Your data remains only on your own network.
For IT and security teams. How Notate protects documents, what connects to what, and what to tell your security reviewers.
Your data stays with you
Notate was built from the ground up for regulated industries: law firms, banks and government agencies. Security is not a feature added later; it is the reason the product is designed the way it is.
Our rule is simple: your data stays in your organization's environment, on your managed devices, in your Microsoft 365 tenant and on your network.
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Shafer Systems never receives your content. Your documents, notes and email never pass through or rest on our servers.
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The app works directly with your own systems. Notate connects straight to your Microsoft 365, Exchange and file shares, under your sign-in, your policies and your access controls.
The pages below give your security reviewers the detail behind each of these points.