Australian hosting
Firm data is stored in Sydney. Document copies are held in Melbourne for disaster recovery. We do not move customer data outside Australia.
Security & compliance
CounselOS is designed for privileged matter data and trust money records that must stay in Australia. Firm data is hosted in Sydney; documents are replicated to Melbourne for disaster recovery. Encryption, firm isolation, and append-only trust ledgers help support the way regulators and external accountants review your books.
Governed AI calls shield client-identifying details before any outside service is used — with human review before outputs reach clients.
Firm data is stored in Sydney. Document copies are held in Melbourne for disaster recovery. We do not move customer data outside Australia.
Sensitive matter content is encrypted at rest. Traffic between you and CounselOS uses modern TLS. Keys are managed and rotated on a defined schedule.
Each firm's data is separated at the database layer and again in application code — so one firm cannot see another's matters or clients.
AI use, trust movements, and administrative actions are logged with who did what and when. Exportable for internal review or regulatory requests.
Client names and identifying details are shielded before any outside AI service is used. Your firm sees real names; the external service does not receive them in the clear.
Certain highly sensitive matter types never go to an outside AI provider — even in protected form. The system refuses at the gateway.
Email magic links by default. Password with two-factor on request. Single sign-on for larger firms. Integration keys are scoped and rotatable.
Trust entries are append-only: corrections are new lines, not silent edits. That helps support audit and reconciliation the way regulators expect.
AI drafts stay marked until a fee earner approves them. Client-facing views do not treat unreviewed AI text as final advice.
Legal research uses governed AI with citation checking. Connections to paid publishers (such as Lexis or Jade) are only available when your firm has a signed arrangement — website demos may use sample cases, not a live publisher feed.
Trust accounting is built for Australian state and territory rules. Migration validation and external accountant review are part of standard onboarding for firms moving from another platform.
CounselOS does not guarantee regulatory outcomes — your firm remains responsible for professional obligations. We provide tooling and documentation to help your compliance workflow.
We will send our standard data processing agreement, security summary, and penetration-test overview on request.
Request our security pack