Security & Compliance

Sensitive records protected throughout the retrieval process.

Recupera combines secure technology, controlled access, and disciplined operating procedures to protect confidential records from request intake through final delivery.

Our platform is built for the sensitive information handled by claims, legal, and insurance teams—with SOC 2-audited controls, multi-factor authentication, encrypted file handling, role-based permissions, and clear activity history.

Request intake Authorizations Record delivery Approvals
SOC 2 Audited
MFA-Protected Access
Encrypted File Handling
Role-Based Permissions
Cyber & E&O Insured
Standards & assurance

Security practices designed for rigorous review.

Recupera maintains a security and risk-management posture designed to meet the expectations of claims organizations, law firms, carriers, TPAs, and enterprise procurement teams.

  • SOC 2-audited controls
  • PHI-sensitive handling practices
  • Multi-factor authentication
  • Role-based access
  • Encryption in transit and at rest
  • Cybersecurity and errors-and-omissions insurance
  • Security documentation available for qualified client review
Portal safeguards

One controlled environment for requests, records, and decisions.

Recupera brings requests, records, documents, and decisions into one controlled environment. Access is verified, user permissions help control what each person can see and do, sensitive files remain protected, and activity stays connected to the order.

This gives clients greater visibility while preserving the access controls and accountability required for sensitive retrieval work.

How the safeguards work Access → Permissions → Work → History
01 / VERIFY

Authorized access

Multi-factor authentication helps verify users before they enter the portal and access sensitive matter information.

02 / CONTROL

Role-based permissions

Permissions can be structured around client responsibilities, helping control which users can view information, manage requests, respond to outstanding items, approve decisions, or access sensitive documents.

03 / PROTECT

Protected workspace

Encrypted file handling supports secure work with records, authorizations, invoices, communications, and other confidential matter materials.

04 / RECORD

Connected history

Request activity, communications, approvals, client actions, Recupera activity, and delivery events remain connected to the relevant order.

The result Clients can securely see, supervise, and act on retrieval work while maintaining appropriate control over access, responsibilities, and sensitive information.
Explore the Client Portal
Security throughout the process

Protection built into every stage.

Security does not begin when the records arrive. Recupera applies controls throughout the retrieval lifecycle—helping protect request information, authorizations, subpoenas, custodian communications, approvals, and completed records.

01 / ACCESS

Controlled Access

Multi-factor authentication and role-based permissions help ensure sensitive information remains available only to authorized users.

02 / FILES

Protected Documents

Files are encrypted during transmission and while stored, supporting the secure handling of confidential records and matter materials.

03 / HISTORY

Clear Accountability

Request activity, communications, approvals, exceptions, and delivery events remain connected to the order, creating a clear history of the work performed.