How to Securely Share Sensitive Legal Documents Within the Firm

Introduction

Sharing sensitive legal documents securely is critical to protecting client confidentiality and complying with firm data security policies. This guide outlines the approved methods and best practices for safely sharing sensitive files within Willcox & Savage.

Approved Secure Sharing Methods

To ensure document security, always use the firm’s approved internal file-sharing solutions. These include encrypted email systems and secure cloud storage platforms integrated with the firm’s network. Avoid using personal email accounts or external, unsanctioned services to share sensitive information.

Verify Recipient Permissions

Before sending any sensitive documents, verify that the recipient has the appropriate access permissions. This step helps prevent unauthorized viewing or distribution of confidential materials.

Password Protection and Encryption

Files containing sensitive information should be password protected when possible. For large or highly confidential documents, please consult the IT helpdesk to utilize additional encryption tools or secure transfer methods provided by the firm.

Consulting IT Helpdesk

The IT helpdesk is available to assist with secure sharing methods, especially if you encounter large files or require specialized encryption solutions. Contact them for guidance to ensure compliance with security protocols.

Summary of Best Practices

• Use only approved internal file-sharing tools (encrypted email, secure cloud platforms).
• Avoid personal or external email accounts for sharing sensitive documents.
• Verify recipient access permissions before sharing files.
• Password protect sensitive files where appropriate.
• Contact IT helpdesk for assistance with large or highly confidential files.

Conclusion

By adhering to these guidelines, Willcox & Savage employees ensure the security of sensitive legal documents, maintain client confidentiality, and comply with firm policies. For further questions or assistance, please contact the IT helpdesk.