Documents and commitments to review
Review the information available now and the documents to obtain before go-live.
Documents to review before go-live
Read the privacy notice and request the other security documents. Review the pack with your security lead before go-live.
Our obligations as processor, your instructions as controller, breach notification, and what happens to your data when the pilot ends.
What is in itRequest this document- Pilot agreement and applicable schedules
- Documented instructions, and no training on your data
- Confidentiality and professional privilege, including what we do if an authority asks
- Security measures, listed individually
- Sub-processors, with an objection right
- Data subject rights, breach notification, DPIA assistance
- Data return and deletion, including backups
- Audit rights
- International transfers
Every third party touching your data, what each one does, and the country it runs in.
What is in itRead it now- Platform: Supabase, Vercel and OpenAI. Website and contact: Vercel, n8n and Calendly. The contractual supplier list specifies their roles, processing locations and applicable transfer safeguards.
- Purpose stated for each
- Published in our privacy notice, live now
How long each category is held, and how deletion is evidenced.
What is in itRequest this document- Enquiry text, extracted names, generated brief
- Acknowledgement sent, tracker and audit entries
- Backups and archive copies
- AI-provider retention according to the services and settings documented in the security pack
- Periods agreed with your firm, not imposed
The scheme in plain terms: what is encrypted, where the keys live, who can reach them.
What is in itRequest this document- Hybrid X25519 and ML-KEM-1024
- AES-256-GCM symmetric layer
- ML-DSA-87 signing on audit checkpoints
- Key custody, rotation and recovery
- Why hybrid, following ANSSI guidance
A documented mapping of declared controls to OWASP ASVS requirements. The mapping does not constitute an independent audit.
What is in itRequest this document- Control by control, against a published standard
- Level claimed, and the date of the mapping
- Gaps stated rather than omitted
The exact wording a prospect sees, showing the system gives no legal advice.
What is in itRequest this document- The exact text sent to an enquirer
- No legal advice, no lawyer-client relationship
- Reviewed and approved by your firm before go-live
Would this enquiry be covered?
These three answers indicate possible coverage. The signed terms and the pilot dates remain relevant.
The guarantee covers the handling of qualifying enquiries. It does not guarantee conversion into matters.
Where the line sits
Review the software’s administrative tasks and the decisions that remain with your firm.
- Captures the enquiry from form, inbox or missed call
- Classifies the matter and scores urgency
- Extracts names and organisations for your conflict process
- Drafts an internal brief for a lawyer
- Sends an acknowledgement whose wording you approved in advance
- Gives legal advice, or any view on the merits
- Creates a lawyer-client relationship
- Clears a conflict, or decides one is clear
- Sends anything to a client without the firm’s approval
- Makes legal decisions or accepts a matter without the firm’s approval
We claim no regulatory approval, and no supplier can give you one. The sample client disclaimer in the pack shows the exact wording a prospect sees, so your own conduct check has something concrete to examine.
Needs the pilot can help you assess
- Enquiries your firm receives directly
- Enquiries arriving faster than a person can triage them
- A need to track and route new enquiries
- One practice area you can define clearly for a pilot
- Enquiries already answered within minutes today
- Work that arrives entirely by referral or panel appointment
- No single person able to approve briefs during the pilot
- A need for advice on the matter itself, which we do not provide
The time your team needs to allow
Pricing sets out the costs. The following steps describe your team’s involvement.
- 01A 15-minute call
One founder. Your practice area and how enquiries reach you now.
- 02Your criteria, in writing
What counts as a qualifying enquiry, and where each one should go. Defined together on day one, then fixed.
- 03Access to the channels
Your team configures connected channels and platform access. Using the service on iPhone requires the app.
- 04Wording you approve
The acknowledgement a prospect receives, in your name. Nothing is sent before you sign it off.
- 05A reviewer
A named lawyer reviews the briefs and proposed replies.
Target setup: 7 days. 60-day pilot, then month to month, cancel any time, export your data whenever you want.
Speak with a founder
15 minutes with a founder. No obligation.