Tenant-based security
Each firm’s records live in isolated, private storage.
Security designed for law firms
Security you can verify and control
Moat Archive protects your firm’s records with tenant-based security and role-based access. AI helps index and extract data, your team approves the final records, and every answer links back to its source page with a full audit trail.
Your files stay private — never public, never unsourced.
1. Security principles
Practical controls around every record
Role-based access
Control who can view, review, and approve records.
Human approval
AI drafts data, your team approves the final record.
Source-page citations
Every answer points back to the exact document and page.
Full audit history
See who uploaded, reviewed, approved, and accessed records.
Controlled permissions
Keep archives scoped by matter, client, or practice area.
2. How security works
Control from storage to answer
-
1
Private by default
Your firm’s documents live in isolated storage.
-
2
AI extracts
Data is indexed and structured for search.
-
3
Your team approves
A reviewer at your firm checks and approves records.
-
4
Search with citations
Answers stay traceable and auditable.
3. See the audit trail in action
Every action remains reviewable
Source document
Vendor Contract Amendment
Primary sourceDocument date: Jun 3, 2026
Access to contract records is limited to approved team members, and all approvals are recorded in the archive history.
Access & approval
Question
Who approved access to this record set?
Answer
Case ManagerSource: Vendor Contract Amendment
- Uploaded by Intake BotJun 3, 2026 at 1:08 PM
- Reviewed by Legal OpsJun 3, 2026 at 2:37 PM
- Approved by Case ManagerJun 3, 2026 at 3:14 PM
- Accessed by Finance TeamJun 4, 2026 at 9:12 AM
4. Built for confidential legal work
Clear controls across your practice
Litigation
Pleadings, discovery, and exhibits with controlled access.
Client confidentiality
Sensitive client records with restricted access.
Estate planning
Wills, trusts, and powers of attorney.
Real estate
Closings, disclosures, and archive history.
Firm operations
Engagement letters, contracts, and approvals.
5. Private by design
Control stays with your firm
Moat Archive helps index, extract, verify, and cite records while keeping your firm’s archive private, access-controlled, and fully auditable.
- Role-based permissions
- Approval history
- Source-page citations
- Audit trails
Protect your firm’s records with confidence
Book a demo to see secure, source-cited search across your firm’s approved records.