Authorized access
Confirm who is authorized to access the matter, how access is granted and how it is removed before transferring records.
Security & confidentiality
Your evidence, handled like evidence.
We agree confidentiality, authorized access, data handling, and retention before receiving case files. Ask us about processing providers and deletion arrangements during your demo.
Processing providers
Ask which providers process the records and what their training, retention and access terms permit. Confirm the arrangements for your engagement before transfer.
Retention and deletion
Agree retention periods and deletion arrangements, including any backup or legal retention exceptions, in the engagement terms.
Evidence handling and legal review
Use source references to review findings against the records. Your counsel determines privilege, work-product treatment and any use in proceedings; the report does not determine admissibility.
Request a demo
See the report. Discuss the arrangements.
Walk through an example, ask your questions and discuss fit. Before an engagement, agree scope, fee, timeline and how your case files will be handled.