Data-handling and intake controls.
Plain language your firm's counsel can evaluate in ten minutes. The written scope sets the retention, isolation, redaction, and legal-hold controls, and we test them before live traffic.
We use enterprise voice and language-model providers under contractual no-training and data-protection terms, including zero-data-retention API terms where available. Caller content is not used to train a model. This reduces the training-related consent concern discussed in ABA Formal Opinion 512; the firm and its counsel remain responsible for their obligations.
Separate firm data boundaries are in place before live traffic.
A pattern filter removes Social-Security-shaped and payment-card-shaped digit strings from the intake record we create, before that record is stored. It runs on our own record only and does not redact the voice provider’s copy of the transcript, which is not redacted today.
Every summary reads "AI-generated, unverified, attorney to confirm," so it is never mistaken for attorney work product.
When included, legal hold suspends scheduled deletion for the selected matter.
Workforce AI Corp, operating as Vetted Intake, extends its SOC 2 Type II control environment to each signed implementation. A BAA can be arranged during implementation when the signed scope requires one.