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How we protect your firm

Seven things you can count on.

Your firm's data stays separate

Each firm runs in its own private, isolated environment. Your data is never mixed with another firm's, and it's never used to train AI models.

Nothing is shared until you approve it

Every update starts private. Clients see only what your team chooses to show them.

Your case system stays the source of truth

Invilex works alongside your case management system rather than replacing it. Client uploads and messages go straight into your existing records.

Evidence you can stand behind

Each journal entry is encrypted, sealed, timestamped and chained to the entries before it the moment the client saves it. No entry can be changed, added or removed, so you can show the record hasn't been altered by anyone, including us.

Voice stays on the phone

When clients talk to the assistant, their voice is converted to text on their own device. Recordings are never uploaded.

The assistant knows its limits

It answers questions about case status, dates and next steps. Anything that sounds like legal advice goes to your attorneys.

You're in control of access

Your firm decides which staff can see and do what, and who in a client's family can be involved.

Approval first

The assistant can't share what your team hasn't approved.

Every update starts private, and the assistant only sees what your team has approved for that client. That's how it answers questions without saying something you didn't want said.

  • Every change starts private in your team's morning list.
  • Staff choose what each client sees, and can add a plain-language note.
  • Settlement, fault and case value always go to your attorneys.
  • Urgent messages reach the people your firm designates, even after hours.
Your professional obligations

Your firm stays responsible. We give you the control to meet that.

As with any tool or service you use, your firm remains responsible for its ethical obligations.

  • Suggested consent language for your client agreements.
  • Full visibility into what each client sees.
  • Full control over what the assistant can share, and with whom.
Hill Shape
Live in about 3 weeks

See what your clients would see.

Every client informed Every day documented Every word approved English & Spanish Your firm's own app Fewer status calls Works with your case system No per-seat charges Day or night Stronger cases