Industries · Legal

AI governance that keeps client data
inside privilege, not inside a vendor's cloud.

ABA Formal Opinion 512 says consumer AI tools are presumptively insufficient for confidential client information without real safeguards. Cortega runs entirely inside your firm's infrastructure, so client data never leaves your boundary to reach a model.

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What legal AI programs are running into

Confidentiality and supervision obligations now extend to AI.

Confidentiality extends to AI tools

Under Model Rule 1.6, attorneys must make reasonable efforts to prevent unauthorized disclosure of client information, including through the AI tools they use.

Supervisory duties apply to AI, too

Model Rule 5.3 requires lawyers to supervise non-lawyer assistance; bar guidance is extending that duty to AI tools and the staff who use them.

Consumer tools aren't enough on their own

Bar guidance is explicit that general-purpose AI products need additional safeguards before they're appropriate for client matters.

Disclosure requirements are arriving

35+ state bars have issued AI guidance. Some courts, including New York's, now require disclosure or certification for AI-assisted filings.

What Cortega does for legal teams

Governance built around privilege, not bolted on after the fact.

On-premises, down to the desktop

Cortega runs inside your firm's own infrastructure, and Cortega EdgeSafe extends that same governance to each lawyer's laptop and browser. Nothing gets uploaded to an outside website, and client data never touches a system Cortega operates.

Model and provider access control

Approve which models and providers each practice group or matter team can use, so no unvetted consumer tool touches client data by default.

Deterministic sensitive-data detection

Local, rule-based detection and redaction for PII and payment data before it reaches an external model, enforced before the request completes.

Continuous audit evidence

A record of who used which AI tool, for what, and when. That's the documentation Rule 5.3 supervision and emerging disclosure rules ask for.

Approval tracking on high-stakes actions

Track a documented approval decision on AI-drafted, client-facing, or filing-related actions, visible in your audit trail.

MCP and tool governance

If your firm's agents call outside research tools or systems, Cortega governs those calls under the same policy instead of a separate, ungoverned integration.

Built for regulated industries

Governance controls mapped to the obligations your bar and courts already hold you to.

What's included today

  • On-premises deployment: client and privileged data never touch a Cortega-operated system.
  • Model and provider allow-lists, with no default access to unvetted consumer AI tools.
  • Deterministic PII/PCI detection before data reaches an external model.
  • Continuous, reviewable record of AI tool usage by matter, team, or individual.
  • Approval decisions tracked on high-stakes or client-facing actions, with full audit trail.
  • Built-in citation verification against U.S. case law, U.S. federal regulations, and U.S. patents, plus Canadian federal legislation, on top of whatever documents or knowledge bases a firm registers as its own ground truth.

What we're building toward

  • Matter- and practice-group-level policy templates aligned to emerging bar and court disclosure rules.
  • Expanded certification assistance for firms responding to client security questionnaires.
  • Broader jurisdiction-specific guidance as state bar and court AI rules continue to evolve.
  • Wider case-law and legislative coverage beyond the U.S. and Canadian federal statutes covered today.

Governing AI use inside a law firm or legal department?

Tell us what's in scope, whether that's research tools, drafting assistants, e-discovery agents, or firm-wide model access, and we'll show you exactly where Cortega fits.

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