Trust

Built around your obligations.

Your state bar's rules. A modern data-security posture. The supervision framework ABA Model Rule 5.3 expects of any outside vendor. Built so meeting your obligations is straightforward.

Reviewed with outside ethics counsel

Compliance, built in.

Trust account records mapped to your state bar's requirements: register, individual client ledgers, monthly reconciliation, retention through the period your jurisdiction requires.
Client file retention governed by your engagement-letter policy: your state's ethics framework, indexed destruction.
Audit-ready by default: every action logged, records exportable for governing body review, questions, or defense.

Data security.

Built on SOC 2 Type II infrastructure: the highest industry standard for data protection.
Encryption at rest and in transit by default.
Per-firm isolation for client data. Aggregate, anonymized patterns may inform benchmarks across the Kounsel network. Your specific client data never leaves.
Subprocessors disclosed at signup.

Designed for Rule 5.3.

Operational work we run; legal-substance work stays with you. Supervision under your state's Rule 5.3 is straightforward.
Permission-aware AI: privileged content access only on your explicit direction.
Audit logging on operator actions affecting client data.
ABA Formal Op. 512 framework, reviewed with outside ethics counsel.

Common questions

What people ask before they trust us with this

Can a solo firm outsource intake and billing within bar rules?

Yes, with proper supervision. The work we run is operational. Legal-substance work stays with you, supervised under your state's Rule 5.3.

Where is my client data?

Per-firm isolation on SOC 2 Type II infrastructure. Encrypted at rest and in transit. Your specific client data never leaves.

How does AI touch privileged content?

Only on your explicit direction. Access is permission-aware and logged.