Security built for privileged work
Law firms handle some of the most sensitive data there is. CaseLumen is engineered so the right people see the right matters — and every change is accounted for.
Every create, update, and delete on cases, intakes, deadlines, and financials is logged with the user, timestamp, and before/after values.
Owners, attorneys, and staff each see exactly what they should. Permissions are enforced on every action, not just hidden in the UI.
Sensitive fields — credentials, identifiers, and document URLs — are encrypted at rest in the database.
Documents and calendars live in your firm's own Microsoft 365 environment. CaseLumen integrates — it doesn't take custody of your files.
AI features process your documents only to assist your attorneys. Your case data is never used to train models, and every AI draft is reviewed before it is final.
Closed and removed records are archived rather than destroyed, so nothing is lost and everything stays recoverable.
SAML 2.0 single sign-on with Okta, Azure AD, and Google Workspace — to centralize access and make offboarding instant — is on the near-term roadmap for Enterprise firms.
What we don't do with your data
Plain limits that matter when the work is privileged.
Your case data is never used to train AI models.
Files and calendars stay in your Microsoft 365 tenant — we integrate, we don't re-home the vault.
Privileged information is only accessed for technical support when you expressly authorize it.
Attorney–client confidentiality, respected by design
You retain ownership of everything you store in CaseLumen. Privileged information is never sold or shared, and is only accessed by our team for technical support when you expressly authorize it. See our Privacy Policy and Terms of Service for the details.
See CaseLumen in your firm
Start a free trial or talk to our team about your security requirements.