Rules for

For California law firms

Nothing privileged leaves by accident. And you can prove it.

Every file checked on the way out. Every removal cited. Your lawyer signs.

One price for the whole firm, set by its size. See pricing

One admin consent · watching same day · enforcing when you say

Estate of Whitfield · production to opposing counsel

Opposing counsel

12 items removed · each cited

Retained expert

privileged analysis held back

Co-counsel

full file · access logged

One file. Three copies. Nothing moved.

What one accident costs

61%

of error-caused breaches are misdelivery. Sent to the wrong person.

Verizon DBIR 2026, n=1,719

$11.5M

average cost of a US data breach. Fines, legal costs, notification, lost business.

IBM Cost of a Data Breach, 2026

637,620

people exposed in one firm's breach. It settled for $8M.

In re Orrick, N.D. Cal. 2024

DQ'd

the lawyers who received protected work product. And their experts.

Rico v. Mitsubishi (2007)

IBM's figure is the average total cost of a breach, and it does include regulatory fines alongside detection, notification and lost business. It is a cross-industry average of large surveyed organizations; the legal, accounting and consulting row is $5.08M. The median annual cyber cost for a small US business is $8,300 (Hiscox 2023). Orrick is not the largest firm breach on record, only one of the best documented.

The record

Privilege survives a mistake only if you can show what you did.

Other tools delete the text. The question that matters next is what left, on whose authority, and who signed.

Audit log · Estate of Whitfield · production to opposing counsel
hash-chained
TimeEventAuthorityWho
09:14512 pages analyzedStipulated prot. orderautomatic
09:1612 removals proposed · SSN, DOB, account no.Prot. order · CCP §2031.060(b)automatic
09:2410 proposed removals approvedProt. order · CCP §2031.060(b)M. Chen, paralegal
09:312 disputed and kept in, reason recordedreviewer noteM. Chen, paralegal
09:33Those 2 confirmed Counsel confirmation.counsel of recordR. Alvarez, counsel
09:41Privileged passage held back from expert copyCCP §2031.240(b)(2) · work productR. Alvarez, counsel
09:44Released to opposing counseln/aR. Alvarez, counsel

A lawyer signs

Your reviewer disputes in their own words. Counsel confirms, on its own line.

The original never changes

Recipients get their own copy. Nothing is flattened.

Overrides cut both ways

Put something back and that is on the record too.

Rico v. Mitsubishi, 42 Cal.4th 807 (2007) (absolute work product, CCP §2018.030(a)). DataGuard flags candidates and cites the authority your policy names. The lawyer decides what is privileged. Illustrative, not legal advice.

One policy

Not everything needs redacting. All of it needs governing.

Litigation production

Checked against the protective order before a page goes out.

Expert witness

The records they need. Not the analysis around them.

Everyday sending

No redaction. Right recipient, expiry, who opened it.

AI tools

Copilot reads a synthetic twin.

Rolling productionsBates untouchedNative filesPer-recipient copiesReviewer has final say

Your team already uses AI

A ban does not work. Neither does hoping.

The model reads a synthetic twin. The real matter stays with you.

Stays with you
ClientEstate of M. Whitfield
Adverse partyCornerstone Holdings
Settlement$1,240,000
Account4471-8890
What Copilot reads
ClientEstate of P. Larkin
Adverse partyBrightwater Group
Settlement$1,240,000
Account2085-3317

U.S. v. Heppner, S.D.N.Y. 2026 · Clio Legal Trends, 2025

Getting it running

You approve it once. Nothing moves.

01

One admin consent

Approved once in the console you already run. No install, no new login.

02

Point it at your folders

It reads where they sit and writes back to the same place.

03

Watch, then enforce

See what it would have caught on your own files first.

Your data
OneDrive
SharePoint
Google Drive
Outlook
Gmail
0 in flight
DataGuard
1. Find
entity recognition
2. Decide
your policy
3. Remove
redact · scope
Who sees it
Reviewer
Paralegal
AI assistant
Client
Counsel
Audit log · live
waiting for first event…
Reads from
OutlookGmailOneDriveSharePointGoogle DriveClio

FAQ

Book a demo

Bring a document from your own practice.

Twenty minutes. No slides. You see what gets caught, what goes through untouched, and the record it leaves.

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Microsoft Partner · built to SOC 2 standards (Type II in progress)

Showing rules for California law firms. Impact figures, audit log authorities and citations updated.