Security.

How DealTracker handles your firm’s data. Detailed documentation is shared under NDA during onboarding.

Hosting
Microsoft Azure
Encryption in transit
TLS 1.2+
Encryption at rest
AES-256
Access control
Role-based, per matter
Audit trail
Every action exportable
Model training
Never on customer data

Where the data lives

DealTracker runs on Microsoft Azure. We use managed services for storage, compute, and database, with regional residency available on request. We do not move customer data outside the contracted region.

Encryption

All customer data is encrypted in transit using TLS 1.2 or higher and at rest using AES-256. Encryption keys are managed in Azure Key Vault.

Access control

Access to customer data is role-based and scoped per matter. Users only see deals they’re assigned to. Internally, access is principle-of-least-privilege, logged, and reviewed.

Audit trail

Every action on a deal — document upload, edit, assignment, decision — is captured with a timestamp and actor. Audit logs are exportable for your firm’s compliance reviews.

No model training

Customer data is never used to train, fine-tune, or evaluate any model, including ours or any third-party model we call. Privileged work stays privileged.

SOC 2 Type II

SOC 2 Type II is in scope; we are working toward report availability in 2026. We’ll update this page with the audit window and report status as we progress. Until then, detailed control documentation is shared under NDA.

Data deletion

On request, customer data is deleted within 30 days of the request. Backups are purged on the next backup-retention cycle.

Contact

For security questions, vendor questionnaires, or to request the security pack under NDA, email info@getdealtracker.com.