Compliance & Security
Transparent, plain-English explanations of how Briev keeps your practice compliant and your data secure.
Trust vs General Funds Separation
Complete separation of trust and general funds with client sub-ledgers that prevent overdrafts and ensure LSO By-Law 9 compliance.
- Individual client sub-ledgers for every matter
- Automatic overdraft prevention on trust accounts
- Real-time balance tracking and reporting
- Automated trust fund withdrawal rules enforcement
Monthly Three-Way Reconciliation
Automated monthly reconciliation within 25 days, enforced by the product to ensure you never miss compliance deadlines.
- Automated reconciliation process within 25-day requirement
- Bank statement import and matching
- Trust ledger to bank balance verification
- Client ledger to trust ledger reconciliation
Immutable Audit Log
Every action is logged with timestamps, user authentication, and change tracking for complete audit transparency.
- All user actions logged with timestamps
- Authentication and authorization tracking
- Document access and modification history
- Deposit and withdrawal transaction logs
Chain of Custody for Evidence
Original documents preserved with OCR as a non-destructive layer, maintaining complete evidence integrity.
- Original documents never modified or deleted
- OCR text extraction as separate, searchable layer
- Document upload and access timestamps
- User access logs for all evidence files
Canada-First Data Residency
All data stored exclusively in Canadian data centers with encryption in transit and at rest for maximum security.
- Data stored exclusively in Canadian facilities
- Encryption in transit using TLS 1.3
- Encryption at rest using AES-256
- Regular security audits and penetration testing
Certifications & Standards
We maintain the highest standards of security and compliance through regular audits and certifications.
LSO By-Law 9 Aligned
Built specifically to meet Law Society of Ontario trust accounting requirements
SOC 2 Type II
Annual security and availability audits by independent third parties
PIPEDA Compliant
Personal Information Protection and Electronic Documents Act compliance
ISO 27001
Information security management system certification
Security by Design
Every feature built with security and compliance as core requirements, not afterthoughts.
End-to-End Encryption
All data encrypted in transit and at rest using industry-standard protocols.
Secure Backups
Automated, encrypted backups with point-in-time recovery capabilities.
Access Controls
Role-based permissions and multi-factor authentication for all users.
Questions about compliance?
We're happy to provide detailed compliance documentation and answer any specific questions about how Briev meets your regulatory requirements.