Encrypted in transit and at rest
Everything moving between your browser and the platform is encrypted with TLS. Everything sitting on disk — records, uploads, signed forms — is encrypted at rest, and so are the backups.
Security & privacy
Every file in this system is somebody’s service history and medical evidence — the most sensitive paperwork most people will ever hand to a stranger. This page is exactly how it is protected, in plain terms, written so you can forward it to your malpractice carrier without translating it first.
Six things we do
Everything moving between your browser and the platform is encrypted with TLS. Everything sitting on disk — records, uploads, signed forms — is encrypted at rest, and so are the backups.
Social Security numbers are encrypted at the field level, on top of the encryption protecting the rest of the record, and they display masked — •••-••-4417 — by default. Revealing one is a deliberate action, and it is written to the audit log with the name of whoever did it.
Every person on your team has a role, and roles decide what they can open, change and export. Two-factor authentication is available for every account, and removing someone ends their access to firm files.
Views, changes, exports, document downloads and SSN reveals are written to a log with a person, an action and a timestamp. If you are ever asked who saw what and when, the answer exists.
The platform is hosted on infrastructure providers that maintain their own SOC 2 attestations for the hosting and storage they run, with encrypted backups and a recovery process that has been tested rather than assumed.
Every record is stored in the United States. There are no advertising or analytics trackers anywhere in the product — only the cookies that sign you in. And if we ever confirm a breach affecting your client records, you hear from us within 72 hours.
How access works
Access is not a global switch. It is a decision the firm makes, per person and per file, and the system holds you to it.
Team & permissions
Whitfield & Associates · 5 people · 2 representative seats
| Person | Role | Can open |
|---|---|---|
| Dale R. Whitfield | Owner · Rep | All firm files |
| Nina O. Vasquez | Rep | All firm files |
| Dana R. Kim | Staff | Assigned files · 34 clients |
| Trey Alsop | Staff | Assigned files · 12 clients |
| Marisol Vane | Intake only | New intakes, no documents |
Audit log · today
Your data
Start the trial and look at it yourself — the audit log is on from your first login.
Sold only to VA-accredited representatives, agents and attorneys.