Immutable audit log
Financial and record actions are written to a hash-chained audit log, so the history of who did what, and when, can't be quietly altered after the fact.
Security & compliance
What's built today, and where we're taking it.
AegisOS handles client, matter, loan, and financial records for regulated professions. Here's what's in production now, and what our security and compliance program is working toward next. We'll update this page as each milestone is actually reached—not before.
In production today
What AegisOS has built.
These are live in LexFlow and LoanServ today, not roadmap items.
Role-based access
Access is granted according to role and responsibility, with authentication, authorization, and multi-tenant separation built into the platform core.
Double-entry general ledger
A full chart of accounts, journal entries, trial balance, and financial statements—not a spreadsheet layered on top of the app.
Trust/IOLTA reconciliation
Three-way reconciliation keeps bank balance, book balance, and per-matter client ledger balance in agreement.
Concurrency-tested billing
Time entry, rates, and invoice generation run on an engine tested against simultaneous billing activity across a firm.
Automated backups & restore
Production data is backed up on a regular schedule, with tested restore procedures behind the deployment.
Roadmap — not yet achieved
Where we're headed, and what we haven't claimed yet.
We are not certified or authorized under any of the frameworks below. Listing them here means they're on our roadmap, not that we've completed them.
Third-party security audit
We plan to engage an independent firm for a formal security assessment as the customer base using regulated data grows. No audit has been completed to date.
Healthcare data handling (MedFlow)
MedFlow, our healthcare module, is in development. It is not HIPAA certified today, and we won't claim HIPAA compliance until we've actually completed the work a compliant architecture requires.
More granular access scoping
Today's access model is role-based. A finer-grained way to scope access is under consideration for larger multi-office deployments, but isn't built yet.
How we'll communicate this
We'll only claim what we can back up.
Compliance and security claims carry real legal weight, especially for the firms and lenders we work with. Our policy is to describe exactly what's in production, name what's on the roadmap as roadmap, and update this page—not our marketing copy elsewhere—the moment a milestone is actually reached.