Safety & Privacy
Protecting your firm and your clients is our priority. Learn about our security practices and the guardrails built into every assistant.
Security Measures
Data Encryption
All data is encrypted in transit (TLS 1.3) and at rest (AES-256). Conversation data and lead information are protected at every stage.
Firm Data Isolation
Each firm's data is logically isolated. Your content, conversations, and lead data are never mixed with other firms' information.
Access Controls
Only authorized personnel at your firm can access conversation logs and lead data. We provide audit logs of all access.
No Model Training
We do not use your firm's data or client conversations to train any models. Your data remains yours.
Built-In Guardrails
Every assistant includes strict boundaries to ensure appropriate responses.
No Legal Advice
The assistant is configured to never provide legal advice, opinions, or interpretations. It responds only with general information from firm-approved sources.
No Eligibility Determinations
The assistant will not assess whether someone has a valid case or qualifies for services. These questions are routed to an attorney.
No Strategy or Outcomes
The assistant does not discuss legal strategy, predict outcomes, or estimate timelines. It encourages consultation for case-specific questions.
Escalation Triggers
Specific keywords and question patterns automatically trigger a response directing the user to speak with an attorney.
Source Citations
Every informational response includes a citation to the approved source material, maintaining transparency about where information comes from.
Refusal Logging
When the assistant refuses to answer a question, the refusal is logged so you can review what types of questions are being asked.
Personal Information
We collect only the information necessary for intake while avoiding sensitive data.
Collected (with consent)
- Name
- Email address
- Phone number
- General description of legal matter
Not Collected
- Social Security Numbers
- Financial account numbers
- Detailed case documents
- Medical records
- Immigration status details
Important Notice
While we implement robust security measures and guardrails, you remain responsible for ensuring the intake assistant is configured appropriately for your jurisdiction and practice areas. We recommend reviewing all approved content and testing the assistant thoroughly before deployment.
Want to Learn More?
We're happy to discuss our security practices in detail during a demo.