Protect the work. Respect the people doing it.
A residential transaction carries more than documents. It carries client information, the firm's judgment, and relationships built over years. Our job is to handle only what the system needs, protect it carefully, and leave the decisions that belong to attorneys and staff with them.
Preferred Access needs contact and fit information—not client names, matter documents, property details, or privileged information. Please keep those out of the form.
We limit credentials and system access to the service and task that need them. Information should not travel farther than its purpose requires.
If a required security check or provider connection fails, the site tells you instead of confirming a request it did not save.
We test the request path, review dependencies, and check the boundaries around the information we collect. We make security claims only when the evidence supports them.
A defined role for AI
Standardize the routine. Keep judgment with people.
Memo to Matter uses AI for defined tasks inside approved workflows. It gets the context and permissions required for that task—not open-ended access to a practice. Handoffs remain traceable, and attorneys and staff stay in control wherever judgment, client care, or relationship work is involved.
We do not use information submitted through Preferred Access to train AI models. We will not widen that boundary without a clear purpose, narrow permission, and evidence that the safeguard works.
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Memo to Matter is being shaped with a focused group of New York practices. Measurement helps us see where the site or fit-review journey loses the thread, so we can make it clearer. You decide whether this browser helps us learn.
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