Access boundaries
Authenticated users, organization membership, case access checks, and role-aware actions are part of the application design.
Security & confidentiality
Trust has to reach the source document, not stop at the login screen.
Legal teams need to understand how access, original records, AI, and production operations fit together before they put a workflow into use.
Application design
Controls to examine in a product review.
These are product and engineering areas we can discuss with a firm. Final behavior and configuration should be verified in the actual pilot environment.
Private documents
Record access is intended to stay inside the authorized case workflow, with temporary access to source documents where appropriate.
AI boundaries
Case-scoped retrieval, source grounding, structured validation, and safe handling of unsupported answers inform the workflow.
Data minimization
Provider credentials belong server-side. Browser surfaces and operational logs should avoid unnecessary record text and secrets.
Deletion & lifecycle
Document deletion has to account for derived material, cleanup work, and retries—not just a visible file row.
Security engineering
Access, tenant boundaries, source grounding, and protected endpoints should be tested as the product and deployment evolve.
What we separate
Three questions deserve three answers.
Application design, deployment verification, and independent compliance evidence are different kinds of proof.
What controls does the product implement?
Examine the actual access and review paths in a configured environment.
How are they configured and tested in production?
Validate hosting, identity, storage, AI and OCR providers, monitoring, backup, and recovery for the selected deployment.
What has independent evidence?
Ask for the exact contractual or certification evidence your firm requires. We do not infer a certification from feature code.
For your evaluation
Bring the requirements your firm actually has.
Security and confidentiality requirements vary by firm, jurisdiction, provider, and deployment. We review the relevant requirements during onboarding.
Useful questions for a pilot
- Who can open this case and its source files?
- Where are provider credentials and documents held?
- What is retained after a matter is deleted?
- Which production controls have been verified?
See it in context
Discuss your security requirements.
Walk through the product boundaries and the deployment questions relevant to your firm.