How You Can Safeguard Your Clients’ Data…and Your Own!

For many, 2018 was the year that the topic of data privacy and the online security of personal information came into sharp focus. News of security “mega-breaches” at major social media networks, hotel chains, credit rating agencies, and even major banks made mainstream news with alarming regularity. The takeaway? It’s never been more important to be vigilant with the safety of your personal and business information online.

Today marks Data Privacy Day, commemorating the 1981 signing of Convention 108, an international treaty dealing with privacy and data protection. The campaign, spearheaded by the National Cyber Security Alliance, promotes cybersecurity awareness for small and medium-size businesses.

Legal professionals are entrusted with the highly valuable personal information of thousands of Canadians every year, and so have a major responsibility in protecting that information. Data privacy and protection is an ongoing commitment and there are some proven measures you can take today to keep yourself – and your clients – safe online.

Tried-and-true privacy tips

With a few simple steps, and regularly thinking about who has access to your digital information, you can make real strides in keeping data private.

  1. Customize your privacy and security settings: All your devices, apps and website browsers provide access for you to control how information gets shared. While they come with default settings in place, they may not always be sufficient for your needs so take the time to review and update them accordingly.
  2. Lock it down: Usernames and passwords are no longer enough to keep your information safe. Use modern authentication tools such as biometrics (Touch ID), security keys, encryption and applications that have two-step verification to keep you secure.
  3. Update your software: Regularly update your software, operating systems and apps – both on your desktop and mobile devices – to stay protected from malware, and potential data loss. Consider using a third-party antivirus tool for added protection.
  4. Partner with trusted professionals: Security and online customer safety is good for business. That’s why leading companies, across all sectors and industries, are taking data privacy seriously by closing vulnerabilities and implementing modern data security standards to keep their customers, and their data, safe.

For more helpful measures you can take to ensure your privacy, check out

How DoProcess safeguards your data

Safeguarding customer data and protecting your privacy are key considerations when choosing a platform to help you manage your legal practice. At DoProcess, the protection and security of your firm and customer information is our top priority. Unity® – our new web-based conveyancing platform – was built from the ground up with security in mind.

Unity has a number of important safeguards in place, including:

  • Users must provide their firm account ID, unique user ID and password to access Unity.
  • To validate access to your account, and in instances where you use an unfamiliar device or reset your password, we use two-step verification to further secure your account.
  • All data and documents sent to and from Unity transmit via 256bit SSL encryption, a bank-grade technology that ensures the security of your data.
  • Your matters and client information are stored in dedicated databases – keeping your data separate from that of other firms.
  • All of your data is regularly backed up and the information is stored in secure offsite Canadian locations.
  • Importantly, your Unity data is your Unity data. You retain 100% of the ownership of your data and can request a copy of it at any time.

At DoProcess, we like to think that every day is Data Privacy Day. You can learn more about Unity and its many security features here.