Data & Workflow Security For Professional Services
For firms focused on client confidentiality, ethical wall compliance, and AI adoption, Cyberhaven's AI-native platform protects what matters most: case files, M&A documents, privileged communications, and more.
Cyberhaven for
law firms.
The State of Data Risk: By The Numbers
0
of clients are concerned about firms protecting their data when using GenAI
0
of GenAI tools used by professional services firms carry medium-to-critical risk
0
of all breaches involved data distributed across multiple environments
Client Data Keeps Moving.
Legacy Solutions Were Never Built for the Way Law Firms Work.
Professional services, including law firms, supply chain management, accounting firms, and more face a data security problem that is structurally different from most industries. Attorneys work across dozens of matters simultaneously, accountants share sensitive files under deadline pressure, supply chain orgs collaborate with external partners, and employees now routinely paste privileged content into AI tools, all in environments where a single misdirected email or unauthorized file transfer can trigger an ethical violation, a bar complaint, or a client relationship ending in silence.
Content-inspection tools flag keywords. They do not track how a draft agreement moves from a partner's workstation to an unapproved cloud app, or how a document originating in one matter ends up attached to correspondence for another. As AI adoption accelerates across legal workflows and lateral movement between businesses intensifies, the gaps between what your security program can see and what is happening are widening every day.
How we help
Secure Agentic Workflows And Your Most Sensitive Client Data
Cyberhaven delivers full data movement visibility across your cloud, SaaS, endpoint, and AI environment, with real-time enforcement that keeps pace with how fast your employees move.
See Every Data Movement, Across Every Environment
Track privileged documents, M&A files, material nonpublic information (MNPI), and client communications across endpoints, SaaS tools, cloud storage, and AI applications in one platform. Continuous discovery so nothing slips between matters, clients, or ethical walls.
Know What Your Data is, Where it Came From, Who Touched it, and How It Transformed
AI-based classification plus Data Lineage gives your team full context: what the data is, where it originated, who accessed it, and how it has moved across your environment. That is how you separate a genuine confidentiality risk from routine cross-matter activity.
One Platform for DLP, DSPM, IRM, and AI Security
One platform for DLP, DSPM, insider risk management, and AI security. No tool-switching. No lost context. Surface actionable insights instead of raw alerts so your security team can respond without disrupting billable work.
The Data Lineage Difference
Cyberhaven's Data Lineage technology traces every piece of data from its origin, recording every move, copy, edit, and share across managed and unmanaged cloud apps, devices, and agentic workflows. This complete visibility gives Cyberhaven the context to more accurately classify data and protect it anywhere it goes.
Unified visibility and enforcement
Cyberhaven AI & Data Security Platform
One unified solution for protecting data wherever it lives and goes.
DSPM
Discover and classify data, detect risk as it flows between clouds and devices, and secure it automatically with Data Security Posture Management.
DLP
Protect data and stop exfiltration: coach users and block leaks across email, web, cloud, and devices with reimagined Data Loss Prevention.
IRM
Combine data and behavior signals to stop insider threats, clarify intent, and catch slow-burning risks with Insider Risk Management.
AI Security
Increase AI adoption securely, understand shadow AI usage, assess AI risk posture, and prevent leaks without blocking teams with AI Security.
Data Security For Firms That Can't Afford to Lose Client Trust
Protect privileged data as it moves through human and agentic workflows, with less noise, faster investigations, and no lost context.
Understand Every Move Your Data Makes
Cyberhaven traces the full history of every file: origin, every copy, every move, every transformation. That complete lineage is what makes classification accurate and matter-level investigations fast, without the manual overhead that makes legacy tools a firm-wide exercise just to maintain.
Gain Both Visibility and Control
Once your security program can see a finding, your firm is accountable for it. Cyberhaven gives you both: endpoint presence that detects risk in real time and enforcement controls that act before exposure happens. Seeing the problem is not the same as solving it.
Guide Employees Before Incidents Happen
Cyberhaven coaches attorneys and staff in the moment instead of blocking them outright. When someone pastes privileged content into an AI tool or routes a file to an unapproved destination, they see real-time guidance toward approved methods, reducing friction and cutting the volume of incidents your team has to chase.
Resolve Incidents With Full Context, Not Guesswork
When data movement goes wrong, Cyberhaven gives your team the lineage, forensics, and user intent context to investigate fast. No reconstructing what happened from incomplete logs. No guessing whether a disclosure was accidental or deliberate. Just the full picture, ready when a client or regulator asks.
Frequently Asked Questions
What kinds of professional services organizations does Cyberhaven support?
Cyberhaven supports law firms, accounting and audit firms, management consultancies, financial advisory firms, and staffing and recruiting agencies. These organizations share a common data risk profile: highly sensitive client information, heavy reliance on portable files, and frequent movement of staff between engagements. Cyberhaven's Data Lineage tracks that data across all of these environments without requiring content classification to function.
How does Cyberhaven enforce ethical walls across client matters?
Cyberhaven monitors data movement at the file and user level, so it can detect when documents tied to one client matter are accessed, copied, or shared by someone outside the authorized team. Because Cyberhaven tracks data by lineage rather than content inspection alone, it identifies risk even when files are renamed or reformatted, which is a common gap with legacy DLP tools in professional services environments.
How does DLP protect against data exfiltration when professionals change firms?
When an attorney, consultant, or accountant prepares to leave, they often begin staging client data weeks before their departure. Cyberhaven surfaces this activity in real time by detecting abnormal file access patterns, bulk downloads, and data movement to personal cloud storage or USB devices. This allows security teams to investigate and respond before sensitive client materials leave the organization.
How does Cyberhaven help professional services firms manage AI security risk?
Professionals at accounting firms, consultancies, and law firms increasingly use generative AI tools and agentic AI applications to draft documents, summarize matters, and analyze data. Cyberhaven tracks what proprietary or client-confidential data is pasted into AI, giving security teams visibility into AI-related data exposure without blocking productivity. Firms can set policies that alert on or restrict uploads of specific data types to unapproved AI applications.
What does Cyberhaven do when a data incident involves attorney-client privilege or client confidentiality?
Cyberhaven provides incident context, including the data's origin, the user involved, and where the data traveled, without requiring security teams to read the underlying content. This separation is important for professional services firms because it allows security operations to investigate an incident while preserving privilege and limiting internal exposure to confidential client materials.
How does Cyberhaven reduce false positives in a professional services environment?
Professional services firms generate high volumes of legitimate file sharing across client teams, matter portals, and external collaborators. Cyberhaven reduces false positives by using data lineage context to distinguish normal workflow from anomalous behavior. Rather than flagging every outbound file transfer, it evaluates whether the data, the user, and the destination match established patterns, which reduces alert noise for security teams managing lean staff.
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