SettleWise Security and Data Handling
SettleWise is SOC 2 Type II certified with per-client and per-firm data isolation, a full audit trail, and role-based access controls designed to support the confidentiality obligations of family law practice.
SOC 2 Type II Certification
SettleWise is SOC 2 Type II certified — meaning security controls have been independently audited and verified over time, not just assessed at a point in time. This is the standard your firm should require for any system handling client financial data.
Data Isolation
- Per-client isolation: each client matter is siloed; no cross-case data exposure
- Per-firm isolation: your firm's data is never shared with or accessible by another firm
- No cross-case or cross-firm data sharing at any level
Role-Based Access Controls
- Attorneys and paralegals are invited as team members with defined roles
- Permissions control who can view, upload, edit, and export within each case
- Access is scoped to what each role needs — paralegals see the document workflow; attorneys see review and export
Full Audit Trail
Every action in SettleWise is logged:
- Who uploaded a document and when
- Who accessed a file and when
- Every modification — what changed, who made the change, and when
The audit trail supports bar-compliance obligations and provides a defensible record if document handling is ever questioned.
AI and Your Case Data
- SettleWise does not use your case data to train AI models
- Extracted values and generated documents remain within your firm's isolated environment
Confidentiality Obligations
SettleWise is built to support — not undermine — your firm's professional confidentiality obligations. Per-matter siloing, role-based access, and the audit trail are designed with bar-compliance requirements in mind.
Who at SettleWise Can See Your Data
Your firm's data is access-controlled and isolated. Team access within SettleWise is role-based, and the audit trail records every action taken on case data.
FAQ
- Is SettleWise SOC 2 certified?
- Yes. SettleWise is SOC 2 Type II certified, meaning security controls have been independently audited and verified over time.
- Does SettleWise use our case data to train AI models?
- No. SettleWise does not use your case data or client financial information to train AI models.