Security

Your clients' most sensitive documents.
Handled with care.

Passports, social security numbers, employment histories. Casey is built so that each firm, each case and each person sees exactly what they should, and nothing more.

Linnea Voss · EB-1AHartwell only
Social security numberEncrypted at rest, shown masked
•••-••-4821
Two-factor sign-inRequired for everyone at the firm
On
SessionPinned to hartwell.hicasey.com
Verified
Audit logElena Ruiz viewed passport scan · 2 min ago
Recorded
How your data is protected

Built in from the first line, not bolted on.

Sensitive fields encrypted

Social security numbers and other sensitive answers are encrypted before they are stored and shown masked on screen. They are never written to logs.

Two-factor sign-in

Every user can turn on an authenticator app. A firm can require it for everyone, and an admin can reset it for a locked-out colleague.

One firm, one address

Each firm runs on its own subdomain. A signed-in session is tied to that address, so one firm's data can never be reached from another's.

Access scoped to the case

Clients see only their own case. Team members see the matters they are assigned to, with roles for attorneys, paralegals and case managers.

Files handled safely

Uploads belong to a matter and are only served to people who can open that matter. Documents never execute in the browser.

Sign-in protection

Passwords are hashed, failed attempts are rate-limited per account and per address, and magic links are refused on two-factor accounts.

Accountability

Every sensitive action leaves a trace.

Who viewed a document, who changed a setting, who turned two-factor on or off, and when. The audit log is kept per firm and never contains the sensitive values themselves.

  • Views of sensitive documents are recorded
  • Security changes are attributed to a person
  • Blocked sign-in attempts are logged
Audit log · Voss EB-1ALast 24 h
Elena Ruiz viewed passport scanToday, 09:14 · from the firm's address
View
Two-factor enabled by Dana BrooksToday, 08:02
Security
Sign-in blocked after 8 failed attemptsYesterday, 22:41 · unknown address
Blocked
SSN updated by the clientYesterday, 17:20 · stored encrypted
Encrypted
Where it runs

Managed infrastructure, with your data in your hands.

Managed hosting

Casey runs on Render with a managed Postgres database. All traffic is encrypted in transit.

Your data stays yours

Export a case, its documents and the filing package at any time. If you leave, your data leaves with you.

Straight answers

We are a young company and we would rather tell you exactly where we are than hide behind badges. Ask us anything.

On our roadmap

What we are working toward.

Independent penetration test

Planned

An external review of the platform, with the summary available to customers.

SOC 2 readiness

Planned

Formalizing the controls we already run into an auditable program as the firm base grows.

Security questionnaires

Available now

Evaluating Casey? Send us your firm's questionnaire and we will answer it in full.

Have a security question?

Write to team@hicasey.com, or book a call and bring your IT person. We will walk through everything on this page in detail.