Attorney-Client Privilege

Last Updated: April 16, 2026

Roadmap Law PLLC delivers legal services through a technology-enabled platform. Every system in that platform is designed to preserve attorney-client privilege from the moment you engage us through the conclusion of your matter.

This page explains how we maintain that privilege across each component of our infrastructure.

The Privilege Applies From the Start

When you engage Roadmap Law PLLC for legal services, an attorney-client relationship is formed. All communications and documents exchanged within that relationship — whether through Slack, email, or the Roadmap platform — are protected by attorney-client privilege and the attorney work product doctrine.

This protection attaches to your initial consultation, the documents you upload for review, our analysis and redlines, and all communications between you and your assigned attorney.

How Each System Preserves Privilege

Slack Connect (Communication Layer)

Your Slack Connect channel is a private, dedicated channel between your organization and Roadmap Law PLLC. It functions as a secure communication channel for privileged legal communications.

Only your authorized team members, your assigned Roadmap attorney, and Roadmap's AI assistant (operating under attorney direction and supervision) have access to the channel.
Slack Connect channels are isolated by design — no other client, Roadmap Ventures LLC personnel, or third party can access your channel.
Slack maintains SOC 2 Type II and ISO 27001 certifications. Messages are encrypted in transit via TLS.
Slack is engaged as a service provider under terms that prohibit access to or use of message content for any purpose other than delivering the communication service.

The channel is the functional equivalent of a privileged conference room. The medium is digital, but the privilege is the same.

Perplexity Sonar API (AI Analysis Layer)

When your documents are processed by AI for first-pass analysis, the AI operates as a tool under attorney supervision — analogous to a research assistant working at the direction of your attorney.

Zero data retention: Perplexity's Sonar API does not store, log, or retain any document content after processing. Your contract is processed in memory and immediately discarded. See Perplexity's API Privacy & Security documentation.
No training on your data: Your documents are never used to train, fine-tune, or improve AI models. There is no commingling of your data with any other client's data or any public dataset.
No human access at Perplexity: Perplexity employees do not review API request content. The only data retained is billing metadata (token count, model, timestamp, API key identifier) — none of which contains privileged information.
Attorney supervision: The AI output is generated at the direction of and reviewed by a licensed New York attorney before any work product is delivered to you. The attorney exercises independent professional judgment over every deliverable.

Under New York ethics guidance, the use of AI tools does not waive attorney-client privilege provided the attorney maintains competence and supervision over the tool's output, the tool's data handling does not result in disclosure to third parties, and the client is informed of the tool's use. We satisfy all three requirements.

Notion (Case Management Layer)

Notion serves as our internal case management system — the equivalent of a law firm's matter management database and physical file room.

Client records, the redline queue, and matter status are stored in Notion and accessible only to Roadmap Law PLLC attorneys and authorized staff assigned to your matter.
Role-based access controls ensure that Roadmap Ventures LLC personnel cannot access legal matter data. The two entities operate on separate permission scopes within the shared platform.
Notion maintains SOC 2 Type II certification and does not use customer workspace data for model training or product improvement.
All matter data in Notion constitutes attorney work product or privileged client information and is treated accordingly.

Google Workspace (Document Editing Layer)

Attorneys conduct redlining and document markup in Google Docs. This is the functional equivalent of an attorney editing a contract with tracked changes.

Documents are stored in Google Drive folders scoped to the specific matter and accessible only to the assigned attorney and authorized Roadmap Law PLLC personnel.
Google Workspace maintains SOC 2 Type II, ISO 27001, and FedRAMP certifications. Documents are encrypted at rest (AES-256) and in transit (TLS).
Google's terms of service for Workspace accounts confirm that Google does not access customer content for advertising or any purpose unrelated to service delivery.
Redlined documents and attorney comments in Google Docs constitute attorney work product.

Softr (Billing Portal)

Softr handles account management and billing only. No privileged legal content — documents, legal analysis, attorney communications — passes through or is stored in Softr. The billing portal contains account information, document counts, and payment records. These are administrative records, not privileged communications.

Stripe (Payment Processing)

Stripe processes payments only. No legal content is transmitted to or stored by Stripe. Transaction records (amount, date, description) are administrative and do not implicate privilege.

Entity Separation

Roadmap Law PLLC and Roadmap Ventures LLC are separate legal entities that share platform infrastructure. This creates a specific privilege concern: information shared with a non-law-firm entity is generally not privileged.

We address this through strict role-based access controls:

Roadmap Ventures LLC personnel have no access to Roadmap Law PLLC client channels, matter databases, documents, or communications.
The Notion workspace enforces permission scopes that separate legal and ventures data at the database level.
Slack Connect channels for legal engagements are not visible to Ventures team members.
Google Drive folders for legal matters are restricted to Law PLLC personnel.

The shared platform does not create shared access. The infrastructure is common; the data is not.

Roadmap Law PLLC's engagement terms disclose the use of AI tools and third-party service providers in the delivery of legal services. By engaging our services, you acknowledge and consent to the use of these systems, subject to the safeguards described in this document.

You have the right to opt out of AI-assisted processing at any time. If you opt out, your attorney will conduct all analysis and review directly without AI assistance. Contact support@useroadmap.co to exercise this option.

The Standard We Hold Ourselves To

New York Rule of Professional Conduct 1.6 requires that attorneys make reasonable efforts to prevent the inadvertent or unauthorized disclosure of confidential client information. Rule 1.6(c) specifically addresses the use of technology, requiring that the measures an attorney employs be reasonable under the circumstances.

We have selected each system in our stack based on its security posture, data handling practices, and compatibility with our privilege obligations. Specifically:

Every sub-processor maintains contractual obligations prohibiting access to or use of client data beyond service delivery.
No system in our workflow retains privileged content beyond what is necessary for the service it provides — and our AI provider retains nothing at all.
Access to privileged information is limited to the minimum personnel and systems necessary to deliver the legal service.
All AI output is reviewed by a licensed attorney who exercises independent judgment before delivery.

We treat the preservation of attorney-client privilege not as a checkbox but as an architectural requirement. Every technology decision is evaluated against this standard before deployment.

For more on how we protect your data across our platform, see our Security page and Privacy Policy.

Questions

If you have questions about how we preserve attorney-client privilege in your engagement, contact your assigned attorney directly or reach out to us at support@useroadmap.co.