Secure AI for confidential legal matters
Lawyers can use AI responsibly only when confidentiality, access rights, source review and human oversight are designed together. LexVera is built for legal teams that want AI without losing control over matter information.
This page describes product principles and work processes. Specific security terms, data-processing terms, retention periods and service commitments belong in the applicable customer agreement.
Confidentiality starts with the workflow
Legal matter work often includes client information, strategy, draft advice, personal data, commercial information and internal analysis. Secure AI use therefore requires more than a technical feature. The firm needs to decide what information may be used, who may access it, how sources are displayed and when a lawyer must review the result.
LexVera is intended for controlled use. Teams work with defined workflows rather than loose prompts outside the matter context.
Controls legal teams expect
Access by team and matter
Limit use to the people and matters for which access is appropriate.
Inspectable sources
Important conclusions should trace back to documents, authorities or other checkable materials.
Review before external use
AI-generated text becomes work product only after legal review.
Policy and control points
Teams need clear rules for permitted use, additional review and approval.
Questions before rollout
Before using AI with confidential files, a firm should decide which matter types are suitable, which clients or matters are out of scope, which sources may be used, who reviews results and how deletion, export and retention are handled. These questions determine whether AI is reliable enough for everyday legal work.