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Data Security Policy

Last updated: 03/31/2025

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CaseBuilderAI, LLC ("CaseBuilder"), protects user information through rigorous technical and organizational safeguards. Although the application stores only essential login data and processes documents ephemerally, we follow controls that meet or exceed industry standards for confidentiality, integrity, and availability.

1. Secure Data Transmission

2. Local Processing & Zero Retention

CaseBuilder is built with a privacy-first architecture that ensures all document handling happens securely and locally within the user's browser. No files are ever transmitted to external servers or stored in the cloud.

2.1 Browser-Based Document Processing

Uploaded documents (PDFs, images, etc.) are processed entirely within the user's browser environment.

2.2 Zero Retention Architecture

Documents reside temporarily in the browser's memory only during the processing session.

2.3 Encryption in Transit

Although files are not transmitted, all communication with CaseBuilder (e.g., authentication, API model access) is encrypted via HTTPS (TLS 1.2/1.3).

2.4 HIPAA Business Associate Agreement (BAA) Provided

CaseBuilder executes a Business Associate Agreement (BAA) with all firms using the platform, at no additional cost. Our infrastructure is designed to fully support HIPAA compliance by ensuring that no Protected Health Information (PHI) is ever stored, transmitted, or retained.

3. Secure Password Storage

4. Protection Against Brute-Force Attacks

5. Access Control & User Permissions

6. Secure Server Configuration

7. Monitoring, Logging & Incident Response

8. Vulnerability Management & Security Assessments

9. Compliance with Data-Protection Regulations

Contact Information

If you have any questions about this Data Security Policy, please contact us:

For additional security questions or to request a BAA, please reach out using the contact details above.

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Your Data. Protected.

CaseBuilder's security-first approach ensures your sensitive client information is always protected with industry-leading safeguards.

Zero Retention

Your documents are never stored permanently. After processing, all data is automatically purged.

HIPAA Ready

Our platform is designed to meet healthcare privacy standards with BAA available at no extra cost.

Transparent Policies

We provide clear documentation of our security practices and are always available to answer questions.