Security
Built for confidential case files.
Litigation files hold privileged work product, medical records and personal data. Here is how they are protected, including what isn’t in place yet.
Encryption
- TLS (HTTPS) for all data in transit.
- Documents are kept in encrypted storage.
- Case text, extracted facts, answers and AI output are also encrypted field by field in the database (AES-GCM), so they can’t be read from a database copy.
Access control
- Each person has their own login. Optional two-factor authentication (TOTP) is available on every account.
- Cases belong to your firm. Members you invite see your firm’s cases; nobody else does.
- Permissions are checked on every request. Firm admins manage members and the firm profile.
Case isolation
- Every question and analysis is limited to a single case.
- Search, answers and work product never draw on another case or another customer’s data.
AI processing
- AI processing runs on Microsoft Azure OpenAI under Microsoft’s enterprise data terms. Case files are never sent to consumer AI services.
- Your documents, questions and results are never used to train AI models.
- Social Security numbers and payment card numbers are redacted from AI prompts. Prompts and responses are not written to application logs.
- Azure processes prompts transiently. As a security measure, Microsoft may keep content flagged by its automated abuse detection for up to 30 days, then deletes it.
- The service is a tool used by you and at your direction, and we treat your documents and AI output as your confidential information. Section 6 of our Terms of Use sets this out.
- Documents and case data are stored on U.S.-based infrastructure. Some AI models currently run on Azure global deployments, which may process a request outside the U.S.; we are moving every model to Azure’s U.S. data zone.
Audit logging
- Sign-ins, administrative actions and case activity are logged to support internal review and security investigations.
Medical records and PHI
- Matters with medical records are supported with encrypted storage, per-firm and per-case access, and case isolation.
- We do not yet sign a Business Associate Agreement (BAA); that work is in progress. If your matter requires a BAA, contact us before uploading.
Data ownership and retention
- You own your documents and work product.
- Data stays in your account until you delete it. Deleted documents are permanently removed; backups expire on a standard retention schedule.
Report a security concern
If you believe you’ve found a security issue, email us. We take every report seriously and respond promptly.
security@caseinsight360.com