How CaseIntel Uses Enterprise-Grade AI SecurityWithout Enterprise Costs

Small law firms deserve the same AI security guarantees as BigLaw—without the six-figure price tag.

Every attorney knows the weight of attorney-client privilege. It's not just a legal concept—it's a sacred trust. When you use AI tools to analyze case documents, draft legal strategies, or review discovery materials, you're making a critical decision about who has access to your clients' most sensitive information.

Unfortunately, many AI tools on the market today weren't built with legal professionals in mind. They were designed for general business use, where the stakes are different and the rules are looser.


The Security Problem Lawyers Face

When you upload a confidential client document to an AI tool, you need to know exactly what happens to it:

  • Many AI tools train on your inputs. Your client's medical records, settlement negotiations, or litigation strategy could end up training a public model that anyone can access.
  • Some proxy your data through third-party servers. Your document might pass through multiple systems before reaching the AI, creating unnecessary exposure points.
  • Others don't clearly disclose data handling. Their terms of service use vague language about "improving our services" or "quality assurance" that could mean anything.

For legal work, this is unacceptable. Attorney-client privilege isn't negotiable. Neither is your ethical obligation to protect client confidentiality.


How CaseIntel Solves This

We built CaseIntel with a simple principle: small firms deserve the same security guarantees as enterprise clients—without the enterprise costs.

Here's what that means in plain English:

✓ CaseIntel runs on AWS infrastructure

Your documents are stored on Amazon Web Services, the same infrastructure used by the CIA, Department of Defense, and the world's largest financial institutions. We don't host our own servers or use consumer-grade cloud storage.

✓ AI requests stay inside a controlled environment

When you ask CaseIntel to analyze a document, that request is processed entirely within AWS Bedrock. Your data never leaves the AWS network, never touches third-party AI APIs, and never passes through proxy servers.

✓ Customer data is not used to train public models

This is explicit in our architecture. The AI models we use—Anthropic Claude via AWS Bedrock—do not train on customer inputs. Period. Your client's documents are analyzed and then deleted. They do not become part of any training dataset.

✓ Access is logged, restricted, and auditable

Every document upload, AI request, and data access is logged with timestamps and user IDs. Access controls are enforced through AWS Identity and Access Management (IAM), meaning only authorized users within your firm can access your cases.

This isn't marketing language. This is how the system actually works. We intentionally designed CaseIntel so attorneys don't have to wonder where their data goes.


The Architecture Behind the Security

When we chose AWS Bedrock as our AI foundation, it wasn't about buzzwords or vendor relationships. It was about finding the only architecture that met our security requirements for legal work.

Why AWS Bedrock Specifically?

Bedrock provides five critical security features that other AI platforms don't guarantee:

1. No Model Training on Customer Data

AWS Bedrock's models—including the Anthropic Claude models we use—are contractually prohibited from training on your inputs. This isn't an opt-out setting or privacy policy promise. It's architectural: the models physically cannot learn from your data.

2. IAM-Based Access Control

Access to AI models is controlled through AWS IAM policies. This means we can enforce role-based access control, audit every API call, and ensure only your firm's authorized users can process documents. If someone tries to access data they shouldn't, AWS logs it and blocks the request.

3. Encrypted in Transit and at Rest

All data is encrypted using AES-256 when stored and TLS 1.3 when transmitted. Your documents are encrypted before they leave your browser, remain encrypted in our database, and are encrypted during AI processing. Even CaseIntel engineers can't read your unencrypted documents.

4. Clear Data Boundaries

AWS Bedrock maintains strict data isolation. Your firm's documents are logically separated from every other customer. Even within AWS's own infrastructure, your data is partitioned and access-controlled to prevent cross-contamination or unauthorized access.

5. Model Flexibility Without Vendor Lock-In

Bedrock supports multiple AI models from different providers (Anthropic, Amazon, Meta). If a better, more secure model becomes available, we can switch without rebuilding our infrastructure or changing how we handle your data. Security guarantees remain consistent across models.

The Bottom Line

We chose this architecture so attorneys don't have to wonder where their data goes. The security isn't a feature you turn on—it's built into the foundation of how CaseIntel works.


How Other Tools Handle Your Data

Not all legal AI tools are created equal. While we won't name competitors directly, it's important to understand the different approaches to data security in the market:

⚠️ Third-Party API Proxies

Some legal AI tools proxy your requests through third-party AI services like OpenAI's public API. Your document gets sent to their servers, then forwarded to OpenAI, processed, and returned. Each hop is a potential security exposure point—and you're relying on multiple vendors' security promises.

⚠️ Extended Prompt Storage

Some platforms store your AI prompts and outputs for quality assurance, training, or analytics. The retention period might be 30 days, 90 days, or indefinite. During that time, your client's information sits in their databases—often without clear deletion guarantees.

⚠️ Vague Data Usage Policies

Read the fine print. Terms like "we may use your data to improve our services" or "aggregate anonymized usage data" can hide the fact that your specific case documents or legal strategies are being analyzed, even if names are redacted.

We intentionally designed CaseIntel to avoid these practices. Customer data stays within a tightly controlled AWS environment. We don't proxy through third parties. We don't store prompts longer than necessary for immediate processing. We don't use vague language about data usage—because we don't use your data for anything except providing you the service you paid for.


Why This Matters for Small Firms

Here's the uncomfortable truth: small law firms have been left behind in the legal technology revolution. Not because the technology doesn't exist, but because it's been priced for enterprises.

Big Law firms can afford Westlaw, Lexis, enterprise eDiscovery platforms, and extensive security reviews. They have IT departments, compliance officers, and the budget to pay $50,000+ per year for document review tools. Small firms usually can't.

That's the gap CaseIntel was built to fill. Enterprise-grade AI infrastructure—the same security architecture used by Fortune 500 companies—at a flat monthly subscription that solo practitioners and small firms can actually afford.

What This Means in Practice

When you use CaseIntel, you get:

  • The same data isolation that enterprise clients expect, enforced through AWS's infrastructure
  • The same encryption standards that banks and government agencies rely on
  • The same AI models that enterprise legal platforms use, without the enterprise price tag
  • Complete transparency about how your data is handled, processed, and protected

This is our competitive advantage: giving small firms access to security infrastructure that would cost hundreds of thousands of dollars to build yourself—at a price that makes sense for a two-attorney practice.


Security Isn't a Feature—It's a Prerequisite

Every technology decision in legal practice comes down to one question: Can I trust this tool with my clients' confidences?

For discovery software, case management platforms, or AI document analysis—the answer must be an unqualified yes. Not "probably," not "we think so," not "it should be fine."

That's why we built CaseIntel on AWS Bedrock. Not because it was easier (it wasn't). Not because it was cheaper (it isn't). But because it was the only architecture that let us say, without hesitation, that your client data is handled with the same security standards as classified government information and Fortune 500 financial records.

Security isn't a feature. It's a prerequisite.

Especially in legal work.

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Learn More About CaseIntel Security

Have questions about CaseIntel's security architecture? Contact us at security@caseintel.io.

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