Security and data

Closed beta October 2026

Govern matter intelligence with clear data and operating controls.

MatterLayer is designed for firms that need a practical discussion about data scope, access, review and accountable operation before introducing new intelligence workflows.

Focus / legal AI security and data governance

Matter brief

From signal to accountable action

01

The buyer problem: security claims need an operating boundary

Law firms evaluating AI and matter intelligence need more than a list of controls. They need to understand what information is required, how access follows authorised work, what happens when a source changes and who reviews the operating model. This page supports that due-diligence conversation while preserving the existing MatterLayer security and compliance claims; the firm must still validate those claims against its own requirements and evidence.

02

Define the data boundary

Start with the information needed for the intended use case and review how it is accessed, processed and retained. Avoid collecting a wider matter history merely because it exists. Document included sources, excluded content, retention expectations and the events that require reapproval. If the Pilot cannot answer its question within a defensible boundary, revise the use case rather than silently broadening access.

03

Make access purposeful

Align permissions and operating roles with the work people are authorised to do. Matter context may cross teams while confidentiality, ethical walls and client commitments limit who should see it. The implementation must test identity, role changes and offboarding as operating conditions, not just configuration tasks. A useful signal cannot justify exposing information to a person who is not entitled to review the source.

04

Keep governance usable

Pair policies with visible controls and review practices that work in the rhythm of a legal team. Users should know when they are seeing an AI-supported prompt, where its context came from, how to challenge it and where to report a problem. Exceptions, overrides and changes to scope need an owner. Human review remains required wherever judgement, client communication or legal action is involved.

05

Review evidence before expansion

Assess whether the Pilot operated within its agreed boundary, whether access and review controls worked in practice, and whether incidents or near misses were understood. Revisit source quality, retention, provider dependencies and user behaviour before adding more matters or workflows. A successful page load or technical connection is not proof that the wider security, privacy or professional-risk case has been satisfied.

Closed beta / October 2026

Bring one real operating question into the beta.

Start with a bounded matter signal, workflow or reporting need and define the evidence, review and action path together.