Security and Compliance Trust Center
DocupletionForms is built for law firms and regulated professionals who require structured security controls, documented governance, and operational transparency. Our control environment aligns with SOC 2 Trust Services Criteria covering Security, Availability, Confidentiality, and Processing Integrity.
A structured control environment
DocupletionForms.com operates within a structured control environment designed to protect client data and administrative access. All administrative systems require VPN access and multi-factor authentication. No public administrative endpoints are exposed.
Encryption is enforced in transit and at rest. System monitoring, backup validation, and access reviews are performed according to defined operational schedules.
How systems and data are protected
Encryption
- TLS 1.2 or higher for data in transit
- AES-256 encrypted daily backups
- Encrypted S3 storage
Access Security
- Outline VPN required for administrative access
- Multi-factor authentication enforced
- SSH key based access control
Monitoring
- Imunify360 malware detection
- AIDE file integrity monitoring
- Log review conducted monthly
Backups and Validation
- Daily encrypted backups using JetBackup 5
- Weekly S3 validation
- Monthly restore test documentation
Documented governance
Information Security Policy
HTTPS enforced across all systems. VPN restricted administrative access. Monthly log review. Annual policy review.
Access Control Policy
Least privilege model. Quarterly access review. Deprovisioning within 24 hours when access is no longer required.
Data Retention and Disposal Policy
Application data retained up to 3 years unless contractually extended. Backups rotate every 30 days. No production data stored on unmanaged devices.
Incident Response Policy
Alerts reviewed within 24 hours. Confirmed incidents logged and remediated immediately. Client notification within 72 hours when required.
Vendor Risk Management Policy
Critical vendors publish security documentation and undergo annual review.
Run on defined schedules
Review Cadence
- Backup restore test — Monthly
- Log review — Monthly
- Access control review — Quarterly
- Policy review — Annually
Account Hygiene
- Password length ≥ 12 characters
- Password manager required
- MFA enforced
Change Control
- All production changes logged
- Pre-update backup snapshot required
The stack behind the controls
Evidence kept for audit consistency
Each record includes date, reviewer, and summary result for audit consistency.
Built to scale into certification
DocupletionForms maintains a SOC 2 aligned control set appropriate for a growing SaaS platform. As institutional volume increases, Centinel Trust plans to engage Vanta and an independent auditor for SOC 2 Type I and Type II certification. Additional documentation is available under NDA upon request.
Implemented now, and what’s next
Implemented Controls
- Daily system report with 90 day retention
- Logrotate compression and retention enforcement
- AIDE scheduled file integrity monitoring
- SSH key based access control
- MFA enforced for WHM and cPanel
Next Phase Improvements
- Automated alerting for backup failures and anomaly detection
- Operator runbook documentation
- Version controlled configuration snapshots