Trust · security · compliance
Security posture designed for a regulated Canadian practice.
Your clients' data doesn't leave Canada without explicit consent. AI calls are scrubbed. Audit logs are append-only. SSO is available. Here's what ships today.
Data residency in ca-central-1
All customer data — Postgres (Supabase), Redis, object storage, backups — lives in AWS Canada (Central). No cross-region replication without customer opt-in.
JWT-based row-level security
Every table with firm_id carries an RLS policy against auth.jwt() -> firm_id. Cross-tenant reads are denied at the database — not just at the app.
Append-only audit log
Partitioned by month. UPDATE and DELETE denied by Postgres constraint. 7-year retention minimum, 10-year option for trust-related events.
Controls in detail
The boring parts, written out.
AI & LLM data handling
- 21-field PII scrubber runs before any non-CA LLM dispatch (name, DOB, passport, SIN, UCI, address, phone, email, IP, NOK, employer, bank, CRA BN, health card, driver licence, child/spouse/parent names, application #, GCKey username, medical record #).
- AI Router: Gemini (CA region) → OpenRouter → OpenAI (US) with per-firm consent required before US-region calls.
- Split-policy fallback: async tools queue + notify, realtime tools hard-error with retry CTA. Never a silent cached-template fallback.
- Every AI output carries a non-dismissable DRAFT · FOR RCIC REVIEW stamp (tool-registry primitive).
Access & authentication
- Supabase Auth with magic-link (OTP) + email/password.
- Enterprise SSO via SAML 2.0 and OIDC.
- SCIM 2.0 user provisioning on Enterprise.
- Per-applicant + per-document permissions in the client portal.
- "View as client" impersonation with persistent audit banner and event logged.
Regulatory alignment
- CICC Bylaw 6.3 (records) — 7-year retention enforced at the DB layer.
- CICC Bylaw 8.2 (trust) — 3-way reconciliation, LawPay trust-compliant rails.
- PIPEDA + Quebec Law 25 consent flows.
- Law 96 bilingual EN/FR surfaces (next-intl, CA-FR professional translation before Quebec launch).
- Licensed-scope gating at app layer AND Postgres (defence in depth).
Infrastructure & reliability
- AWS ca-central-1 for all customer data, workers in Railway (ca-central-1 equivalent).
- Daily Postgres backups, 30-day point-in-time recovery, 99.9% SLA on Firm+ tiers.
- Sentry for error tracking, PostHog for product analytics (both configurable / pauseable per-firm).
- Pen test annually by a CREST-accredited third party. Report available under NDA.
Certifications in progress
- SOC 2 Type I — target report Q3 2026. Type II follow-up Q1 2027.
- ISO 27001 — scoping 2027.
- Trust center with status page + security.txt live at security.anyimmi.com.
Data you own
- Full CSV + PDF export of every case, client, document, agreement, invoice.
- Audit log export (JSONL) for your own compliance records.
- 30-day data-return window after cancellation; crypto-shred by default on day 31.
- DPA available on request. Custom DPA addendum on Enterprise.
Need the DPA or a security questionnaire?
Email security@anyimmi.com with your firm name. We return a completed standard questionnaire within 2 business days.
