Built to keep secrets
You handle the most sensitive records a client owns: their money, their accounts, their whole financial life. CounselPro is built to hold them the way your duty of confidentiality demands.
- AES-256 at rest
- TLS 1.3 in transit
- SOC 2 Type II vendors
- Hosted in the US
- Isolated per matter
Three promises we build around
Bank-grade protection
Your client's financial records get AES-256 encryption at rest and TLS 1.3 in transit, on SOC 2 Type II certified infrastructure. The same bar the banks that issued those statements hold themselves to.
Privilege comes first
Every matter is processed in its own isolated space with strict access controls. Nothing bleeds between clients, and your work product stays your work product.
Never training data
Our AI reads a document to pull the numbers, then lets it go. Your client's records are never kept to train a model, ours or anyone else's. That is written into our agreements, not just our promises.
Follow one document
From the second you drop a file in to the second you delete it, here is exactly what happens and who can touch it.
You upload
Your file leaves your machine over an encrypted connection and lands in storage that is encrypted with AES-256.
It goes into its own room
The document is processed in a space walled off from every other client, reachable only by the systems that need it.
The AI reads it, then forgets it
Our AI pulls the numbers and lines them up against the original page. It never keeps the content, and it is never used to train a model.
You control the file
The structured data lands in your workspace, linked back to the page it came from. The source document stays available for that traceability, and you can delete it, or the whole matter, at any time.
Locked at every layer
There is no single wall to breach. Encryption, access control, and isolation stack on top of each other, so a gap in one is still covered by the rest.
Stored data is encrypted with the same standard financial institutions use.
Every byte between you and CounselPro moves over a modern encrypted connection.
Our infrastructure runs on SOC 2 Type II certified providers with continuous monitoring.
MFA guards every account, so a stolen password alone gets no one in.
Client data stays hosted in United States data centers. It does not leave the country.
Each matter is processed in its own walled-off space with strict access controls.
Built for your duty
Aligned with ABA Model Rule 1.6
Your duty to protect client information shaped how the product works. We keep our framework current as state bars sharpen their expectations for AI and client data.
Every number is defensible
CounselPro refuses to use a figure the statement doesn't actually print, and every number links back to its exact source page. What you hand a judge, you can stand behind on cross.
You can see exactly who touches the data
We publish every subprocessor we use, from cloud hosting to the AI providers behind the analysis. Each one is under an enterprise agreement that forbids training on your data.
Questions about security?
Read the details, or talk to a human. Either way, we would rather answer the hard questions up front.