Security and trust: Burt

Made for law firms

What people tell Burt stays protected, and it stays useful.

Burt staff can't see your clients' contact detailsThey are encrypted for your firm. Our staff can't see them, on any plan. On Premium, privacy mode hides them from the AI too.
Never used to train AI. Not ours, not our providers'.Burt has no AI models of its own. We use the paid business versions of our AI tools. Their terms do not let them train on your chats. Which AI we use
Evidence from day oneOn Premium, people send photos, video and documents in the chat. Each file is kept as it was sent, with the time it came in and, usually, a short note on what it shows. Evidence your firm can use, including in court. What Burt keeps

Who can see what people tell Burt

Your firm can. Other firms can't. Burt staff can't either, unless your owner says yes.

Who can see what people tell Burt
Who	What they can see
Your team	The chats, case files and photos. Contact details too: right away on Free, after one free click on Pro and Premium. Other firms see none of it.
Burt staff	No names, phone numbers or emails, on any plan, unless your owner reveals them for a billing dispute. To open a chat or case file, staff need your owner's OK. It lasts 24 hours, and your activity log shows it. Contact details stay hidden even then. When helping you, staff can see your settings and billing.
Burt's AI	The chat, the name, phone and email from the contact form and, on Premium, the photos, videos and documents people send. With privacy mode on, not those contact details. It still reads the chat and the files.
Our AI providers	What Burt's AI reads, one case at a time. Their terms do not let them train on it. They may keep it for a short time to check for abuse.

Hosted in the US. Burt's servers, database and files are in the United States. Contact details are locked with your firm's own key, and photos and documents are stored privately.

Privacy mode is on Premium. Your firm's owner turns it on, and it can't be turned off. Then only your team's devices can read contact details. What people type in the chat itself is not covered. Read how it works before you turn it on

You stay the lawyer

Burt asks. Your team decides. It asks what a good intake person would ask, writes down the answers, and says it is an AI.

What Burt doesIt asks what happened, how the person was hurt, what treatment they had and who the insurer is. It scores the case so you know who to answer first. The score is not a legal opinion. For new firms, the line at the top of the chat says it is an AI assistant, not a lawyer.
What Burt never does
- Give legal advice or say whether someone has a case.
- Say your firm took the case.
- Guess what a case is worth or promise a result.
- Say it is a lawyer.
- State a fee your firm did not approve.
When a person steps inYour team can take over any chat, and Burt steps aside. If someone says they are in danger or need urgent medical help, Burt is told to tell them to call 911 first. If someone says they are under 18, it is told to ask for a parent or guardian and stop collecting details.

Chatting with Burt does not make anyone your client. If someone asks, Burt says your team will review what they shared. Your firm keeps the client relationship, conflict checks and every choice to sign a case.

What if Burt gets something wrong?

Burt is an AI, so it can make mistakes. Here is what you can do if it slips.

What happens if it says something wrong?

You see every chat, word for word, as it happens and after.
Anyone on your team can take over any chat. Burt steps aside.
You can fix Burt's answers about your firm in your dashboard.
Answers about your fees need your OK before Burt uses them.
If Burt does not know an answer, it says your team can answer it, and you see the question.

Will my chats be sold to another firm?

No. Chats from your website stay with your firm. We never sell them or share them with another firm, not even through our own services.

Is this allowed by my state bar?

The chat shows a line that says it is an AI assistant, not a lawyer. New firms start with that wording, and your firm sets the wording. Keep the words that say it is an AI. Rules about AI and lawyer ads differ by state, so check yours. The ABA's Model Rule 5.3 and Formal Opinion 512 are good places to start.

This is general information, not legal advice.

Your data, your rules

The chats, case files and photos collected for your firm belong to your firm.

Choose how long to keep itYour firm's owner sets how long chats are kept: 1, 2, 3, 5 or 7 years, or forever. After that, old chats are deleted or cleaned out on their own.
Download everythingYour firm's owner can download every chat, case file and photo at any time, in one file.
Handle deletion requestsWhen someone asks you to delete their information, your owner can do it in one step. Every deletion is logged before it runs.

We are an early company, and we say so. Burt does not have an outside security certificate (SOC 2) yet. Security details for your IT person or request our security details.

Security and trust.