Security

Your deal data stays your deal data

Firm-isolated storage, no training on client material, and an audit trail on every job — the conditions institutional clients require before a data room is uploaded.

See data & sources
01

Never used for training

Client documents and outputs are not used to train models, ours or anyone else’s.

02

Isolated per firm

Encrypted at rest and in transit; matter and deal files segregated inside the firm.

03

Access and roles

SSO, role-based permissions and per-deal access lists; reviewers are named on every output.

04

Complete audit trail

Every job records its inputs, sources, model steps and the person who signed it.

05

Retention on your terms

Set retention per matter; export or delete on request, with proof of deletion.

ComplianceProduct view

Certifications

Published as they are attained, each dated

Data isolationPer firm
EncryptionAt rest & in transit
SSO & rolesIncluded
Audit trailEvery job
Sub-processorsPublished list
RetentionPer matter, on your terms

Illustrative output

What it costs

Security posture is the same on every job, at every rate. Estimate your spend →

Bring us a deal you already closed

We run it through Titleman and show your team the finished work next to their own.

See pricing