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Security brief

Where your matter data goes, mode by mode 

This page describes what the current build is designed to do — and how to check it yourself, on your own machine. Every claim ties to a specific build, and where evidence is still being built, the page says so plainly rather than overclaiming. That discipline is the point.

Last reviewed 15 September 2026 · Current public build · Local Mode · one tested macOS configuration

Every claim links to its evidenceSource public under AGPL-3.0Boundary test published for you to runGaps listed, not hidden
Plain-English summary

In Local Mode, matter processing is designed to stay on this machine.

Scope, not a universal guarantee

Here is how you check the claim: freeze the release, disconnect or firewall the app, run a fixed workflow, then capture sockets, DNS and packets while matter processing runs. This page tells you exactly what to record and where the documented exceptions sit. A test result belongs to the release, hardware and workload that produced it — it does not become a promise about every future configuration.

01

Threat model

What the architecture is designed to reduce — and, just as important, what architecture alone cannot guarantee.

Unnecessary disclosure
Matter content is not transmitted in Local Mode, so it cannot be logged, retained or shared by a party you did not choose.
Unintended model-provider transmission
Model providers are selected explicitly. There is no silent fallback to a hosted model.
Uncontrolled processing
Review, drafting and interrogation run against the matter you attached, within the mode you selected.
Untraceable AI conclusions
Findings carry source spans and a decision record, so a conclusion can be walked back to its evidence.
Unreviewed automated actions
Proposed changes wait at a checkpoint. Nothing is applied without a human decision.
What architecture cannot do
  • Architecture cannot decide a question of legal privilege — that remains a legal judgement made by counsel.
  • Software does not guarantee absolute security. A compromised device compromises everything on it, including Vaultr.
  • The Evidence Ledger demonstrates provenance and history. It does not establish that any legal conclusion is correct.

Wording note: Vaultr is designed to minimise unnecessary disclosure of potentially privileged or confidential matter data. Software does not preserve legal privilege — counsel does.

Who the controls are aimed at
The cloud or model provider
Would see prompts and excerpts only if you enable an external endpoint. In Local Mode there is nothing to see: no matter content reaches them.
A remote attacker over the network
Local Mode opens no listening service for matter processing, and matter processing needs no socket. The residual risk is your own device's network exposure, which Vaultr does not manage.
Local malware on the same device
The hardest case, stated plainly: malware running as you can read everything Vaultr can. Device-level defences (separate accounts, disk encryption, OS hardening) are the mitigations — Vaultr adds none beyond its own process.
Physical access to the device
Whoever controls the machine controls the matter on it. Disk encryption (FileVault) and device policy are the mitigations; Vaultr relies on them rather than replacing them.
An insider with device access
The decision ledger and per-matter records make actions attributable after the fact. They do not prevent an insider from copying a file — that is a device and firm-policy control.
Default

Local mode

Everything runs in the Vaultr process on your own Mac.

Opt in

Firm-managed endpoint

A model endpoint your firm hosts and names — your perimeter, your logs.

Explicit opt in

External provider

A provider you select. Prompts and excerpts leave the building.

02

Mode matrix

Swipe horizontally to compare all three processing modes.

FieldLocal modeFirm-managed endpointExternal provider
Inference locationThe Vaultr process on your firm-managed Mac. No other process is involved.A model endpoint your firm hosts and names. The boundary is your own network.The provider you explicitly select (for example an OpenAI-compatible endpoint).
Data transmittedNo matter data leaves the device. Network exceptions: application updates and any model download you start.Prompt and retrieved excerpts travel to the endpoint you configured, inside your perimeter.Prompt, retrieved excerpts and run metadata are sent to that provider.
RetentionSource files, index, embeddings, outputs and the ledger stay on disk until you delete them. Deleting a matter removes its index and outputs; the ledger entry is removed with it.Whatever your host stores, including its logs and backups, under your operators' access.The provider's own policy, plus anything Vaultr writes locally for that run.
ActivationThe default. Vaultr never silently falls back to a hosted model.Explicit configuration, with the destination shown before the first run.Explicit opt-in that names what will be transmitted and to whom.
EvidenceA release-specific offline and egress test you can repeat (see below).Deployment instructions and the controls your own team applies.The provider's terms, your settings and the data-flow description in-app.

The active mode is shown beside the run action in the application. Enabling an external endpoint requires seeing what will be sent, and to whom, first.

03

Network boundary

The line the matter does not cross

In Local Mode, matter processing is designed to complete inside one boundary: the Vaultr environment on your machine.

Prompts, retrieved passages, inference and outputs stay inside it. The exceptions are the operations you start on purpose — application updates and model downloads — and a boundary you configure explicitly, which changes the picture and says so.

04

Data flow

Every stage below runs in the Vaultr process on your machine in local mode. The only stages that can open a network socket are marked.

import ──▶ OCR ──▶ index ──▶ embeddings ──▶ retrieval ──▶ inference ──▶ ledger ──▶ export
                                                              │
                                              local mode: in-process, no socket
                                    firm endpoint: HTTPS to the host you configure  [network]
                                  external provider: HTTPS to the provider you pick  [network]

side channels:  updater [network, on your action] · model download [network, on your action]
                crash reports [off by default] · telemetry [none]

this website (not the product): opt-in pageview analytics,
loads only after visitor consent — see the privacy notice
05

Data lifecycle

Six stages, in Local Mode. Expand a stage to inspect where the data exists, what handles it, whether the network is involved and what is retained.

Where the data exists
Files stay where you placed them; the application reads them in place.
What handles it
Document reader in the Vaultr process
Network access
None
What is retained
A matter record with the source paths you chose.
06

Retention by data class

Source files
Remain where you put them. Vaultr reads them; it does not copy them elsewhere.
Index and embeddings
Written to the local application directory per matter. Deleted with the matter.
Model outputs
Stored locally with the matter until deleted.
Evidence ledger
Persists locally by design. A ledger that persists is not zero retention — it is local retention you control.
Backups
Only whatever your own machine backup captures. Vaultr operates no backup service.
External provider
If you enable one, that provider's retention applies to what you send it.

Three separate statements that are often conflated: no vendor retention (we hold nothing), no model training on your work, and offline operation. Local mode supports all three. An external provider changes the first and possibly the second.

07

Controls on the device

The unglamorous specifics, stated once. These are the facts a technical reviewer checks first — including the protections Vaultr deliberately inherits from your operating system rather than reimplements.

Where data lives
In the application's per-matter directory on the device's local disk. No Vaultr-operated cloud store exists for matter data.
Encryption
Vaultr does not add its own at-rest encryption layer. The local store is covered by your device's full-disk encryption (FileVault on the tested macOS target) when the device has it enabled.
Telemetry
None in the product. No analytics SDK, no usage reporting, no telemetry endpoint. (This website separately uses opt-in, consent-gated pageview analytics — see the privacy notice; it is not part of the product.)
Crash reports
Off by default. When enabled by you, reports are limited to technical diagnostics — matter content is excluded.
Network defaults
Matter processing in Local Mode requires no outbound connection. The two exceptions are actions you start: the updater and model downloads.
Listening services
Matter processing does not require Vaultr to open a listening service. Anything listening on the device is your own infrastructure, not Vaultr's.
Access control
Vaultr relies on the device's own accounts and authentication. It adds no second account layer.
Multi-tenancy
None in Local Mode — each device holds its own matters. There is no shared server for cross-firm data mixing to occur in.
08

Model execution

Local model

Local models are selected per matter. The tested target is macOS on Apple silicon; the model you choose runs in the Vaultr process against the local index. Local model support depends on what the current build ships — the evaluation confirms fit for your bundle before you rely on it.

Configured external endpoint

Separate by design. A firm-managed or external endpoint is a distinct mode you configure and name — never a fallback. When one is active, prompts and retrieved passages leave the boundary, and that host's logging applies.

See the boundary change
09

Updates and supply chain

What an update touches, and the checkable practices in the public repository. Every row below is verifiable in the repo — not a policy statement.

What an update fetches
Application updates are fetched on your explicit action, for the release channel you installed. Vaultr does not self-trigger updates while you work.
Update transparency
The repository carries the release history. What changed, and why, is checkable before you take an update.
Dependency lockfiles
The product repository commits dependency lockfiles, so builds are reproducible and every dependency version is pinned and reviewable.
Automated checks
The repository runs scripted schema-drift and workflow-freshness checks and a Playwright end-to-end suite on the supported flow.
Vulnerability management
Dependency lockfiles and automated checks are maintained in the public repository and can be inspected directly.
OpenChain self-certification
The open-source licence compliance programme is self-certified against OpenChain ISO/IEC 5230 — an officially supported conformance path, not an independent audit; the statement lives in the trust center.
10

Evidence integrity

The Evidence Ledger records what Lex read, what it concluded, what it proposed and what counsel decided — retained with the matter, exportable with it.

One distinction matters more than any other on this page: evidence integrity is not model correctness. A ledger can demonstrate the provenance and history of a conclusion; it cannot establish that the conclusion is legally correct. That judgement stays with counsel.

Open the interactive demonstration
ledger/sample-matter-01.jsonl · sample
  • 09:14:02Source ingested · 68 pp
  • 09:14:41Clause graded · § 8.2 reviewed
  • 09:16:12Revision proposed
  • 09:18:55Decision recorded · counsel
11

Failure behaviour

Model unavailable
The run does not silently fall back to another model or to a hosted provider. The task stops with an explicit state, and nothing is sent anywhere in Local Mode.
Document cannot be parsed
The document is reported as unparseable with the reason. It is excluded from the index rather than guessed at.
Citation cannot be resolved
The finding reports not found rather than inventing a source. An answer without a resolvable span is not asserted as fact.
External endpoint unreachable
A configured endpoint that cannot be reached stops the run with an error. There is no automatic retry against a different provider.
Network-restricted operation
In Local Mode, operations that would need outbound access are the ones you started on purpose — updates and model downloads. Matter processing does not require a socket.

Stated conservatively: these describe the intended behaviour of the current build. Where behaviour is still being hardened, it is labelled as such in the trust register rather than promised here.

12

What we have not done

Most security pages leave a list like this out. We publish ours — because the rest of this page is only as credible as what we admit we have not done, and because a vendor that shows its gaps is one whose strengths you can actually weigh.

  • 01No independent security audit has been commissioned.
  • 02No formal third-party penetration test has been performed or published.
  • 03No SOC 2 report exists. This product does not operate a cloud service that one would cover.
  • 04No ISO/IEC 27001 certification exists, and none is claimed.
  • 05No zero-egress verification has been independently published — the offline test procedure exists so you can produce that evidence yourself.
13

Verify it yourself

The quickest honest route is a scoped reproduction, not a slogan. Start with the helper below, record the release and hardware, then inspect the evidence it produces before drawing a conclusion.

Run the boundary test yourselfmacOS · run on a dedicated test machine · reviewed 15 September 2026

Run the workflow while the captures are active, then inspect DNS, sockets and packets. Updates and model downloads are documented exceptions when you start them. The helper gathers process metadata, socket listings and packet captures; it does not inspect matter text and it does not manufacture a zero-egress result.

sh vaultr-boundary-test.sh <VAULTR_PID> [output-directory]lsof -nP -a -p <VAULTR_PID> -isudo tcpdump -i en0 -nn -tttt -w vaultr-en0.pcapsudo tcpdump -i lo0 -nn -tttt -w vaultr-loopback.pcap
Download macOS helperEvidence gathering · result still requires review
  1. 01Install the release you were given and note its build identifier; every claim here is tied to a specific build.
  2. 02Disconnect the machine from every network, or block the Vaultr process at the firewall.
  3. 03Index a sample bundle and run review, drafting and interrogation end to end.
  4. 04Capture traffic for the process for the duration of the run and confirm no matter data appears.
  5. 05Repeat with the updater and model download disabled, then again with them enabled, so you can see the difference.

We publish this procedure because we expect it to be run — that is the difference between asking for trust and earning it. The edges of the test, stated plainly: it covers the Vaultr process on one machine and one workload, not every configuration. The evidence ledger proves the provenance and history of a conclusion; the legal soundness of that conclusion remains counsel's judgement — by design, and by the product's own philosophy.

14

Reporting a security issue

How to report
Send the details to the security contact below, or open a private security advisory on the public repository.
What to include
A description, the build identifier, and steps to reproduce. Do not include matter data or anything confidential to a firm.
What we commit to
Good-faith reports are acknowledged and answered. We will not pursue legal action over good-faith research that respects other people's data.
Coordinated disclosure
We ask for reasonable time to fix before public publication, and we will credit reporters who wish to be named.
Response commitment
Good-faith security reports are reviewed directly by the maintainers and prioritized according to severity and affected releases.
15

For your security review

What an evaluating firm's IT and security team receives, in one packet, before any matter is touched.

Architecture document
The data-flow and mode-boundary description on this page and in the trust center, tied to a specific build identifier.
Repeatable boundary test
The offline / traffic-capture procedure in the verification section below — run it on your own machine.
Source access
The public repository under AGPL-3.0, with its licence, attribution and history.
Data lifecycle walkthrough
A guided session with the people who build Vaultr, covering import to deletion in the mode you intend to run.