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+Solutions · Legal and Professional Services

Matter by matter, nothing crosses.

Keep research and drafting agents inside the matter they were opened on, with privileged material out of reach of everyone else's.

+What it protects

  • Matter-scoped retrieval and drafting
  • Privileged and confidential material handling
  • External disclosure and professional review

+Where we are

Matter-isolation and disclosure controls with structured decision rationale are available in preview.

Preview

+The risk

What goes wrong without a decision layer

The outcomes this solution is built to prevent.

Risk 01

Cross-matter disclosure

Risk 02

Privileged or confidential material exfiltration

Risk 03

Decision records without structured decision rationale

+In practice

Two requests, two decisions

Illustrative examples of how the layer decides. Real decisions depend on your policy and context.

Drafting agent

BLOCK

“Pull the settlement terms from the other client's matter.”

Cross-matter access outside the user's assignment.

Research agent

PASS

“Find recent case law on non-compete enforceability.”

Public research, no client material involved.

+The controls

How Intertrace handles it

+Controls applied

  • Matter and client resource isolation
  • Disclosure policy and human review
  • Structured decision rationale with citations, actions, and outcomes

+What we test

  • Cross-matter transfer denial
  • Authorized drafting workflow preservation
  • Structured decision rationale reconstruction

+Start from

Policy packs

Deterministic starting policy you can tune per agent. A pack is an input to your policy, not proof of readiness.

Legal - confidentiality

strict

Protects privileged legal material, settlement data, and document export workflows.

+For reviewers

Evidence mapped to your frameworks

Professional confidentiality obligations

Aligned controls

Matter isolation · Disclosure review · Record retention

Applicability depends on jurisdiction, profession, and engagement.

Framework references are mappings or aligned-control notes. They are not independent assessments, attestations, certifications, or government authorizations unless separate scoped evidence says so.

+Honest scope

What you still own

  • Matter and client boundaries require integration with the customer's source systems.
  • Professional review obligations remain human and jurisdiction dependent.
  • Deployment: Matter, client, document, and approved-destination identifiers are bound to customer systems

+Other industries

+ The AI watching your AI

Map this to your legal and professional services agents.

Bring one workflow. We'll show you what the layer decides on it, and what evidence it leaves.