Private AI in Practice
Permission-Aware Collaboration
Make knowledge accessible without circumventing existing permissions.
The principle
AI shouldn’t know more on your behalf than you’re authorized to know yourself.
Two attorneys ask CavalryAI essentially the same question.
One is authorized to see the matter. One isn’t. The answer each receives should reflect exactly that—no more, no less.
The question
“What does the firm know about the Apex acquisition?”
— Asked by two different attorneys
See it in practice
Same question. Different authorization.
CavalryAI checks identity, role, client, matter and document permissions before anything is returned.
Authorized
Corporate Partner
“What does the firm know about the Apex acquisition?”
CavalryAI checks
- Identity
- Role
- Client
- Matter
- Document permissions
ACCESS GRANTEDRelevant authorized documents and matter intelligence are returned.
Restricted
Litigation Attorney
“What does the firm know about the Apex acquisition?”
CavalryAI checks the same controls
Identity · Role · Client · Matter · Document permissions
ACCESS RESTRICTEDInformation related to this matter is not available under your current authorization.
Another layer: billing and financial information
A matter attorney may be authorized to access legal documents but not partner compensation, billing administration, or other restricted financial information.
CavalryAI applies role-based access control (RBAC) at the application and data level rather than assuming that access to AI means access to everything AI can reach. That’s an important distinction.
Illustrative example. Names and matters are fictional.
The payoff
AI should extend your security model, not create a way around it.
CavalryAI can be designed around:
Identity
Roles
Practice Groups
Matters
Documents
Administrative Functions
Billing / Financial Access
The right knowledge. The right person. The right purpose.
This Is Private AI in Practice
Five manifestations. One platform. Everything working together so your professionals can work smarter—securely.
Legal Knowledge
Know what your organization knows.
Surface institutional knowledge, precedent and experience so answers start with what you already know.
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Documents
Work securely with sensitive information.
Analyze complex documents inside a controlled environment so your data stays private and your insights stay reliable.
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Access
Preserve permissions and data boundaries.
Deliver the right information to the right people—no more, no less—across matters, roles, and administrative functions.
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Models
Choose the appropriate AI for each workload.
Route each request to the right model—private, external, or both—based on data, context and policy.
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Security
Protect both sides of the AI interaction.
Protect your data from AI exposure—and protect AI from potentially adversarial or malicious content.
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One platform. One security model. Your data under your control.
Built for how law firms work
Enterprise-grade security by design
Policy-driven and governed
Auditable, accountable, and transparent