Trust · Enterprise Security Architecture
Security designed for firms where client trust is everything.
When dealing with client financial statements, confidential meeting deliberations, and proprietary data, security cannot be an afterthought. We build with strict isolation and zero model training by default.
"Who can see our client data?"
Only your authorized team. We designed our entire architecture to answer this question unequivocally.
Your client files never train external foundation models. We do not aggregate customer datasets, we do not inspect your client records without written authorization, and we enforce strict cryptographic boundaries between client accounts.
A person from your team is always in control: every low-confidence extraction is staged for your approval before reaching external systems.
Our four security pillars
Tenant Data Isolation
Each client operates in an isolated environment. Databases, vector indices, and document storage are partitioned at the tenant level with strict cryptographic boundary enforcement.
Zero-Retention Model Agreements
Your documents, statements, and transcripts never train public or third-party AI models. We enforce zero-data-retention API contracts with enterprise AI infrastructure providers.
Access Controls & Encryption
All data is encrypted in transit using TLS 1.3 and at rest using AES-256. Role-based access control (RBAC) and least-privilege principles govern all operational infrastructure.
Audit Trails & Human Review
Every extraction, query, and generation event produces an immutable audit log. Low-confidence fields are routed to human reviewers so nothing is committed without verification.
How data flows through our pipelines
Documents and audio streams are ingested over TLS 1.3 and stored in customer-isolated, encrypted cloud buckets.
Text extraction and model inference occur in memory without persistent intermediary caches on external model servers.
Verified structured output is stored in customer-dedicated database tables. Encryption keys can be managed via AWS KMS or Azure Key Vault.
Data is retained strictly according to your compliance schedule and permanently purged upon contract termination or on request.
Security commitments: [Security details to be confirmed by the owner].
Legal policies and terms
Review our formal terms, policies, and commitments:
Have specific security or compliance questions?
We regularly complete vendor security assessments and partner with security review teams for wealth advisory, consulting, and legal firms.