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Security

Security & confidentiality

DocketFlow is built for the standards a law firm must meet. Your work stays private, protected, and under your control — here is how.

Data protection

  • Encrypted in transit (TLS 1.2+) and at rest (AES-256).
  • Your files stay in your own systems — DocketFlow connects with your authorization and never takes custody of your client data.
  • We never sell your data, and never use your client data to train third-party models.

Access & confidentiality

  • Role-based, least-privilege access — only authorized members of your firm can see a matter.
  • Single sign-on (SSO) and multi-factor authentication (MFA) supported.
  • Matter-level permissions and ethical walls help you manage conflicts.
  • Designed to protect attorney–client privilege and attorney work product.

You stay in control

  • Nothing is filed with a court or sent to anyone without your review and approval.
  • You can review, correct, or override any agent action at any time.
  • Every action is explainable — you always see what an agent did, and why.

Audit & accountability

  • Every agent action is logged, timestamped, and attributable to a user.
  • A complete, exportable audit trail supports oversight and defensibility.
  • Document version history is preserved.

Infrastructure & compliance

  • Hosted on enterprise-grade cloud infrastructure with continuous monitoring.
  • Controls aligned with the SOC 2 Trust Services Criteria; independent assessment underway.
  • Encrypted, redundant backups with disaster-recovery procedures.
  • Configurable data retention and deletion to match your firm’s policies.

Privacy & data handling

  • Data minimization — we process only what is needed to run the work you direct.
  • A limited set of subprocessors (infrastructure and court-filing providers), each bound by their own data-protection obligations.
  • See the Privacy Policy for how information is handled.

Need a security questionnaire completed, a copy of our latest report, or a DPA? Reach the team via the Contact page.