Your clients' data, protected at every step of the pipeline.
Putting client data to work means protecting it everywhere it flows. Governance is built into your pipeline and agents from day one, enforced by the system, not a policy binder.
What you get
Isolation and encryption: your firm's data kept apart and encrypted with keys unique to it.
Zero-retention language models: no language model can be called without zero-retention, no-training terms.
A permanent record of every approval and model call.
Legal hold and controlled deletion, plus an AI use policy for your firm.
Questions
How is client data protected in the pipeline?
Each firm's data is isolated in the database and encrypted with keys unique to it. Language models can only be called under zero-retention, no-training terms; document reading runs on Google Cloud's Document AI.
Can we show clients how their data is protected?
Yes. Our security page and security packet explain the controls, and your system keeps a permanent record of approvals and model calls.
Are you SOC 2 certified?
Not yet. Our controls and policies are designed against SOC 1 and SOC 2 criteria, and we'll publish audit status when it's complete.