Where your data goes, and who can see it

Before a pilot processes customer documents, we agree where information is stored and processed, who may access it and how copies are retained or deleted. The selected deployment must be assessed as a whole.

Read-only source access

The pilot uses approved exports or authorised read-only connections. It does not rename, move, delete or write back to source records. A separate index contains copied information and needs its own access and retention controls.

Access and review

Access rules are agreed and tested before pilot users receive access. Model training and retention terms are checked for the selected services. Results remain subject to professional review, and the pilot does not file documents or send communications.

You stay responsible for what your lawyers rely on. The system supports your confidentiality obligations. It does not take them over.

This page is general information about how we work, not legal advice. Check with your own advisers and your professional indemnity insurer before any pilot.