Industry
Law firms and notaries: confidentiality and traceability
In a practice, client information and meeting deadlines are the service. We work on document storage, traceability of every action, and a way of handling enquiries that leaves nothing unlogged.
- Encrypted document storage with role-based access
- Every call and enquiry logged against the file
- Physical and logical access control to sensitive areas
What we solve
Common challenges in the sector
Documents on personal machines
Files live on individual computers and shared drives with no access control and no verified backup.
Enquiries that go unlogged
The client calls, asks about their matter, and the conversation is recorded nowhere.
No access control by role
Everyone can see everything, with no differentiation by role and no log of who consulted what.
Deadlines tracked by hand
Keeping track of terms depends on personal calendars and on the memory of whoever handles the matter.
What's included
How we approach it
Controlled document storage
Encrypted storage with permissions by role, versioning, an access log and backups with tested restores.
Service that leaves a record
Every call and conversation is tied to the file, with recordings accessible only to authorised roles.
Deadline control in a system
Case management with terms, automatic alerts and traceability of every action taken.
Physical and logical security
Access control to storage areas, video surveillance and network segmentation for sensitive equipment.
Frequently asked questions
Frequently asked questions
How is the confidentiality of files protected?
With encryption at rest and in transit, permissions by role, an access log and physical access control to storage areas.
Can calls with clients be recorded?
Yes, in line with the Privacy Notice and the firm's internal policy, with access restricted to authorised roles.
What about paper documentation?
It can be digitised and added to the electronic file under the same access control; the scope is defined during the assessment.
Can people work from outside the office?
Yes, with controlled, encrypted access and the same role-based permissions as inside the office.
Ready to review your operation with us?
Book a no-cost assessment. We review your current setup, identify what is worth solving first and hand you a proposal with an agreed scope and timeline.
We reply during business hours from Mexico City.