Copalion

Built with your firm's data in mind.

Security isn't an add-on feature for us — it's part of how the platform is built, from intake screening through delivery.

Encrypted in transit

All application, intake, and lead data is transmitted over encrypted (TLS) connections — from the partner application form through to delivery in your dashboard.

Restricted access

Lead and partner data is accessible only to the staff who need it to qualify, deliver, or support your account — not shared internally beyond that.

Exclusive by design

One firm per metro. Your leads, application details, and performance data are never shared with another firm in your market.

Multi-point intake screening

Before a lead reaches your dashboard, liability is established, injury is documented, and insurance is confirmed — reducing the data your team needs to handle on unqualified contacts.

Privacy & contact compliance.

Our handling of personal information is governed by our Privacy Policy, and any outreach following a form submission is governed by our TCPA Disclosure.

Talk to us about your data.

If you have specific security or compliance questions as part of your evaluation, reach out and we'll answer directly.