Security & data protection

Legal Case Manager is built for confidentiality, compliance and audit from day one — because law firms can't compromise on either.

HomeSecurity
How we protect your data

Confidential and compliant, end to end

Need-to-know access

Matter-level RBAC and ethical walls. A non-assigned lawyer sees nothing — not in lists, search or by direct URL. Confidentiality is enforced, not a policy on paper.

Encryption everywhere

Data is encrypted in transit (TLS 1.2+) and at rest (AES-256). Secrets and documents are stored with per-tenant isolation.

UK data residency

All data is hosted in the UK (AWS eu-west-2, London). No data leaves the region without your explicit configuration.

Immutable audit trail

Every access, change and export is logged. SRA-ready evidence is a click away — export the full trail in minutes, not days.

AML & compliance by design

Risk assessments, eIDV checks, conflict search and SAR logging map SRA and Money Laundering Regs straight onto the workflow.

MFA & session control

Multi-factor authentication, role-based sign-in and configurable session policies protect every staff and client account.

Operational security

The controls behind the platform

Security isn't a feature bolted on — it's how the platform is architected, operated and monitored every day.

Per-tenant data isolation across every firm
Configurable data retention & GDPR erasure
Least-privilege access for platform operations
Encrypted, access-logged document storage
Regular backups with point-in-time recovery
Continuous monitoring & dependency scanning

Have a security questionnaire? We'll turn it around fast.

Request our security pack

Get a guided demo — see your firm's onboarding, set up free.

Schedule a call