Speed with control
Automate procurement from intake to assessment to contract, with guardrails that keep your policies in force.
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Clients audit your security before they trust you with their matters. Coverbase keeps your vendor risk client-ready.
Outside counsel guidelines now read like security frameworks. Coverbase manages diligence on the vendors touching privileged data so you can answer client security audits with evidence.
CoverbaseLaw firms | client requirements
Law firms | client requirements
A client's guidelines meet a vendor
Client guidelines
Vendor controls
Matter data
Agent work
01Read the requirement
02Match the evidence
03Flag the gap
Gap ready for review
Your lawyers decide what the client needs.
Why law firms choose Coverbase
- 01
Outside counsel guidelines, documented
Keep the vendor controls clients require in their OCGs documented and current. - 02
Client confidentiality protected
Track which vendors touch privileged and client data, and confirm their safeguards. - 03
eDiscovery and legal vendor risk
Vet and monitor eDiscovery, hosting, and support vendors with the rigor client matters demand. - 04
Ready for client security audits
Respond to client questionnaires from a maintained record instead of scrambling each time. - 05
One firmwide source of truth
Replace per-practice tracking with a single, defensible vendor program.
Diligence that protects privilege
A vendor lapse is a confidentiality lapse. Coverbase documents the vendor controls your OCGs require and flags gaps.
Privileged data mapped
See which vendors handle confidential matter data and how it's secured.Client audit responses ready
Answer security reviews from a current, organized record.Evidence collected for you
Vendor security documentation gathered and reviewed automatically.Consistent firmwide standards
Hold every vendor to the bar your clients expect.
One platform for third-party risk and security
Explain with confidence
AI shows its reasoning for each recommendation, so you can explain your ratings, approvals, and exceptions.
Automate with assurance
Launch new workflows and adapt controls as your program and its regulations change.
How we protect your data
These are the practices behind the supplier records and evidence you keep in Coverbase. Read our security and privacy program.
To request our SOC 2 report or report a vulnerability, email security@coverbase.ai.
Independent review
A SOC 2 Type II audit against the AICPA Trust Services Criteria for security, availability, and confidentiality.Testing and remediation
External penetration tests every year, plus vulnerability scans and static and dynamic application security tests, with findings tracked through remediation.Identity and production access
SSO and SAML with Okta, Microsoft Entra, Google, and other identity providers. Multi-factor authentication is required for production access.Data protection
Data encrypted at rest with AES-256 and in transit with TLS 1.2 or higher.Internal accountability
Access logging, quarterly least-privilege reviews, and required employee security and privacy training.
Vendor questions from clients and counsel
Your lawyers decide the obligation. We keep the review attached.
Can we assess eDiscovery and hosting providers?
Yes. We review eDiscovery and hosting vendors against your firm and client controls, including their access to matter files.
Does Coverbase determine whether material is privileged?
No. Your lawyers make privilege and confidentiality decisions. We document the vendor evidence and follow-up relevant to them.
Can each client requirement be reflected in the review?
Yes. We apply your control criteria and keep relevant contract duties in the vendor review; your responsible lawyer decides how a client's guideline applies.