Dedicated database
Postgres per firm on the Protected SKU. Not a row in a pooled app pretending to be isolation.
Protected SKU · building
The isolation bar is a dedicated data plane the firm owns. We take that bar on Google and Microsoft — as a dedicated database and private inference, not an ERP implementation. The practice layer still has to close: as-of WIP, realization, and fee caps belong in the product, not a next-cycle custom table. This is the SKU we are building. It is not certified, and it is not the free product.
Postgres per firm on the Protected SKU. Not a row in a pooled app pretending to be isolation.
pgvector on that database. Retrieval stays with the firm. We do not train a public model on your files.
BYO-key or BYO-model. Suggest-and-confirm still applies. A human posts. We do not claim a foundation model we trained from scratch.
| Claim | Today | Track |
|---|---|---|
| SOC 2 Type I / II | Not certified | Type I, then Type II |
| ISO 27001 | Not certified | After Type II |
| HIPAA | No BAA. Not claimed | Only if PHI is in scope |
| IRC §7216 | Consent skeleton exists | Required before tax data |
| Pooled owner AI | Launch-gated Anthropic / OpenAI | Not the Protected SKU |
Controls that already exist in the product — sessions, encrypted tokens, audit, restore drill — live on Security. Comparisons that mention isolation: /compare.
No. The compliance track is SOC 2 Type I, then Type II, then ISO 27001. None of those attestations are earned today. Do not treat this page as an audit report.
No. Default CPA work is SOC 2 Type II plus FTC Safeguards plus IRC §7216 — when those are earned. HIPAA only matters if PHI is in scope. We do not offer a BAA today.
No. Suggest-and-confirm on the owner product uses launch-gated providers (Anthropic / OpenAI). That is not isolated inference. The Protected SKU is the isolation plane.
No. We will not claim a unique model trained from scratch. Private inference means your data stays on a dedicated plane, with a key or model you can bring.
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We will not demo a certificate we have not earned. We will show the plane we are building.