Your cases are privileged. Your automation should act like it.
Execute was designed by a practicing attorney who answers to the same rules of professional conduct you do, with the same malpractice exposure and the same clients to protect. Here is how we treat the most sensitive data in your law practice.
Your work product never trains anyone else's system
The way your firm screens cases, drafts pleadings, and argues motions is your competitive edge, earned over years. What Execute learns inside your firm is used for your firm. It is never pooled, shared, or used to improve what a competitor receives.
Nothing leaves without attorney approval
Every document Execute produces passes through attorney review before it is served, filed, or sent. The approval gate is the architecture of the product, not a setting: one place, one decision, done.
The system sees only what each case needs
Nothing outside the case is touched. Medical records, party information, and client communications are handled with the confidentiality their privilege demands.
Protected to the highest standard
HIPAA and SOC 2 compliant. Medical records move through channels built for protected health information, secure fax included, and privileged material is handled like the privileged material it is.
The destination: client data that never leaves your building.
Courts are tightening restrictions on where case data can travel, and larger firms are rightly nervous about privileged material living in someone else's cloud. We are building toward deployments where client data stays entirely on systems your firm controls, and firms on the waitlist hear about each step first. If that is the standard you hold vendors to, you belong on the list.
Ask every vendor these six questions. Including us.
Does my firm's work train your other customers' results?
No. Your drafting style and case strategy stay yours. What the system learns inside your firm works for your firm only.
Do I have to move my cases into your system?
No. Execute runs across the software your firm already uses. Your case files stay where they are, there is no migration project, and there is nothing new for your team to learn. Most tools cannot answer this one.
Who starts the work, your system or my staff?
The system does. Most tools wait for your team to find the task, upload the file, and prompt. Execute detects what each case needs, starts the work itself, and brings it to an attorney for approval.
Can anything reach a court or an adversary without an attorney signing off?
No. Attorney approval is structural and sits in front of every outbound document, exactly as you would approve an associate’s or paralegal’s work.
Where does my case data live day to day?
In your systems. Your case management system remains the system of record. Execute reads what the work requires, does the work, and files the work product back where your firm keeps it. A vendor that wants to become your system of record is asking you to move your clients into their building.
What happens to my data if I leave?
It is your data. You take it with you and we delete what remains. A vendor who hesitates on this question is telling you something.
I answer to the same rules of professional conduct, the same privilege obligations, and the same clients you do. Execute’s security model was built to the only standard I would accept for my own practice: nothing moves without an attorney’s approval, and nothing your firm knows ever works for anyone else.
If a vendor would not put that in writing, ask why. We just did.
Related: is AI allowed under the rules of professional conduct? →
Bring your hardest security question. We will answer it directly.
Detailed security documentation is available to waitlist firms during onboarding conversations. Or email us the hard question first.
Or write to [email protected].