Confidentiality and data handling.
Estate planning intakes contain HIPAA, healthcare, and high-net-worth asset disclosures. Here is exactly how we handle them.
Where your data lives.
Client intake data is stored in encrypted, US-based infrastructure. Backups are encrypted at rest. Data is never replicated to third-party regions.
Who has access.
Access is limited to Partner Counsel personnel directly assigned to your firm's matters. We do not use offshore contractors. We do not subcontract drafting work.
How we use AI.
We use AI to assemble and quality-check each plan. We do not use AI to generate legal language. Client intake data is never sent to a third-party large language model. Our assembly and QA layers run inside isolated, non-training environments.
File retention.
Completed deliverables are retained for 90 days after delivery for revision and redelivery purposes, then permanently purged. You can request immediate deletion at any time.
Confidentiality.
Every intake is treated as privileged work product. We do not share, resell, or train on your client data. We sign firm-specific confidentiality agreements on request.