Security & confidentiality

A confidentiality-first system, designed for privileged work.

SophieScribe is built around how legal work actually moves: scoped to the matter, classification aware, attorney controlled, and provable end to end. Below is the posture in plain language.

Meeting capture

Two capture paths, never a recording.

The audio path depends on which client your firm uses. On either path, audio and video are streamed live and discarded; only the transcript exists, briefly.

In-app capture (browser-tab audio)

SophieScribe opens the meeting in a managed browser tab. Audio is captured locally from that tab via the W3C MediaStream API and streamed direct to our transcription service over an encrypted channel. No third-party participant joins the meeting; no SophieScribe presence is visible to other attendees. Works with Google Meet, Microsoft Teams (web client), and Zoom Web Client.

Visible bot capture (for desktop / mobile clients)

When the firm uses the Zoom / Teams desktop or mobile app — or any client where browser-tab capture is not possible — a named SophieScribe Assistant joins the meeting as a participant. The bot is visible in the participant list, runs in stream-only mode (no recording on our side or the bot subprocessor's side), and is configured to discard audio as it transcribes.

See How it works → Capture model for the full per-provider matrix and the consent posture recommendations by jurisdiction.

Confidentiality posture

How privileged communications are actually handled.

Six load-bearing controls. Each is implemented at the architecture level, not bolted on as policy.

Streaming mode. No audio retained

By default the system runs in a streaming mode where audio is transcribed in transit and discarded. Only the transcript and structured outputs persist, scoped to the matter.

Encrypted recording, only when enabled

Firms may opt in to a recorded mode for specific matter types. Recordings are encrypted at rest with keys you control. Retention is configurable and auditable.

Customer-controlled retention

Per-matter retention windows for transcripts, analysis outputs, agent task records, and audit trails. Defaults err on the side of less.

Tenant + matter isolation

Per tenant data boundaries enforced at the database, API, and worker layers, with row level security and access checks scoped to the matter on every query.

Defense in depth

Encryption in transit and at rest, segmented network paths, scoped credentials per worker, least-privilege service accounts, and ethical-wall enforcement at the access layer.

Privilege-aware classification

Privileged, confidential, and work product classifications are core data attributes that propagate to every output, surface, and downstream sync.

Provenance and auditability

Every output traces back to where it came from.

From transcript span to extracted output to attorney approval to downstream sync, the lineage is preserved end to end and verifiable on demand.

  • Cryptographically verifiable. A snapshot is recorded for every material lifecycle event so the chain can be re verified later.
  • Linked to the source span. Issues, deadlines, and tasks point to the transcript moments that produced them.
  • Records ready for audit. Data access, output generation, edits, and approvals are immutable and retrievable per matter.

Output lineage · acceleration clause issue

trail #ab27f1c0
  1. Transcript captured

    Strategy review · seg #142 · 02:14

    Ephemeral audio · transcript only

    01
  2. Issue extracted by agent

    agent: issue-extractor · model v2.3 · conf 0.86

    Source span: seg #142 to #144

    02
  3. Attorney approved

    M. Park · 14 Mar 09:42 EST

    Approval recorded · digest ab27…f1c0

    03
  4. Synced to matter timeline

    Smith v. Jones · open issue #38

    Lineage preserved · audit row #4421

    04
4 events · scoped to the matter · tamper evidentVerify chain →

Retention controls

You decide what stays, what goes, and for how long.

Retention is set per matter, per artifact type, and overridable for sensitive work. Defaults are conservative. The system surfaces what it is keeping at all times.

Retention by artifact

Live audio (streaming mode)

Discarded in transit

n/a

Live audio (recorded mode)

Encrypted at rest

Per-matter retention window

Transcripts

Matter-scoped, retained

Customer-defined window

Analysis outputs

Linked to source span

Per-matter override

Audit & approval records

Immutable, retained

Compliance-driven

All values are configurable per matter. Defaults shown.

Standards & deployment

What we commit to, and what we don't pretend to.

Compliance language stays honest. Designed for, built to support, ready for audit. Never claims of certification we don't yet hold.

SOC 2 program

Designed against SOC 2 Trust Services Criteria; controls and evidence under active development. Certification status communicated transparently and not implied otherwise.

GDPR & CCPA posture

Built to support GDPR / CCPA-aligned subject rights, data export, and erasure workflows. Deployment-specific commitments covered in the contract.

ABA Model Rules

Built to support the duties of confidentiality and supervision (Rules 1.6 and 5.3): attorney approval gates, audit attributed actions, and access scoped to the matter.

Sovereign deployment

Architected for single tenant and customer controlled deployments, including bring your own cloud arrangements where required.

Security and confidentiality

Built to support privileged communications

A confidentiality first architecture, designed around how legal work actually moves: matters, classifications, retention, and provable audit.

No recording by default

Streaming mode produces a transcript only. Audio passes through transcription and is discarded. Never written to disk, never persisted.

Optional encrypted recording

Firms can opt in to a recording mode for specific matters. Audio is encrypted at rest with customer controlled keys and retention policy.

Tenant isolation

Per-tenant data boundaries enforced at the database, API, and worker layers. Backed by row-level security and matter-scoped access checks.

Retention you control

Customer controlled retention windows for transcripts, analysis outputs, and audit records. Defaults err on the side of less.

Defense in depth

Encryption in transit and at rest, segmented network paths, scoped credentials per worker, and least privilege service accounts throughout.

Designed for privileged work

Privilege and confidentiality are core data classifications, propagated to every output and surfaced in the UI as the system handles the data.

Bring SophieScribe to your firm

Evaluate SophieScribe in a private, matter-scoped pilot.

Tell us a little about how your firm runs and we'll set up a walk through against your own meeting types. No recordings required, deployment options reviewed up front.

Confidentiality preserved · designed for privileged work