Client data protection that meets the duty of competence

Keep attorney-client privilege and security controls provable for every engagement

episki maps controls to ABA ethics rules, SOC 2, and ISO 27001 so legal teams can protect client data while adopting modern technology.

legal and legal tech outcomes with episki

Quantify the impact of automated controls, evidence, and reporting for your operating model.
29% of firms breached
Nearly one in three law firms have experienced a data breach in recent years.
ABA Rule 1.6 ready
Controls mapped to confidentiality obligations under ABA Model Rules.
Client trust portal
Give corporate clients scoped access to your security posture and evidence.

Why legal and legal tech teams choose episki

Industry-tuned automation, collaboration, and reporting delivered from one workspace.
Privilege-aware security controls
Map controls specifically designed to protect attorney-client privileged data and work product.
  • Data classification policies distinguishing privileged, confidential, and public data
  • Encryption and access controls mapped to document management systems
  • Ethical wall controls tracked with evidence and approvals
Client security diligence
Answer corporate client security questionnaires with organized, current evidence.
  • Client-facing trust portal with scoped access to policies and controls
  • Prebuilt responses for common legal industry security questions
  • SOC 2 and ISO 27001 evidence reusable across client reviews
Vendor and technology oversight
Track security posture of legal tech tools, cloud providers, and outsourced services.
  • Vendor risk assessments for e-discovery, document review, and cloud storage
  • Data processing agreements tracked with renewal alerts
  • Shared responsibility documentation for SaaS legal tools

Legal compliance checklist

Follow these steps in your trial to protect client data and meet ethics obligations.

Start from this checklist in your free trial and assign owners on day one.

  • Data classification policy for privileged and confidential information
  • Access control and encryption verification for document management systems
  • Vendor risk assessments for legal tech and cloud providers
  • Incident response plan with client notification procedures
  • Employee security training program with ethics rule awareness
Legal enablement kit

Legal enablement kit

Give partners, clients, and IT leadership confidence in your security program.
Client security brief
Summarize your security posture, certifications, and data protection controls.
Ethics compliance overview
Map ABA Model Rules to your technology controls and security policies.
Partner and client portal
Shared workspace for security reviews, evidence, and questionnaire responses.

Law firms and legal tech companies are custodians of some of the most sensitive information in any industry. Attorney-client privilege, litigation strategy, M&A details, and intellectual property all demand rigorous protection. Yet the legal sector has historically underinvested in information security.

episki helps legal teams build and maintain security programs that satisfy SOC 2, ISO 27001, and the evolving expectations of corporate clients.

ABA Model Rule 1.6 requires lawyers to make "reasonable efforts" to prevent unauthorized disclosure of client information. ABA Formal Opinion 477R further clarifies that lawyers must understand the technology they use and take appropriate precautions. As firms adopt cloud document management, AI-assisted research, and remote collaboration tools, the attack surface grows.

Nearly 29% of law firms have reported a data breach, and corporate clients increasingly require security questionnaires and SOC 2 reports before sharing sensitive materials.

  • Privilege-aware controls: Build control frameworks that specifically address the classification and protection of privileged data, work product, and confidential client information.
  • Client diligence portals: Give corporate clients scoped access to your security posture, certifications, and evidence without emailing sensitive documents.
  • Vendor risk management: Track security and compliance across legal tech vendors including e-discovery platforms, document review tools, and cloud storage providers.
  • Cross-framework mapping: Map controls once for SOC 2 and reuse evidence for ISO 27001, client questionnaires, and risk assessments.

Whether you are an AmLaw 200 firm or a legal tech startup, episki helps you demonstrate the reasonable security measures that clients and ethics rules demand.

Protect what clients trust you with

Map your controls, secure client data, and answer security reviews with confidence.