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Your documents are the whole business.

Pay applications, change orders, contracts — the paper we process is financially sensitive by definition. Here is, concretely, how it’s protected.

Encryption

  • All traffic is encrypted in transit with TLS.
  • Project files are stored in AWS S3, which applies server-side encryption (AES-256) to all stored objects.
  • Application data lives in Render's managed PostgreSQL, which encrypts data at rest per Render's platform documentation.

Access control & tenant isolation

  • Every firm's data is scoped at the query layer — users only ever see their own firm's projects and documents.
  • Role-based permissions (member, firm admin, owner) gate administrative actions.
  • Sensitive operations — ownership transfers, role changes, account removals — require step-up re-authentication, not just an active session.
  • Sessions use httpOnly cookies with CSRF protection on every state-changing request, plus rate limiting on authentication endpoints.

Auditability

  • Administrative and security-relevant actions are recorded in an append-style audit log with built-in integrity verification.
  • Legal documents (Terms, Privacy) are versioned with hash-pinned archives — we can prove exactly what text any user agreed to, and when.

AI & your data

  • Document understanding runs on Anthropic's Claude models via API.
  • Your documents are not used to train AI models — ours or anyone else's. This commitment is written into our Privacy Policy, covering both first- and third-party models.
  • AI answers cite their sources: page-level references back to your own documents, so every claim is checkable.

Subprocessors

The services that touch customer data, and why:

ProviderPurpose
RenderApplication hosting and managed PostgreSQL database
Amazon Web Services (S3)Encrypted document storage
AnthropicAI document processing (no-training commitment)
Google (Analytics)Public-website usage analytics — consent-based in the EEA/UK/CH; never inside the product
Microsoft 365Business email and support communications
A Data Processing Addendum is available on request, and security questions or vulnerability reports are welcome at privacy@ovrsite.ai.