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Trust & Security

Confidence starts before the first file is shared.

Your clients trust you with deeply personal information. Legalfy Cloud helps you honour that trust at every step.

Information stays in Canada, access stays intentional, and AI-assisted work stays connected to the material lawyers can review.

Legalfy Cloud trust architecture connecting Canadian data residency, controlled access, encrypted records, matter-level separation, visible audit trails, and source-grounded AI.

Clients get a clear experience. Legal teams retain the private detail they need. The boundary between them stays intact.

Where data lives

Matter information stays in Canada

How it is protected

Encrypted while moving and stored

Who sees what

Access follows each person and matter

AI you can review

Supporting material stays within reach

One Standard, Two Experiences

Trust has to make sense to everyone involved.

Clients should feel protected without facing legal complexity. Legal teams should retain the control, context, and accountability their work demands.

For Clients

A private place that feels clear, not intimidating.

Clients can follow updates, requests, documents, and next steps without needing to understand the systems behind the legal work.

  • A direct connection to the right matter
  • Clear requests with fewer sensitive email attachments
  • A focused view of the information intended for them
Explore the client experience

For Legal Teams

Confidence stays with the file.

Legal teams keep matter history, supporting material, client communication, and AI-assisted work together in one protected workspace.

  • Access follows each firm, team, matter, and role
  • Important activity remains connected to the person behind it
  • Supporting material stays easy to find and review
Explore the legal team experience

Trust You Can Explain

Protection people can understand.

Each safeguard answers a question clients, legal teams, and firm leaders naturally ask before sensitive matter work moves into a new platform.

Review the security details

Your Data Stays in Canada

Give clients a clear, confident answer when they ask where their information lives.

Protected at Every Step

Information is encrypted while it moves and while it is stored, including documents and backups.

The Right People See the Right Work

Access follows each person, firm, role, and matter so private work stays private.

Every Matter Stays Separate

Sensitive information remains with the right organization and client file.

A History You Can Revisit

Important actions, document activity, and AI-assisted work retain a clear history.

AI Work You Can Review

Answers and drafts stay connected to the matter information lawyers need to check.

Platform and Data Protection

The infrastructure is designed to protect sensitive legal information throughout storage, transmission, processing, and recovery.

Hosting foundation

  • Hosted on Amazon Web Services with network isolation and private data resources.
  • Managed compute, database, and object-storage services reduce direct infrastructure exposure.
  • Customer matter data is stored in Canada.

Encryption

  • TLS 1.2 or newer protects client-server and service-to-service traffic.
  • Databases, stored documents, backups, and snapshots are encrypted at rest.
  • Keys and application secrets are managed outside source code through controlled services and configuration.

Ownership and lifecycle

  • Customers retain ownership of their data.
  • Data is retained only as required to operate the platform and support the customer relationship.
  • Account and matter termination workflows support deletion of dependent records.

Identity, Access, and Isolation

Access follows the legal work: the authenticated person, their organization, their team, their role, and the matter they are working on.

Identity

  • Managed identity services support authentication, verification, and account recovery.
  • Secure password policies and verification workflows protect account access.
  • Access is granted according to the minimum permissions required for a role.

Authorization

  • Role-based controls are scoped by organization, team, matter, and role.
  • Queries are scoped to authenticated identity and organization context.
  • Administrative capability and workspace-seat access remain distinct controls.

Separation

  • Organizations are logically isolated at the data layer.
  • Matters remain separated within each organization.
  • The Client Matter Workspace exposes the client-facing experience without revealing internal legal-team work.

Responsible AI Assistance

AI is used to help people understand and work with matter information. It does not replace legal judgment or remove the need for review.

Scoped context

  • AI receives the matter or task context needed for the requested work.
  • Matter-specific prompts and uploaded files remain scoped to their workflow.
  • Customer content is not used to train shared AI models.

Reviewable outputs

  • AI-assisted answers and drafts keep the path back to inputs and source documents visible.
  • Execution context and timing support review of how an output was produced.
  • Lawyers remain responsible for reviewing and applying professional judgment to the work.

Controlled workflows

  • AI actions run inside defined matter workflows rather than as unconstrained autonomous activity.
  • AI activity follows the same access boundaries as the person requesting it.
  • Material actions retain an attributable activity history.

Accountability and Operations

Trust continues after launch through reviewable activity, monitored operations, and clear response practices.

Activity history

  • User actions, document interactions, workflow steps, and AI executions are logged.
  • Events are timestamped and attributable for internal review.
  • AI-assisted outputs can be traced to their inputs, context, and source material.

Development and monitoring

  • Private repositories, code review, and environment separation support controlled development.
  • Infrastructure monitoring, error logging, and automated alerts support ongoing oversight.
  • Incident procedures cover containment, investigation, remediation, and customer communication when appropriate.

Privacy alignment

  • The platform is designed to support Canadian privacy expectations, including PIPEDA.
  • The architecture supports the confidentiality obligations legal professionals carry.
  • Legalfy Cloud does not sell or mine customer matter data.

Clear Boundaries

Trust also means being clear about what the platform does not do.

These boundaries keep Legalfy Cloud focused on secure matter collaboration, client clarity, and reviewable legal work.

  • Your matter data stays separate from other customers
  • Your content is not used to train shared AI models
  • AI activity retains a visible, attributable history

Bring Your Trust Questions

See how confidence carries through every matter.

We will show you how client privacy, team access, data protection, and responsible AI come together in the everyday experience of your firm.