Security
How we handle data.
Short and plain. We publish only what we can stand behind today.
Sign-in
Clients and teams sign in with one-time codes.
Each firm on its own set-up
Every firm has its own subdomain, configuration and branding.
Role-based access
Each person on your team sees what their role needs.
Documents with the client
Agreements, statements and documents sit with each client in a vault.
No client money
The platform does not hold client money. Payments go through payment links and mandates.
People approve AI work
Spring Sense outputs are labelled AI-generated, and a person approves before anything reaches a client.
We have not published certifications, where data is processed, or retention terms on this page, because we publish only what is confirmed. If your firm needs these answers, ask us and we will reply in writing.