Autonomy is only safe when it is governed.
An agentic operating system touches client confidences, deadlines and money. That makes governance a product feature, not a policy page. Here is how control is enforced.
Controls
Ten things a firm should ask about — answered.
Identity & authentication
Firm-managed accounts with modern authentication and session controls.
Role-based access
Access to matters and operations follows the firm's permission model.
Agent authority limits
Agents act only within the authority granted to the directing user.
Approval gates
Any action class can be required to stop for human review before it happens.
Action attribution
Every user and agent action records actor, authority, model and result.
Tenant isolation
Each firm's environment is logically separated from every other firm's.
Data protection
Information is protected in transit and at rest using current controls.
Model policy enforcement
Only approved providers may process firm information, by work type.
Retrieval scoping
Agents can only read what the directing user is entitled to read.
Operational monitoring
Platform activity is monitored, with administrative review available to the firm.
Diligence
We will not claim certifications we do not hold.
Detailed control descriptions, deployment options, data-handling specifics and our current compliance posture are shared directly with firms under evaluation.
If your firm has an information-security questionnaire, send it. We would rather answer it precisely than post logos.
Bring your security team to the demo.
We are happy to walk your IT and risk stakeholders through authority configuration, audit records and model policy in detail.