Private AI for Law Firms

Bastion

The Neural Vault

California's SB 574 created enforceable AI compliance obligations for every attorney who uses artificial intelligence in legal practice. Bastion is the private AI intelligence platform built from the ground up to meet them — and to give your firm a competitive intelligence advantage that compounds with every case you process.

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100%
Private Infrastructure
SB 574
Compliant by Design
Zero
External AI Calls

Your case management system knows what happened.
Bastion knows what it means.

SB 574 Compliance

Three Obligations.
Three Pillars of Compliance.

California Senate Bill 574 imposes three distinct and enforceable professional obligations on every attorney who uses AI in legal practice. These are not guidelines or best practices. They are codified duties — and Bastion was built from the ground up to satisfy each one.

Pillar One
§6068.1 — Confidentiality
Data Sovereignty

Every component of Bastion operates within your firm's private, dedicated infrastructure environment. No case data transits to OpenAI, Anthropic, Microsoft, or any external service. Your client data never leaves your control — not by policy, but by design.

Pillar Two
§128.7 — Verification
Attorney Review Portal

No AI-generated finding can be finalized without attorney review and explicit sign-off. Bastion enforces a mandatory human-in-the-loop verification workflow. AI outputs remain quarantined until a credentialed attorney reviews, revises if needed, and approves — every time, without exception.

Pillar Three
§1282.1 — Non-Delegation
Defensible Audit Trail

Every attorney approval is recorded as a cryptographic, timestamped entry in your firm's private audit repository — infrastructure your firm controls, that Lionheart cannot alter, and that will outlast any vendor relationship. When the State Bar asks for proof of oversight, the answer is immediate and complete.

AI Agents — Built Into Every Bastion Environment

Meet Team Bastion

Four California workers' compensation AI agents — purpose-built for defense, available around the clock, inside your firm's private environment, always on the employer's side.

AI Agent
W
William
Workers' Compensation
Defense Litigation

The veteran. Seen everything. Always on the employer's side.

AI Agent
O
Olivia
OSHA / Serious & Willful
Misconduct Defense

The investigator. Finds what dismantles the petition.

AI Agent
E
Elliot
Employment Defense
Labor Code §132a

The shield. Methodical, principled, defeats retaliation claims.

AI Agent
M
Maria
Mediation & ADR
Settlement Strategy

The closer. Calm, strategic, gets employers out efficiently.

Every agent output is a draft. William, Olivia, Elliot, and Maria surface intelligence and build strategy — your attorneys review, approve, and sign off before anything touches a case. Full capability details are disclosed under NDA.

Managing Partner Questions

What Bastion Is —
And What It Isn't

Every managing partner we speak with asks the same question a different way: "How does this fit with what we already have?" Here are direct answers.

No — and the distinction cases. Your case management system stores documents. Bastion reads them. When a new QME report lands tonight, your current system files it. Bastion reads every page, extracts every finding, cross-references it against every prior record in the case, identifies every contradiction, and has structured litigation intelligence waiting for your attorney tomorrow morning. The document is in both places. The intelligence only exists in Bastion.

A summary tells you what a document says. Bastion tells you what it means in the context of your entire case record. A summary of a QME report says the doctor found 15% WPI. Bastion tells you that finding contradicts the treating physician's records on pages 12, 34, and 67 — and conflicts with the same doctor's opinion in three prior cases your firm has handled. That is not a summary. That is litigation intelligence.

Your operational calendar stays exactly where it is. What Bastion adds is intelligence about those dates. When a QME panel deadline appears in your calendar, Bastion has already analyzed the panel, identified the strongest physician based on prior case outcomes at your firm, and surfaced that analysis for the handling attorney. The deadline lives in your system. The strategy lives in Bastion.

Keyword search finds documents that contain a word. Bastion finds documents that contain a legal concept. When your attorney asks "find every instance where this claimant described their prior injury differently across all documents in this case" — keyword search cannot do that. Bastion can, because it has processed every document as structured legal evidence, not as text files.

Most systems log user activity — who logged in, what they clicked, what they uploaded. That is an access log. Bastion's audit trail is a compliance record — it logs what the AI did, what it found, what it recommended, which attorney reviewed it, when they reviewed it, what they approved, and creates a cryptographic proof of that approval anchored to your firm's private GitHub Enterprise repository. If the State Bar asks you to prove attorney oversight of AI use on a specific filing, an access log does not answer that question. Bastion's audit trail does.

A disclaimer is a label. SB 574 requires documented proof of attorney oversight — not a statement that AI was used, but verifiable evidence that a credentialed attorney reviewed and approved the AI's output before it became actionable. A disclaimer on an output cannot demonstrate that review occurred, when it occurred, what the attorney saw, or what they decided. Bastion's cryptographic audit trail can.

Everyone. Attorneys use CaseClaw for case intelligence and the Review Portal for AI oversight. Paralegals use it for document analysis and workflow. Partners use Chambers Firm Intelligence for operational visibility across the entire docket. Administrative and billing staff use Chambers General — your firm's private replacement for ChatGPT — for drafting, research, and daily tasks. Every interaction stays within your private environment. No one in your firm needs a public AI subscription ever again.

Chambers supports collaborative live sessions — multiple attorneys, paralegals, and partners in the same AI conversation simultaneously, working a case together in real time. The night before a deposition, your handling attorney, co-counsel, and paralegal can all be in a Case Chambers session with the prior transcript loaded — querying the AI together, building the question sequence against the actual case record. Every session is logged and archived in your firm's private database.

It is not double work — it is two different tools doing two different jobs. You have a phone and a computer. Both communicate. You do not call that redundant. Your case management system runs your firm's operations. Bastion runs your firm's intelligence. Bastion works alongside whatever you are running today — and the ROI stands entirely on its own. One case where Bastion surfaces a contradiction your team would have missed, one apportionment argument strengthened by expert pattern analysis, pays for Bastion for a year.

Everything. Your Bastion instance runs on infrastructure your firm controls. Your case data, your Evidence Graph, your attorney-approved findings, your compliance audit trail — all of it lives in your private database and your private GitHub Enterprise repository. Lionheart cannot access it, cannot alter it, and cannot take it with us if this relationship ends. That is by design. After two years of running Bastion, your firm has accumulated a proprietary intelligence asset built from your actual case record. That belongs to you.

Does your current system create cryptographic proof of attorney oversight of AI use that satisfies SB 574? Because if it doesn't, everything else is table stakes.

The Problem No One Is Solving

Your Firm Has a
Shadow AI Problem.

Right now, someone in your firm is using ChatGPT on their personal device to draft a letter, summarize a record, or research a question. You don't know who. You don't know what client information they shared. And you have no way to find out.

“

When firms ban AI without providing approved alternatives, they inadvertently create Shadow AI — the unauthorized use of tools by employees without IT knowledge. Lawyers, under pressure to be efficient, may turn to free, consumer-grade tools like the free version of ChatGPT on personal devices. The firm loses all visibility into where client data is going, and consumer tools often use inputs to train their models.

North Carolina Bar Association, 2026
The Bastion Answer

Chambers replaces every public AI subscription in your firm — for every attorney, paralegal, legal assistant, and administrative staff member — with a single private system your firm controls. No data leaves your environment. No client information transits to OpenAI, Microsoft, or Google. No Shadow AI. Every interaction stays inside your firm's private infrastructure, fully logged, fully compliant.

Chambers is your firm's approved alternative. When every person in your firm has a capable, private AI available to them, Shadow AI disappears — not because it is banned, but because there is no reason to go anywhere else.

One
Private system.
Every person.
Zero exposure.
Competitive Landscape

How Bastion Compares

Every other tool in this space gives your attorneys a smarter document viewer. Bastion gives your firm a memory.

Capability Other Legal AI Tools Bastion — The Neural Vault
SB 574 Compliance Mechanism "Produced by AI" disclaimer label ✓ Cryptographic attorney sign-off — mathematical proof of human oversight
Data Sovereignty Vendor's multi-tenant SaaS cloud ✓ Dedicated private infrastructure — your data stays yours
AI Model Unknown, likely external API ✓ Private AI model — no external calls, ever
Audit Trail Access log in vendor's database ✓ Immutable compliance record in firm-owned private infrastructure
Firm-Wide Private AI Not offered — staff still on ChatGPT ✓ Chambers — replaces all public AI for entire firm
Firm Intelligence Accumulation Session-based — no memory between uses ✓ Private database — compounds with every case
Collaborative AI Sessions Single user only ✓ Live multi-user group sessions with shared AI context
Pricing Model Per seat / per query SaaS ✓ Per firm — all staff covered, no per-query fees
Our Clients

What happens in Bastion,
stays in Bastion.

Client Confidentiality as a Product Feature

Lionheart does not publish its client list. The firms that trust us with their most sensitive matters trust us to keep it that way — and we take that seriously as a professional obligation.

If your firm runs Bastion, no one will hear about it from us. Not in a press release. Not in a case study. Not in a list of logos on a website. Your competitive advantage is yours. Your client relationships are yours. Your intelligence is yours.

"The firms that trust us with their most sensitive matters trust us to keep it that way."

If you want to know who uses Bastion, the answer is: ask them. We won't tell you.

Get Started

Ready to See Bastion?

Bastion is currently in design partnership with a select group of California workers' compensation defense firms. Technical architecture details are disclosed under NDA. Request your NDA package to begin the conversation.

Email
contact@lionheart-technologies.com
Location
San Diego, California

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