Your Confidentiality Duty Now Includes Cybersecurity
Rule 1.1 tech competence and Section 6068(e) confidentiality don't stop at the case file.
Get the free confidentiality checklist
California's Rule 1.1 tech-competence comment and Business & Professions Code Section 6068(e) put a duty on every firm, not just the ones with a dedicated IT department, to safeguard client confidences using reasonable technical safeguards. Boutique and mid-size firms carry this exposure without the staff to manage it.
This checklist walks through where firms your size typically have gaps: email security, document handling, remote access, and vendor risk.
What's inside
- Client data handling: encryption in transit and at rest, access controls by matter
- Communication security: email authentication, secure client portals, MFA
- Vendor and third-party risk: e-discovery vendors, cloud document management, IT support
No spam, unsubscribe anytime. Reply STOP to any email to opt out.
Want a real confidentiality review done?
A practical, firm-sized assessment against Rule 1.1 and Section 6068(e), not a generic audit report.
Book a Free 30-Minute Risk Review