastructure is hosted in secure data centers with strictly controlled physical and logical access.

User-Level Data Isolation

We utilize Row Level Security (RLS) policies at the database level. This ensures that a user can only query or view data that is explicitly associated with their authenticated account ID. This robust isolation prevents cross-tenant data leakage.

Operational Security Principles

We limit access to production data to essential engineering staff for maintenance purposes only. We regularly review our dependencies and infrastructure for vulnerabilities to maintain a secure environment for your legal work product.