ENTERPRISE
DATA CONTROL ACROSS CLIENTS MATTERS
AI WORKFLOWS.
THE DATA
CHALLANGE
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Firms struggle to consistently control sensitive client data and to govern its use in analytics and AI across clients, matters, systems, and workflows.
Data governance in professional services is complex and often ineffective.
Traditional, top-down governance models are inflexible and do not adapt to cloud, analytics, or AI-driven workflows.
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Firm data is messy, fragmented, scattered, and siloed.
Information sits across CRM, practice management, finance, document management, and other systems, making consistent control and a single source of truth difficult.
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Data security and governance are high-stakes.
Professional services firms handle highly sensitive and personal client data and must comply with GDPR and other privacy regimes. Weak governance increases the risk of breaches, compliance violations, financial penalties, and reputational damage.
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Regulation and risk oversight are rising.
Firms face overlapping obligations across jurisdictions, including regulatory, confidentiality, and ethical duties, and are under increasing pressure to demonstrate compliance, not just define it.
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AI is accelerating risk without commensurate governance.
AI is being adopted for research, drafting, analysis, and advisory work, while oversight, tracking, and control of how data is used in AI workflows remain immature.
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KLARYTEE
Control lives in the data.
Not around it.
Discovers.
Classifies.
Encrypts.
Governs.
Audits.
​DISCOVERY & CATALOGUING
Where data is fragmented and siloed across CRM, practice management, finance, and document systems, Klarytee discovers and catalogues sensitive data at fine granularity, creating persistent visibility and context across clients, matters, and systems.
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DATA-LEVEL SECURITY
Where data security and governance are high-stakes, Klarytee enforces security by binding encryption and policy directly to the data, not the application or repository.
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PRIVACY BY DESIGN
These data-level security controls enable data privacy compliance, ensuring confidentiality and regulatory obligations are enforced as data is accessed, shared, and processed.
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DATA INTELLIGENCE & AUDITABILITY
Where regulation requires demonstrable compliance, Klarytee generates continuous data intelligence and auditability, showing how sensitive data is actually used across workflows and jurisdictions.
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GOVERNANCE ACROSS ANALYTICS & AI
Where analytics and AI accelerate risk, the same data-level controls, policies, and audit apply to data used in these workflows.
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DEFENCE &
NATIONAL SECURITY
CLIENT MATTER DATA SEGREGATION
Work across multiple clients and matters in parallel without data bleeding across engagements.Ensure confidential client data, privilege, and ethical walls remain enforced even when staff, systems, and documents overlap.
DEFENCE &
NATIONAL SECURITY
REGULATORY, DISCLOSURE, AND AUDIT PROCESSES
Provide regulators, courts, and auditors with required information without uncontrolled replication or over-disclosure. Maintain traceability of what data was accessed, by whom, and for what purpose.
DEFENCE &
NATIONAL SECURITY
CROSS-TEAM & CROSS-JURISDICTION DELIVERY
Deliver work across global offices, service lines, and jurisdictions while maintaining jurisdiction-specific access, confidentiality, and regulatory constraints. Prevent over-exposure as data moves between teams and regions.
DEFENCE &
NATIONAL SECURITY
AI-ASSISTED PROFESSIONAL WORK
Apply AI to research, drafting, audit, and advisory work without losing control of sensitive client data. Ensure confidentiality, compliance, and auditability persist during data processing.
DEFENCE &
NATIONAL SECURITY
CLIENT & THIRD-PARTY COLLABORATION
Share documents and work product with clients, co-counsel, experts, regulators, and counterparties without handing over full control. Restrict what can be seen, reused, or extracted after sharing.