Security and control
The file is privileged. The software should act like it.
Security is enforced in the data model, consequential work remains reviewable, and the assistant never receives authority that belongs to a lawyer.
The controls
Row-level security on every table
Enforced in the database by role, not by whatever the interface happens to show: intake staff never see medical or money records, and only attorneys and administrators see settlement statements.
Every change audit-logged
Who changed it, who sent it and when, recorded by the database itself, and every opening of a medical file or document is logged as a read.
Documents quarantined and scanned
Every file (staff uploads, email attachments, signed returns) is held in private quarantine and scanned for malware before anyone at the firm can open it.
A person approves what goes out
The assistant drafts and proposes, and a change it suggests waits for the person who asked to confirm it. Letters go out only when a person sends them, and the software never files or serves anything with a court.
Citations on every document finding
Each finding the assistant drafts from a document carries its page number and the quoted source line, and staff check it before anything is kept.
Ask us to put every control in writing.
We will show the data path, access model, audit history and human approval boundaries against the workflow your firm actually uses.