Law firms, accountants, consultants, and agencies holding client-confidential material — increasingly asked to prove their own security posture before the engagement letter is signed.
The Real Problem
Professional firms are built on trust and tend to run flat file structures where anyone can open anything. It works until a conflict arises, a client asks about segregation, or someone leaves for a competitor. Confidentiality obligations are specific, and “we trust our people” is not the control the engagement letter promised.
Every staff member able to open every client matter, with no record of who looked at what.
Corporate clients now send questionnaires, and the answers have to be true and demonstrable.
Court, client offices, home, and travel — all needing access that stays controlled off the network.
Closed matters retained indefinitely become liability rather than an asset, without a disposal schedule.
What We Handle
Permissions scoped to the engagement team, with the access record a conflict inquiry would require.
Controlled access from anywhere, without client material scattering onto personal devices.
Defense against the impersonation and payment fraud aimed at firms handling client funds.
Help answering client security reviews with responses grounded in your real configuration.
Records kept for as long as obligation requires, then disposed of deliberately rather than by neglect.
Offboarding that closes access promptly and documents exactly what a departing person could reach.
If the honest answer is everyone, that’s worth changing before a client asks the question.
