Security

Built for records that should not leak

Trust-account data identifies clients, counterparties, and amounts. The standards below are the requirements the Shtim platform is built and operated to.

Access and identity

  • Role-based access — firm administrator, firm staff, and read-only, each limited to what that role needs, and per-account permissions within a firm.
  • Server-side permission checks on every request, not only in the interface.
  • Passwords hashed with PBKDF2-SHA256 at an effective 600,000 iterations, compared in constant time, and never stored or transmitted in readable form.
  • Session tokens stored hashed, so a copy of the database does not let anyone sign in.
  • Cross-site request forgery protection on every action that changes data.
  • Rate limiting and account lockout on repeated failed sign-in attempts.

Multi-factor authentication is not yet available in the Shtim portal. It is in development. Until it ships, portal security rests on password strength, so use a long unique password and do not reuse one.

Data separation

  • Tenant isolation carried in the database query itself, not only in the interface, so guessing another firm’s identifier returns nothing.
  • Automated cross-tenant tests that fail the release if isolation regresses.
  • Least privilege for internal accounts and service credentials.

Data protection

  • TLS in transit across the site and portal.
  • Encryption at rest as provided by our hosting and database platform.
  • Point-in-time recovery of the database, plus periodic exports held separately.
  • Secrets management outside application code and version control.
  • Sensitive values stay out of URLs, public logs, analytics, crash reports, and browser consoles.

Accountability

  • Audit logging of imports, edits, assignments, approvals and rejections, matter creation, finalizations and revisions, pricing changes, payments, user changes, and agreement acceptance.
  • Revision trails rather than silent edits to finalized reconciliations.
  • No third-party code in the application itself — no analytics, no advertising, no external scripts — so there is nothing to scan or patch in the browser.

Bank access

What Shtim holds, and what it does not

Shtim stores the bank name and the last four digits of an enrolled account. Nothing more.

Viewing access is arranged by the firm directly with its bank, as a separate read-only user that can view and download posted activity and nothing else. Shtim is never granted authority to initiate transactions, transfer funds, or modify account permissions.

Shtim does not collect banking credentials through this website or the client portal, and will never ask for them by email or telephone. Where access details must be exchanged, they are transmitted through a secure channel agreed with the firm in advance — never in ordinary email, and never through a form on this site.

This website

What the marketing site does

  • No advertising or analytics trackers and no cookies set by this site.
  • No account or client data is collected or stored by these public pages.
  • A strict content security policy, HTTP Strict Transport Security, and framing, sniffing, and referrer protections are set at the edge.
  • Web fonts are requested from Google Fonts, which receives the visitor’s IP address as part of that request.
No guarantee, and no certification. Shtim holds no security certification or third-party audit, and does not claim one. Shtim is not providing audit, assurance, fraud-detection, legal, cybersecurity, or professional-responsibility services, and does not guarantee detection of any error, unauthorized transaction, fraudulent activity, misappropriation, discrepancy, or data incident. Shtim uses third-party technology providers — including hosting, databases, storage, payment processing, and software services — and uses reasonable care in selecting them, but does not warrant the security, availability, or practices of any third-party provider. Firms remain responsible for their own professional obligations regarding confidentiality and client information.

To report a suspected security issue, contact us.

Next step

Enroll a trust account

Enrollment happens online: choose the weekly capacity, enter your open matters and their balances, execute the engagement agreement, and set up payment. If you would rather talk it through first, ask us instead.