Data & Confidentiality
Enterprise-Grade Security Architecture
Single-tenant infrastructure with logical/physical separation, dedicated resources, and end-to-end encryption for all data storage and transit using TLS 1.2+
Attorney-Client Privilege
Built by lawyers with attorney-client privilege and confidentiality at the core, ensuring no cross-client sharing or training on sensitive fund data
Regulatory Compliance Framework
SOC 2 Type II and ISO 27001 certified with GDPR compliance, penetration testing, and third-party audits to meet institutional fund requirements
Secure Data Management
Secure client data ingress via iManage and SharePoint integration, with managed security leveraging Azure Active Directory and cloud-native controls