Your Cases Are Confidential. We Built DocketIQ That Way.
Litigation involves some of the most sensitive information a law firm handles—privileged communications, confidential evidence, personal information, financial records, litigation strategy, and attorney work product.
DocketIQ is designed with security and confidentiality at the foundation, with modern safeguards for protecting case information throughout its lifecycle.
Security isn’t an add-on. It’s part of how DocketIQ is built.
Kestrel Mountain Supply v. Tallgrass Equipment Leasing
Access to this matter
Audit log
Built for Sensitive Legal Work
DocketIQ applies modern security practices across our application, infrastructure, access controls, and data-handling processes.
From the moment information enters DocketIQ through the time it is accessed, shared, exported, or deleted, we work to protect it against unauthorized access and disclosure.
Encryption
Sensitive information is protected using industry-standard encryption practices for data transmitted between users and DocketIQ and for stored data where applicable.
Access Controls
Role-based permissions help firms control who can access each matter and what they are permitted to do within it.
Secure Infrastructure
DocketIQ is built on modern cloud infrastructure using layered security controls, monitoring, isolation, and established infrastructure security practices.
Auditability
Important activity within DocketIQ can be tracked to help firms understand who accessed or changed case information and when.
Your Firm Controls Access to the Case.
Not everyone involved in litigation should see everything. DocketIQ is designed around that reality.
Attorneys and authorized team members can be given access appropriate to their role and matter. Clients receive controlled access through the Client Portal. Witnesses interact through limited-purpose experiences designed specifically for the information counsel chooses to request from them.
A witness submitting an affidavit does not need access to the firm’s case workspace.
A client does not automatically receive access to attorney work product.
DocketIQ is designed to keep collaboration useful without making the entire matter visible to everyone involved.
Secure Client CollaborationShare what matters. Keep the rest protected.
DocketIQ’s Client Portal provides a controlled environment for attorneys and clients to exchange information without relying on sprawling email threads and unsecured attachments.
Clients can securely contribute documents, provide facts, respond to attorney requests, identify relevant people, and participate in building the factual record.
The firm remains in control of the matter and determines what information is made available to the client.
Purpose-Built Witness AccessGet the testimony without opening the case file.
DocketIQ provides dedicated witness workflows for collecting information and preparing affidavits.
Witnesses can be invited to a controlled environment where they can respond to requests, provide information, upload supporting material, and participate in affidavit preparation without receiving access to the broader case workspace.
A clean separation between participating in the case and having access to the case.
Data Handling.Your Case Data Is Your Case Data.
The documents, evidence, testimony, communications, work product, and other information entrusted to DocketIQ remain under the control of the firm and its authorized users.
Our approach to data handling is built around a few straightforward principles:
We don’t sell your case data.
DocketIQ does not sell customer case information to advertisers or data brokers.
Access is limited.
Customer information is accessible only as necessary to operate, secure, support, and maintain the service, subject to appropriate controls.
Your matters remain separated.
DocketIQ is designed to maintain logical separation between customer organizations and their matters.
You control your users.
Firms control who is invited into their organization and which matters authorized users can access.
You can take your information with you.
DocketIQ is designed to support the export of case information and materials so your firm’s work isn’t trapped inside the platform.
AI & Your Data.AI Should Work for Your Case—Not Take Ownership of It.
DocketIQ uses artificial intelligence to help legal teams analyze, organize, connect, and work with information contained in their matters.
But introducing AI into legal work should not mean abandoning confidentiality or control.
The Case Assistant operates within the permissions and context available to the authorized user. AI-generated analysis is designed to assist counsel—not replace professional judgment.
Your data remains yours.
Customer data does not become the property of DocketIQ simply because AI features process it.
Permission boundaries still matter.
AI functionality should respect the same matter and access boundaries governing the underlying information.
Sources over black boxes.
Where appropriate, DocketIQ is designed to connect AI-generated analysis back to the underlying case material so attorneys can inspect the source rather than simply trust an answer.
Human judgment remains final.
DocketIQ provides technology and analysis. Attorneys determine what becomes part of their strategy, work product, filing, argument, or representation to a court.
“Which elements currently have the weakest factual support?”
- Elements
- Evidence
- Discovery
The attorney inspects the record the analysis came from, rather than taking the analysis on trust.
Security Throughout the Matter
Upload
Secure transmission protects information entering DocketIQ.
Store
Case information is maintained within protected cloud infrastructure.
Access
Authentication and authorization controls determine who can access information.
Collaborate
Role-based access separates attorneys, staff, clients, and witnesses.
Analyze
AI and application services operate within controlled workflows.
Export
Authorized users can retrieve case materials and reports when needed.
Security You Can See
Encryption in Transit
Modern encrypted connections protect information transmitted to and from DocketIQ.
Encryption at Rest
Stored customer information is protected using appropriate encryption controls.
Role-Based Access
Control access according to the user’s responsibility.
Matter-Level Permissions
Limit team members to the cases they’re authorized to work on.
Client Access Controls
Determine what clients can access through their portal.
Witness Isolation
Witness workflows can remain separated from the broader case workspace.
Audit History
Maintain visibility into important activity involving case information.
Secure Authentication
Modern authentication practices help protect user accounts.
Infrastructure Monitoring
Systems are monitored to help identify operational and security concerns.
Backups & Recovery
Data protection and recovery practices help maintain service resilience.
SOC 2.Working Toward SOC 2 Compliance.
Security isn’t something we intend to declare once and forget.
DocketIQ is actively working toward SOC 2 compliance, strengthening and documenting the operational controls, policies, procedures, monitoring, and evidence required for an independent assessment.
Our work encompasses:
- Security controls
- Access management
- Change management
- Risk management
- Incident response
- Vendor management
- System monitoring
- Data protection
SOC 2
Compliance in progressDocketIQ has not completed a SOC 2 examination and is not certified. This page will say so plainly when that changes.
Security Is a Process, Not a Checkbox.
The threats facing law firms and their clients continue to evolve. So must the systems protecting their information.
DocketIQ continuously evaluates its security practices, infrastructure, access controls, dependencies, and operational procedures as the platform evolves.
Give legal teams the power to collaborate on their most important cases without compromising the responsibility that comes with protecting them.