When contracts move from file shares to a cloud contract lifecycle or AI workspace, security questions are not optional. You do not need to become a cryptographer—but you do need a shared language with IT and a short list of non-negotiables.
If you are evaluating vendors, line up tractlyAI plans with your procurement stage, and use the tractlyAI FAQ for subprocessors, AI, and retention.
1. Encryption in transit and at rest
Confirm that data is protected while moving (TLS for browser and API traffic) and while stored. Ask where keys are managed and who can access decrypted content in production systems.
2. Access control and least privilege
Your app should support role-based or workspace-scoped access: not everyone in the company should see every agreement. Audit logs for who viewed or exported a file are a strong plus for regulated and highly sensitive workflows.
3. Data residency and subprocessors
If you operate in the EU, UK, or other jurisdictions with strict transfer rules, you will need clarity on where data is processed and which subprocessors are in play. The answers belong in the vendor’s documentation and, where required, in your DPA.
4. AI-specific assurance
For AI features, add questions that go beyond standard SaaS:
- Is training on customer data disabled for your environment?
- How long are embeddings and derived artifacts retained after deletion?
- Can the vendor explain grounding and citations so you can review outputs safely?
5. Your own house rules
Even the best vendor cannot fix weak passwords and shared inboxes. Pair strong vendor controls with MFA for admins, offboarding that revokes app access, and a simple rule: no forwarding full contract packs to personal email.
The goal of cloud CLM is not zero risk—it does not exist—but measured, documented risk with tools your team will actually use. tractlyAI is built as a B2B workspace: your documents stay scoped to the tenant, with product patterns that support collaboration without flattening all confidentiality boundaries.
Read About our approach and return to the tractlyAI home page for a full product tour when your checklist is done.