Encryption everywhere
TLS 1.2+ in transit; AES-256 at rest. Database backups are encrypted with managed keys.
Immutable audit log
Every authentication, access, edit, and download is recorded; logs are tamper-evident and exportable.
Role-based access
Granular roles for partners, associates, paralegals, clients, and family members. Least privilege by default.
2FA & SSO
TOTP 2FA on every plan; SAML/OIDC SSO on Enterprise.
US-based hosting
AWS US regions; daily encrypted backups with point-in-time recovery.
Vendor review
Subprocessors are vetted, contracted with DPAs, and listed on our
Privacy page.
Disclosure program
Found something? Email
our contact form. We respond fast and will credit you on request.
Always exportable
CSV, PDF, and DOCX exports of every artifact. We will never hold your data hostage.