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Aelix TrustVault

Fortify your legal data
and client trust.

Privilege and confidentiality controls, data retention and legal hold, and access audit trails, built for law firms and legal departments.

Agentic AI · The Compliance Agent · Now live

A rule changes. The agent maps the impact.

A regulator publishes an update. The Compliance Agent reads the rule, maps it to the policies, contracts, and controls it affects, drafts the remediation steps, and routes the plan to your compliance officer. Every impacted asset is linked. Every action waits on approval before it moves.

01

Monitor.

Watches regulator feeds, standards bodies, and jurisdiction updates. Reads and summarizes what changed.

02

Map impact.

Cross-references your policies, contracts, and controls to show exactly what the rule touches.

03

Draft remediation.

Prepares the change plan, updated clauses, control revisions, notice templates, with evidence attached.

04

Route to compliance.

Sends the plan to your compliance lead. Tracks close-out and files the audit record.

The guardrails

Explainable.

Every action shows the reasoning, the data it used, and the trade-offs.

Human in the loop.

Consequential actions require sign-off. By default.

Guardrailed.

Limits you set on what the agent may do on its own. Fails closed when uncertain.

Audited.

Every step, agent or human, written to the audit trail.

Status: Now live, with human-in-the-loop guardrails.

Rule-to-artifact traceability, RBAC, and a complete audit log so compliance can prove close-out in one screen.

Privacy, compliance and risk

Controls designed for the confidentiality, retention, and privacy obligations of legal practice.

01

Privilege and confidentiality controls

Classify privileged and confidential material, enforce ethical walls between matters, and keep access scoped to the people staffed on each one.

02

Data retention and legal hold

Apply retention schedules by client and matter, place legal holds in one step, and document every preservation decision.

03

Client data privacy obligations

Track the privacy obligations attached to each client and matter, designed to support GDPR and CCPA, with data subject requests handled and logged.

04

Access audit trails and risk assessments

Every view, export, and share is logged. Periodic risk assessments show where exposure sits across the firm and what to fix first.

Layered protection for matter data

Matter data sits behind three layers: encryption, scoped access, and a complete audit trail.

Encryption, access control, and audit trails wrap your firm's data so every access is scoped and every action is reviewable.

01

Layer 1: Encryption

AES-256 encryption at rest and in transit.

02

Layer 2: Access Control

Role-based permissions and MFA.

03

Layer 3: Access audit trails

Every access, export, and share logged and reviewable.

Security and standards

Privacy and privilege controls a general counsel can audit.

Every matter's data is encrypted, access-scoped, and logged. SOC 2-aligned controls. SOC 2 Type II and ISO 27001 audits planned.

Encryption

AES-256 encryption for matter data at rest and in transit.

Built in

Access control

Role-based permissions, MFA, and ethical walls between matters.

Built in

Legal hold

Preservation applied, tracked, and documented per matter.

Built in

Audit trail

Every access, export, and change logged for review.

Built in

Designed to support

GDPRCCPAClient outside counsel guidelinesFirm retention policies

Know where client data sits

Make privilege, retention, and privacy obligations provable.

Aelix TrustVault gives your firm one place to enforce confidentiality, manage legal holds, and show clients an access audit trail when they ask for one.

Customization available

Need this tailored to your environment?

Every Aelix product can be configured, extended, or built bespoke for your industry, data sources, and compliance constraints. Talk to our engineers about what would change.

Configurable workflows

Adapt rules, thresholds, and approval flows to match your operational policies.

Custom data integrations

Connect to your specific ERP, MES, SCADA, CRM, or proprietary systems.

Bespoke modules

Build product extensions tailored to your industry, region, or compliance needs.