Local compliance for cloud AI.

Does SafeIdea compete with us?

No. SafeIdea Platform sits beneath your product, not in front of it. It does not host content, does not deliver AI capabilities, does not own the attorney's relationship, and does not market into your installed base. The revenue model is per-seat compliance infrastructure for the attorney; it does not encroach on adjacent product revenue you generate. The category SafeIdea owns, compliance infrastructure, is structurally separate from the categories you operate in: AI capability, practice management, legal-AI workflow, frontier inference. SafeIdea Platform is designed to expand your addressable surface, the matter types and document categories your customers can route through your product, without expanding your confidentiality liability.

What does an integration with our product actually enable?

Matter types and document categories your customers cannot route through your product today. The constraint is rarely your product's capability. It is the attorney's duty of confidentiality and the firm policy that flows from it. Matter-specific content gets routed manually, hand-masked, or kept off the AI surface entirely. With SafeIdea Platform, confidential entities never leave the attorney's workstation; only sanitized prompts reach your service. The result is utilization growth from your existing installed base, in workflows you already support, where adoption was being held back by a confidentiality friction your product was never built to solve on its own.

What does "integration takes the shape of your product" mean operationally?

Each SafeIdea Platform integration is configured against your product, not dropped in generically. The entity taxonomy reflects the entities that matter on your surface. The seed-source mappings, what we read from your product to seed Matter-Level Masking Dictionaries, are built around your data model. The canonical forms and the masking rules are tuned to your workflows and the matter types your customers run through you. This is the same configurable dictionary-and-rules machinery that ships at the firm scope today; we apply it at the partner scope. Each connector is a distinct configuration. The Clio Connector, built and operational, is the template.

Does the integration lock attorneys into our platform?

The boundary matters, so a clean answer. What is partner-shaped is the integration configuration: the taxonomies, seed-source mappings, canonical forms, and masking rules tuned to your product. That configuration does not transfer to a different vendor; if a firm later adopts a different platform, that platform requires its own SafeIdea integration with its own configuration. What is attorney-owned travels with the attorney: Matter-Level Masking Dictionaries, Local Cross-Matter dictionaries, and Compliance Receipts live locally on the attorney's machine, and the Firm Masking Dictionary lives on firm storage the firm controls. The attorney is not held in place by SafeIdea. What holds value with you is the depth of partner-shaped integration that makes your product the most compliant surface for confidentiality-sensitive work.

What stays with you?

Five preservations.

• Your customer relationship. Attorneys continue to engage with your brand, your workflows, your support. SafeIdea is not in front of you.
• Your contracts. SafeIdea Platform does not displace your DPAs, MSAs, or commercial terms with your customers. The compliance layer is a separate licensing relationship that does not require you to amend yours.
• Your AI vendor choices. SafeIdea is multi-LLM by design. Whichever model your product calls, the compliance layer is agnostic.
• Your margin. Customers maintain their own AI subscriptions. SafeIdea does not sit between you and any inference billing and is not an inference reseller.
• Your roadmap. Integration scope varies. The shape is what we discover together. SafeIdea does not push a capability roadmap onto your product.

Do we have to commit to a single AI vendor?

No. SafeIdea is multi-LLM by design and agnostic to which model you or your customers use. If your product offers multiple AI options today, all of them continue to work. If your product calls one, that one keeps working. The compliance layer is downstream of which model is invoked and is not entangled with any model provider's commercial terms.

Which kind of partner is SafeIdea Platform built for?

Three categories.

• Frontier AI vendors (Anthropic, OpenAI, Google as target categories). SafeIdea makes your models deployable in legal practice without your customers' confidentiality obligation surfacing as a deployment blocker.
• Legal-specific AI platforms (Harvey, CoCounsel, Vincent, Legora, Irys, Intapp). SafeIdea is the local compliance layer that lets your attorney customers use your platform on confidentiality-sensitive matters they otherwise would not route through it.
• Practice management and back-office (Clio, LawPay, ALPS, JD Supra, NetDocuments, Litera, state bar vendor programs). SafeIdea sits beneath your product and protects the customer's confidentiality obligation as their AI use scales across the workflows you already support.

The Clio Connector, in the practice management category, is built and operational today and is the proof point for what a partner-shaped connector looks like.

What compliance artifacts come out of an integration, and who owns them?

Two artifacts, both attorney-owned, both produced on the attorney's machine.

• Audited Session Records. Per-turn, immutable records of what was masked, what was sent, and what came back. Created locally as work happens.
• Compliance Receipts. Per-matter artifacts produced on demand by the attorney. Signed, cryptographically chained, tamper-evident. They never capture the underlying confidential content. They are what the attorney hands to a managing partner, ethics counsel, a malpractice carrier, a regulator, or a court if asked.

The compliance posture documented in a Compliance Receipt is attorney-level, not partner-level. Your partner liability surface is unchanged by the artifact's existence.

Can our product seed the Firm Masking Dictionary?

Yes, and this is the next step in the SafeIdea Platform partner motion. The SafeIdea Indexer already builds the Firm Masking Dictionary from named seed sources, with Clio one of them. Making a SafeIdea Platform integration a first-class seed source on the same Indexer pipeline turns your product from a route for masked content into a route for the masking knowledge itself. The result for your customers is a shorter path to a firmwide compliance posture, and for your product a deepening role in the firm's AI compliance infrastructure. The Clio Connector seeds Matter-Level Masking Dictionaries today. Partner-fed Firm Masking Dictionaries are next.

What is the revenue mechanic?

Open to discussion based on integration scope and motion. SafeIdea (direct) carries a per-seat subscription at $399 per seat per month at list, with Charter Customer pricing at $249 per seat per month for attorneys admitted during the launch program. SafeIdea Platform accommodates several arrangements: revenue share on the SafeIdea seat, OEM, bundled distribution, or hybrid combinations. We start with discovery rather than a term sheet, because the right shape depends on which partner category you sit in and how the integration is going to be consumed.

How long does an integration take, and what is the discovery call about?

The discovery call, thirty to forty-five minutes, founder to founder, is to understand fit: which partner category you sit in, what your customers' workflows look like, what your data model exposes, where your customers feel the confidentiality friction today, and what an integration shape would look like for both sides. Integration timelines vary by scope. The Clio Connector is in production; subsequent connectors draw on what we learned building it. We give you a concrete timeline at the end of a discovery conversation, not before it.

How do we start a conversation?

The "Get in touch" form below opens the discovery conversation. Founder-to-founder discovery is the norm at this stage. Cart Reed (CEO) and Erich Wasserman (Founding Partner, CCO) will respond by email within a few business days to schedule the call.