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Security

Client data deserves the same care you give every file.

LawNest is built for firms that handle sensitive client information every day. Encryption, access controls, and audit trails are part of the platform — not an enterprise upsell.

  • Data encrypted in transit (TLS 1.2+) and at rest on infrastructure hosted in North America
  • Role-based access: owners, lawyers, paralegals, and billing staff see only what their role allows
  • Per-matter team assignment restricts file access to assigned staff
  • Client portal isolated from firm dashboard — clients authenticate separately with secure sessions
  • Retainer signing audit trail with timestamp, IP, and certificate of completion
  • Activity log on clients, matters, invoices, and trust transactions for accountability
  • Regular backups with point-in-time recovery on Firm plan
  • No selling client data — your firm owns the relationship and the records
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Practice management for solo lawyers and small firms — intake, matters, billing, and client portal in one matter-first workspace.

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