Intelligence built to last

Enterprise-grade security and technology protecting your firm's institutional knowledge

Foundation

How Experio builds and maintains your knowledge graph

Your firm's intelligence lives in relationships — between contracts and capabilities, experts and clients, proposals and outcomes. Experio's ontology-based knowledge graph maps these connections automatically, turning scattered documents into structured, searchable institutional memory.

Technology

Built on proven architecture

Automated ingestion pulls from SharePoint, Teams, drives, email.

Automated document discovery and indexing

New documents are identified and processed without manual intervention or data migration.

Human review ensures quality and accuracy

Your team validates relationships before they become searchable, maintaining control over what matters.

Context is added and relationships are strengthened

The graph learns which experts matter most, which contracts are most relevant, which patterns predict wins.

Plain English queries return answers in seconds

Ask your firm anything. Get back what matters, with sources cited and relationships visible.

Encryption always on

Data encrypted in transit and at rest using industry-standard protocols.

Your data stays yours

Experio never trains models on your knowledge. Complete ownership, always.

Audit trails everywhere

Every access, every query, every change is logged and reviewable for compliance.

Compliance built in

SOC 2 Type II, HIPAA, FedRAMP, and NIST standards. Tested and validated.

Security

Four pillars protecting your firm's intelligence

Experio is built for firms that can't compromise on security. Every layer is designed to protect what matters most.

Permissions and access control

Role-based access control and single sign-on ensure users see only what they're authorized to access.

Flexible deployment options

Cloud, private servers, or air-gapped environments. Choose the model that fits your compliance requirements.

Privacy and data ownership

Bring your own model, no training on your data, and your knowledge graph stays completely yours.

Control and monitoring

Human-in-the-loop curation, comprehensive audit trails, and continuous monitoring keep you in control.

Questions

Everything you need to know about Experio's security and deployment.

How is my data protected?

Experio encrypts all data in transit and at rest using industry-standard protocols. Your firm maintains complete ownership of your knowledge graph, and we never train our models on your data. Access is controlled through role-based permissions and single sign-on integration.

Can we deploy on-premises?

Yes. Experio runs in the cloud, on your private servers, or air-gapped environments. Choose the deployment model that fits your compliance requirements. Migration is seamless, and your existing infrastructure remains unchanged.

What compliance standards does Experio meet?

Experio is SOC 2 Type II certified and compliant with HIPAA, FedRAMP, and NIST standards. We maintain detailed audit trails and support your firm's compliance reporting requirements. Our security posture is regularly tested and validated.

Who can access what information?

Role-based access control ensures users see only what they're authorized to access. Permissions map to your existing organizational structure and can be granular down to individual documents. All access is logged and auditable.

How does Experio handle sensitive data?

Sensitive information is identified and protected according to your firm's classification rules. You control what gets indexed and how it's handled. Experio supports data masking and redaction for compliance-sensitive content.

Can Experio integrate with our existing systems?

Experio connects to document management systems (SharePoint, OneDrive, Box, Gdrive and many more), communication systems (Teams, Slack, emails), cloud system of records (ERM, CRM, project management), without requiring data migration. API integrations are available for custom systems. Your existing workflows remain intact.

What happens if we need to leave?

Your data remains yours. We provide full export capabilities in standard formats. There's no lock-in, and we support clean offboarding within your timeline.

How is the knowledge graph updated?

Experio automatically ingests new documents and structured content and updates relationships in near real time. You control what sources feed the graph. Human review ensures accuracy before information becomes searchable.

Is there a human review process?

Yes. Experio uses human-in-the-loop curation to validate relationships and ensure quality. Your team controls what gets indexed and how it's organized. Automation handles the heavy lifting, but humans stay in control.

What about regulatory audits?

Experio maintains comprehensive audit logs for all access, changes, and queries. Reports are available on demand for regulatory reviews. We support your compliance team with documentation and evidence.

Need more details?

Our security team is ready to walk through your specific requirements.

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See how IQ1™ works. Book a demo with our team and get a personalized walkthrough in 20 minutes.