Legal & Professional Services

Know what client data your firm holds before an auditor asks.

VestraData scans iManage, NetDocuments, SharePoint, and your practice management system. Field-level PII findings. Governed exports. Audit evidence ready before the SRA visit, not during it.

Regulatory context

The frameworks your auditors will cite.

SRA AI Guidance

Firms must have enforceable technical controls for AI use. A policy document alone does not meet the requirement.

GDPR Art. 30

Records of processing activities must include AI tool use where personal data is involved.

GDPR Art. 32

'Appropriate technical measures' means something enforceable. An AI usage policy without technical enforcement does not qualify.

COLP Personal Liability

The Compliance Officer for Legal Practice carries named individual regulatory risk, not just corporate risk.

Legal Professional Privilege

AI tools receiving privileged client communications create disclosure risk that only technical controls address.

ICO AI and Data Protection

Using AI tools to process client data triggers ICO guidance on lawful basis, data minimisation, and transparency. Documented risk assessments are expected, not just a policy.

In practice

What Legal & Professional Services teams actually use it for.

01PII discovery across iManage, NetDocuments, and SharePointScan your document management system and practice management database for personal data, client identifiers, and privileged content. Field-level findings with confidence scores across structured and unstructured sources. Know what regulated data your firm holds before the SRA asks.

02Governed document exports and partner handoffsNew documents in monitored repositories trigger automatic pre-clearance. A governed clean copy is produced before the file is shared with partners, external counsel, or regulatory bodies — no privilege risk from accidental PII disclosure, no manual review for the majority of handoffs.

03COLP-ready audit log for regulatory submissionsEvery entity detected, every surrogate applied, every decision made: all written to a tamper-evident, hash-chained audit record. When the SRA asks what technical controls you have, you export the log.

04Matter reference and client code anonymisationCustom entity types like matter references, client codes, and internal identifiers are caught by the same zero-shot engine as PERSON and EMAIL. Configured once, applied consistently across every AI endpoint.

Platform capabilities

How VestraData maps to this environment.

DMS scanning

Field-level PII discovery across iManage, NetDocuments, SharePoint, and your practice management system. Confidence scores and row counts. No schema knowledge required upfront.

Data airlock for document handoffs

New documents arriving in monitored repositories trigger automatic pre-clearance. A governed clean copy is produced before the file reaches any partner, AI tool, or external system.

Matter file PII discovery

Find regulated data across matter repositories, client file stores, and email archives. Structured and unstructured sources in one review queue.

GDPR Art. 30 records of processing

Processing activity documentation generated automatically from scan findings. Evidence of what data you hold, where it lives, and what controls are in place.

Synthetic data for firm analytics

Anonymised matter and client data for business analytics, benchmarking, and internal reporting. Statistical distribution preserved. No real client data in analytics pipelines.

COLP-ready reporting

Exportable audit evidence package for SRA submissions and regulatory responses. Shows what was found, what controls were applied, and when.

Companion tool · VestraShield

Your fee earners are already using AI with client data.

VestraShield is what you show the SRA when they ask what you did about it.

Browser intercept (Chrome)Covers ChatGPT, Claude.ai, Gemini, and Microsoft Copilot in the browser. Every prompt and file upload intercepted before it leaves the page. No endpoint agent required.
MCP proxyCovers Claude Desktop, Cursor, and AI coding tools using the Model Context Protocol. The intercept plane most governance tools don't reach — if fee earners use AI in their IDE, this is where that traffic is caught.
HMAC-seeded surrogate consistencyThe same client name becomes the same surrogate every time: across sessions, planes, and time. Cross-session entity consistency is what makes AI outputs coherent and complete.
Immutable audit logHash-chained, tamper-evident. GDPR Art. 30 compliant. Export directly to the SRA. Compliance evidence, not a log file.