CaseClarity Email hello@caseclarity.ai

Mechanisms, not adjectives.

This page describes how CaseClarity actually handles a firm’s data, in the terms a diligence-minded lawyer or IT advisor would ask about. Where something is a limit, we say so.

It exists because the difference between a demo and a system you can stake a licence on is everything on this page.

A system of your own, not an account on ours.

Every firm gets a single-tenant deployment on AWS, in its own isolated environment.1

Your files are never commingled with another firm’s: that is how it is built.2 They are never used to train anyone’s AI: that is a term of the AI provider’s contract.3

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    Its own private network, its own compute, its own encrypted storage and its own encryption keys. There is no shared application and no shared database.

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    Single-tenant by construction: there is no pool your files could be pooled into.

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    The contract terms for Anthropic’s API carry a no-training posture and data-protection agreements. Where that processing runs: note 11.

The firm’s system runs in Canada, with encrypted backups to a second Canadian region, daily.4

Every step is kept in a versioned record, and changes made after the fact are flagged for review.5

Your firm’s system has no open inbound ports, and the working agents are sandboxed to the firm’s matter files.6

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    The system in AWS ca-central-1 (Montreal); backups in ca-west-1 (Calgary), encrypted with the firm’s own key.

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    A versioned matter record. We say changes after the fact are flagged, never that the record is tamper-proof.

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    The agents have no access to the system’s credentials or configuration, and their write control denies by default.

Your matter folders where theyalready live read-only Your firm’s own system built for your firm, used by no one else, hosted in Canada The AI team works here reads the file, drafts the work, checks every citation Backed up daily, locked with your firm’s own key a second copy, kept elsewhere in Canada Never pooled with other firms. Not a login on a shared platform. The wall the one door your instructions the work, to you Your inbox you email the team; the work comes back, your word starts it Clients, courts, opposing counsel No path exists. Only you send. AI model processing Anthropic API, US infrastructure no-training, short retention, consented CanLII citation check the citation string only, never a word of the file Disclosed connections, stated plainly Your matter folders where they already live read-only Your firm’s own system built for your firm, used by no one else, in Canada The AI team works here reads the file, drafts the work, checks every citation Backed up daily, locked with your firm’s own key a second copy, kept elsewhere in Canada Never pooled with other firms. Not a login on a shared platform. The wall the one door your instructions in, the work out Your inbox you email the team; the work comes back, your word starts it Clients, courts, opposing counsel No path exists. Only you send. Disclosed connections, stated plainly AI model processing Anthropic API, US infrastructure no-training, short retention, consented CanLII citation check the citation string only, never a word of the file
The whole architecture in one picture: your files are read in place, the work happens on your firm’s own system in Canada, you direct the team by email through the one door, and the only way anything reaches the world is through you. Where the work leaves the system, for AI processing or a citation check, it is disclosed here, not buried.

Read-only, where they already live.

CaseClarity reads the matter folders your firm already keeps, on a read-only basis. It cannot alter, move, or delete anything in your files.7

Scanned documents are read by a document-reading service hosted in Canada, in the same environment as the rest of the firm’s system, with no document retention.8

Share the wrong folder and the team refuses it rather than reading everything.9

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    OneDrive and SharePoint today, through Microsoft’s own API, with read-only access.

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    It runs in ca-central-1, with the rest of the system. See note 4.

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    Only your firm’s own shares are accepted, and a share of a whole drive is refused.

The honest residency answer.

Your firm’s system, files, and backups are hosted in Canadian regions.10 AI model processing is the disclosed exception: it runs on US infrastructure, under contract.11

We would rather tell you this plainly than claim an end-to-end residency the architecture does not have. The written client-consent workflow, developed with your firm at onboarding, covers exactly this processing.12

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    ca-central-1 and ca-west-1. See note 4.

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    Anthropic’s API, under contract terms with a no-training posture, data-protection agreements, and deletion of API inputs on a short retention cycle.

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    Built around Law Society of BC guidance. The pilot runs on written informed client consent; we do not claim zero data retention.

When a citation is checked against CanLII, the only thing transmitted is the citation string itself: never a client name, never a word of the file.13

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    This covers the citation lookup alone. The matter itself is processed by the AI provider in note 11, under the consent workflow in note 12.

Nothing leaves without the lawyer.

The system structurally cannot send anything outside the firm: no part of it has a path to email a client, a court, or opposing counsel.14

It cannot file and cannot sign. Sign-off and anything leaving the firm are reserved to the lead lawyer and cannot be delegated away, even by configuration.15

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    The team only ever emails your firm’s own people, so anything for the outside world is a draft you review and send yourself.

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    Where sign-off buttons are switched on, each is a single-use signed link whose key is held outside the firm’s server. Otherwise your sign-off is your own reply from your verified address.

The professional-responsibility checks (conflicts, limitations, the client’s AI disclosure, jurisdiction) are recorded on every matter.16

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    Anything unconfirmed is put to you in one question and noted on the record, so the file shows when each was settled.

Nobody can instruct the team pretending to be you: it acts only on email that genuinely comes from your own firm address.17

Mail stays on the file. If an email would reach someone on the firm’s people list who isn’t on that matter, they’re taken off it, and the email says so.18

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    It acts only on email from an address on the firm’s people list that passes sender authentication for the firm’s own domain (DKIM, SPF and DMARC alignment). Mail from anywhere else is dropped, with no reply.

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    This check runs within your firm’s own people list; the team never emails anyone outside it. See note 14.

Every piece of work itemized, every step recorded.

Work is drawn from a prepaid balance your firm controls, and every month the invoice itemizes it by lawyer, file and request.19 You’re told well before the balance runs low, and even at zero, the lawyer’s own instructions, work already underway, and deadline reminders never stop.20 Every delivered piece of work and every decision is recorded on the matter.21

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    Costs, decisions, and deliverables are all traceable after the fact.

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    Your own instructions always run, even at zero.

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    In the versioned matter record. See note 5.

The limits, stated.

What we do not claim, and the notes above that it narrows.

  1. No regulator has endorsed, approved, or reviewed this product, and we will never imply otherwise: CaseClarity is built around Law Society of BC guidance, and that wording is deliberate.

    Narrows note 12

  2. We do not claim zero data retention; the pilot runs on written informed client consent.

    Narrows notes 11 and 12

  3. We say changes after the fact are flagged, never that the record is tamper-proof.

    Narrows notes 5 and 21

  4. We describe mechanisms rather than reaching for certifications we have not earned or adjectives we cannot prove.

    Governs every note on this page

Security questions, or something to report: support@caseclarity.ai

What the system can never do: What it never does

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Email hello@caseclarity.ai