Database-enforced isolation
PostgreSQL row-level security carries tenant, matter, and firm boundaries into the data layer. Request context and privileged service paths remain explicit.
Security by architecture
Controls that follow the data.
Legal matters contain privileged, personal, and financially material information. The platform is designed so isolation, identity, and accountability do not depend on a page behaving perfectly.
Core control areas
Defense in depth for a multi-party legal workflow.
The strongest control is the one applied consistently across every route, job, export, and portal interaction.
Distinct client and vendor access
In-house users and outside counsel operate in separate identity contexts. Session, role, and portal-origin controls reduce the chance that one audience crosses into the other.
Append-only audit history
Material workflow and financial events retain attributable history so reviewers can reconstruct what changed, who acted, and why.
Deterministic money paths
Rates, adjustments, allocations, approvals, and monetary calculations use controlled server-side logic and decimal-safe values rather than opaque AI output.
Controlled file handling
Uploads follow governed storage, access, and validation paths. File status and release policy stay explicit instead of treating every upload as automatically trusted.
Evidence and human judgment
AI can surface cited suggestions and help compose analysis. A professional remains responsible for the decision, and computed financial results stay outside the model.
A boundary at every layer
Identity becomes context. Context constrains the data.
Identity providerAuthenticates the person and audience
Application policyChecks role, action, and workflow state
Database policyEnforces tenant, matter, and firm scope
Audit ledgerRecords material decisions and changes
Assurance without badge theater
We will claim certifications when they are earned.
The product is not currently represented as SOC 2 certified. As a startup, we are prioritizing customer-relevant controls, evidence collection, and a staged assurance roadmap rather than displaying unearned badges. Prospective customers can request the current control narrative, deployment architecture, and certification roadmap during diligence.
Evaluate with synthetic data
Explore the product before connecting your environment.
Sandbox access avoids production data and customer integrations during early evaluation. Your security team can review deployment, identity, residency and assurance requirements separately when the opportunity is ready.
Explore the sandbox