INDUSTRIES / LEGAL & PROFESSIONAL
Confidentiality by design
We help firms run intake, matters and knowledge on systems where client confidence is built into the architecture.
A professional firm runs on client confidence. Intake has to clear before work can start, the same client often lives in several systems, and AI raises a direct question about what a model may see. The duty of confidence should be a property of the architecture, not a policy document beside it.
How we help
Intake and conflict-check workflows
Structured intake that captures parties as data rather than free text, routes approvals explicitly, and records the basis on which an engagement was cleared to proceed.
- Party and related-entity data modeling
- Conflict search with a retained result record
- Approval routing with named accountability
Practice-system integration
Integration between practice management, document management, finance and CRM, so a client or matter is one record with one owner rather than several partial copies.
- API-led integration between practice systems
- Master client and matter record design
- Event-driven synchronization, not nightly exports
Matter and fee reporting
Reporting built on the matter lifecycle, so budget position, time recorded and realization are visible while the matter is running rather than after it closes.
Knowledge assistants with hard boundaries
Summarization, clause extraction and search assistance, scoped so privileged material stays inside defined boundaries and a professional reviews anything that leaves the system. We do not use client data to train or fine-tune models, unless a client asks us to in writing for their own dedicated model.
- Retrieval scoped to permitted matters only
- Human review before any client-facing output
- Logged prompts and outputs for accountability
Standards your organization is held to
These are duties your firm carries. Our part is to design and document controls so the systems you run can evidence them.
Professional rules we design for
England and Wales: SRA Standards and Regulations. Solicitors and barristers: Law Society and Bar rules. UAE: DIFC and ADGM courts and regulatory context. US: ABA Model Rules of Professional Conduct. These are the rules law firms and their lawyers answer to. We are not regulated by any of these bodies; we design the conflict, confidentiality and record-keeping controls that help your firm meet them.
Confidentiality and privilege
The professional duty of confidence and legal professional privilege are obligations your firm carries. We translate them into access models, storage boundaries and logging, so the architecture reflects the duty rather than working against it.
Conflict-of-interest controls
Professional conduct rules require conflict checks that can be evidenced. We design the data structures and audit records that make a clearance decision reconstructible after the fact.
Data retention and disposal
Matter files carry retention periods driven by regulation, limitation and engagement terms. We encode those schedules into the platform so retention and disposal are enforced rather than left to memory.
GDPR and equivalent privacy regimes
The GDPR and UK GDPR, and equivalents such as India's DPDP Act and the Gulf PDPLs, set expectations around lawful basis, data-subject rights and cross-border transfer. We build the consent, access and deletion mechanics your organization needs to answer a request.
Boundaries on what AI may touch
Whether a model may see privileged or client-confidential material is a policy decision, not a technical default. We implement that decision as enforced scope, retention settings and logging on every AI-assisted workflow.