We will never email you new wiring instructions
Before you send money for a closing, settlement or retainer, call us to confirm.
Checklist · By industry
Protecting client confidentiality
Your duty to keep client information private covers email, phones and files too. A yearly check for every attorney and staff member.
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Email and files
- Sensitive documents go out encrypted or through a secure sharing link, not as plain attachments
- Double-check the To line before sending. Autocomplete picks the wrong person
- Client files live on the firm's systems, not personal email or personal cloud accounts
- Shared links expire, and only go to the people who need them
- Wiring instructions are never changed by email, and clients are told so in writing
Devices
- Laptops and phones are encrypted and lock within a few minutes
- Lost or stolen devices are reported the same day so they can be wiped
- Personal phones that get firm email have a passcode and can be wiped remotely
- Old computers and copiers are wiped before they leave the building (copiers store scans too)
In the office and out
- Screens face away from the waiting area and windows
- Client conversations don't happen on speakerphone in public
- Printouts are collected right away and shredded when done
- Visitors and vendors are escorted, and sign in
- Two-step sign-in is on for email, document management and billing
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By industry
More printables like this
Security basics for city staff
Cities hold records, money and services residents depend on, which makes them a favorite target. Every employee is part of the defense.
Protect criminal justice information
Records, reports and database results must stay with the people allowed to see them. These rules come from the CJIS security policy.
Questions about anything in here?
Our team helps local businesses with exactly this every day. A 15-minute call is free.