Security
Security Practices
DriftHQ supports high-trust estate planning workflows. Security is built around private firm workspaces, controlled access, and durable records of funding activity.
Firm-Level Isolation
DriftHQ is designed around logically isolated firm workspaces so client, trust, and funding records remain scoped to that firm's environment and authorized users.
Access Controls
Private app areas require authenticated access. Role-aware workflows and protected routes are used so users only reach the client, trust, and funding operations intended for their firm.
Auditability
Trust funding activity is tracked so firms can maintain a defensible record of status changes, evidence, reviews, and exceptions.
Operational Safeguards
We use secure hosting, encrypted transport, restricted administrative access, and monitored service providers for public inquiries and app workflows.
Inquiry Data
Information submitted through the public inquiry form is used to respond to the firm, prepare demos, and support onboarding. DriftHQ does not sell inquiry data.
To report a security concern or ask about controls for your firm, contact DriftHQ directly.
hellodrifthq@gmail.com