Trust Center
Backup Policy
Backup strategy for database and file storage, plus restoration expectations.
Backup Scope
- Primary relational database content (matters, contacts, events, notes, billing, and metadata).
- Document storage and generated file history where configured.
- Configuration metadata needed to restore service behavior.
Backup Cadence
- Scheduled recurring backups at least daily for production environments.
- Additional on-demand backups before major changes or migrations.
Restore Testing
- Periodic recovery drills validate that backups can be restored successfully.
- Restore procedures include both database and document storage verification.
Customer Responsibility
Self-hosted or customer-managed environments must configure provider backups according to their risk tolerance and compliance needs.