Security

Trusted security for you and your clients

CORTO is built to protect the integrity of your firm and the privacy of your clients. With strong encryption, secure infrastructure, and a clear commitment to data protection, your information remains safe, private, and firmly in your control.

CORTO's information security team working at a board.Mark Burgess, CEO of CORTO.

Generative AI, handled responsibly.

We partner with major AI providers for our generative AI needs. Client data is not used to train or tune AI models,

Two CORTO team members at the office.CORTO's information security team at the CORTO offices.Three members of CORTO's information security team at the office.
Certifications & compliance

Security certified.

CORTO is continuously audited to meet the standards your firm and clients expect.

SOC 2

Independent audit validating security controls against AICPA SOC 2 Trust Services Criteria.

SOC 3

Public-facing summary of our SOC 2 controls, shareable without an NDA.

CASA Tier 3

App Defense Alliance validating strong application layer security.

EU-US DPF

Certified under the EU-US Data Privacy Framework for lawful cross-border data transfers.

UK Extension to the EU-US DPF

Extension of the framework covering lawful data transfers from the UK.

Enterprise-grade security

Encryption

HTTPS/TLS in transit. AES-256 encryption at rest once data reaches CORTO's cloud infrastructure.

Encryption

The CORTO application is accessed via HTTPS using Transport Layer Security (TLS). Once client data reaches the CORTO cloud infrastructure, all information is then encrypted at rest using AES-256 encryption.

Cloud infrastructure

Hosted on AWS across multiple data centres in the Oregon region (us-west-2) for high availability.

Application security

Secure development practices, code scanning and reviews, annual external penetration testing.

24/7 monitoring

The CORTO environment is monitored around the clock, every day of the year.

Employee vetting

Staff with access to critical infrastructure undergo rigorous vetting, including background checks.

Compliance

SOC 2 and SOC 3 certified. EU–US Data Privacy Framework and UK Extension certified.

Compliance

CORTO has obtained its SOC 2 and SOC 3 certification, a globally recognised security framework developed by the American Institute of Certified Public Accountants (AICPA). The framework encompasses controls for managing customer data, application architecture and business practices, ensuring that CORTO and its application are secure. To learn more about SOC 2 or read our report, please visit our Trust Centre.

Additionally, CORTO is certified with the EU-U.S. Data Privacy Framework (EU-U.S. DPF) and the UK Extension to the EU-U.S. DPF. This framework helps ensure that personal data transferred from the European Union and the United Kingdom to the United States is handled securely and in compliance with privacy regulations. To learn more about the Data Privacy Framework (DPF) Program, and to view our certification, please visit the Data Privacy Framework website.

Encryption

HTTPS/TLS in transit. AES-256 encryption at rest once data reaches CORTO's cloud infrastructure.

Cloud infrastructure

Hosted on AWS across multiple data centres in the Oregon region (us-west-2) for high availability.

Application security

Secure development practices, code scanning and reviews, annual external penetration testing.

24/7 monitoring

The CORTO environment is monitored around the clock, every day of the year.

Employee vetting

Staff with access to critical infrastructure undergo rigorous vetting, including background checks.

Compliance

SOC 2 and SOC 3 certified. EU–US Data Privacy Framework and UK Extension certified.

Frequently asked questions

Explore our Trust Centre for full documentation on our certifications and controls.

How does CORTO ensure client data confidentiality when using AI?

Through strong encryption in transit and at rest, zero training commitments from AI vendors, strict role-based access controls, and continuous logging and monitoring. AI providers are isolated and don't have direct access to CORTO's broader data environment.

How do you detect and prevent AI hallucinations?

Through regular internal audits of AI output quality, continuous monitoring for drift or unreliable behaviour, human review for high-risk use cases, and safeguards like prompt engineering and model constraints. Users are encouraged to independently verify AI outputs.

How is data segmented between customers?

Each customer's data is kept strictly separate — accessible only within the customer it belongs to, and never mixed with another customer's data, across CORTO's platforms.

How is my personal/sensitive information stored?

CORTO, Matter AI and Acctivity.ai are cloud-based solutions that store all client data on CORTO Systems, utilising the Amazon Web Services (AWS) platform in the US West (Oregon) region. AWS is a leading cloud provider known for its robust security measures, including advanced identity and access management, encryption, and DDoS protection. Your personal and sensitive information is securely stored using encryption-at-rest (AES-256). Access to your data within our organisation is tightly controlled and restricted to authorised personnel only. CORTO follows industry best practices to ensure data security while leveraging AWS's comprehensive security services.

What measures do you take to protect my data?

At CORTO, we implement a robust security strategy to ensure the confidentiality, integrity, and availability of your data. This includes industry-standard encryption, regularly scheduled vulnerability assessments, constant security monitoring, and strict access control policies. We utilise trusted cyber security tools for comprehensive threat identification and management. CORTO anonymises data, where possible, to reduce the sensitivity of the information collected. Data is classified and retained under CORTO's Data Classification, Handling and Retention Policy. Most user data is retained for seven years. However, matter documents uploaded to the platform are retained for 90 days.

Serious about security?