As lawyers, safeguarding client data is a fundamental responsibility. The sensitive nature of this information demands careful handling — whether it’s sensitive emails in a disputes matter or commercial information in a transactional context. A breach of this data can harm clients’ interests and significantly impact their cases or business operations.


Given the stakes, it’s no surprise that lawyers are vigilant about data security. This extends to the technology providers they work with, who must ensure the highest standards of data protection. But to truly understand what data security entails, it’s important to visualize where client data resides.


Today, most legal professionals rely on digital tools, moving away from paper files. Client data is often stored on laptop hard drives; but also, in most cases, an online drive like OneDrive, for convenience and collaboration. So, where is the virtual file really sitting when in an online drive? This brings us to the concept of the cloud—not a literal cloud, but remote servers managed by one of the trusted cloud providers like Microsoft or Google. This prompts the next question – who is provisioning these cloud providers? Is it Lucio or the client organization? Unlike many tech providers out there, we provide both options.


At Lucio, we offer flexibility in how your data is stored and managed. Let’s take a case where Lucio has provisioned these services from cloud providers (in this case, Microsoft). Here, client data is securely hosted on Microsoft’s cloud servers. This means that your data benefits from the same level of physical and digital protection as widely trusted tools like Microsoft Outlook. Lucio goes further in implementing strict access controls, such that data uploaded by one user remains visible only to that user (or to their colleagues within the same organization, at the user’s discretion).


That said, lawyers are seasoned sceptics, and rightfully so. To provide further assurance of safety and security, Lucio undergoes rigorous third-party security audits, including vulnerability and penetration testing. We have already completed third party audit for SOC 2 Type 2, and ISO 270001, which are top security certifications, and we expect to receive these certifications by the end of Q4, 2024. We also share audit reports on request to build client confidence.


Nonetheless, we empathize with organizations that prefer to maintain complete control of their data and cloud environment. For such organizations, Lucio offers the option to host the platform within your own cloud environment. Yes! In this setup, your data never leaves your cloud instance, and Lucio has no access to it. But as they say, the grass is always greener – while this approach grants complete control over your data, it requires additional management and demands added infrastructure costs.


In any case, we are not prescriptive about what you should choose. We guide you through the pros and cons of each option, but the ultimate decision rests with you. Our role is to support your security needs, ensuring that client data is protected every step of the way, regardless of which deployment option you prefer.


Data security isn’t just a feature – it’s a commitment. With Lucio, you can trust that your client’s sensitive information is secure, allowing you to focus on delivering exceptional legal services.



As lawyers, safeguarding client data is a fundamental responsibility. The sensitive nature of this information demands careful handling — whether it’s sensitive emails in a disputes matter or commercial information in a transactional context. A breach of this data can harm clients’ interests and significantly impact their cases or business operations.



Given the stakes, it’s no surprise that lawyers are vigilant about data security. This extends to the technology providers they work with, who must ensure the highest standards of data protection. But to truly understand what data security entails, it’s important to visualize where client data resides.



Today, most legal professionals rely on digital tools, moving away from paper files. Client data is often stored on laptop hard drives; but also, in most cases, an online drive like OneDrive, for convenience and collaboration. So, where is the virtual file really sitting when in an online drive? This brings us to the concept of the cloud—not a literal cloud, but remote servers managed by one of the trusted cloud providers like Microsoft or Google. This prompts the next question – who is provisioning these cloud providers? Is it Lucio or the client organization? Unlike many tech providers out there, we provide both options.



At Lucio, we offer flexibility in how your data is stored and managed. Let’s take a case where Lucio has provisioned these services from cloud providers (in this case, Microsoft). Here, client data is securely hosted on Microsoft’s cloud servers. This means that your data benefits from the same level of physical and digital protection as widely trusted tools like Microsoft Outlook. Lucio goes further in implementing strict access controls, such that data uploaded by one user remains visible only to that user (or to their colleagues within the same organization, at the user’s discretion).



That said, lawyers are seasoned sceptics, and rightfully so. To provide further assurance of safety and security, Lucio undergoes rigorous third-party security audits, including vulnerability and penetration testing. We have already completed third party audit for SOC 2 Type 2, and ISO 270001, which are top security certifications, and we expect to receive these certifications by the end of Q4, 2024. We also share audit reports on request to build client confidence.


Nonetheless, we empathize with organizations that prefer to maintain complete control of their data and cloud environment. For such organizations, Lucio offers the option to host the platform within your own cloud environment. Yes! In this setup, your data never leaves your cloud instance, and Lucio has no access to it. But as they say, the grass is always greener – while this approach grants complete control over your data, it requires additional management and demands added infrastructure costs.

In any case, we are not prescriptive about what you should choose. We guide you through the pros and cons of each option, but the ultimate decision rests with you. Our role is to support your security needs, ensuring that client data is protected every step of the way, regardless of which deployment option you prefer.



Data security isn’t just a feature – it’s a commitment. With Lucio, you can trust that your client’s sensitive information is secure, allowing you to focus on delivering exceptional legal services.


@2024 - Lucio

Practice law, mindfully

@2024 - Lucio

Practice law, mindfully

@2024 - Lucio

Practice law, mindfully

@2024 - Lucio

Practice law, mindfully

Practice law, mindfully

@2024 - Lucio

Practice law, mindfully

@2024 - Lucio