Commit to one confidentiality habit

Create and use one if-then confidentiality safeguard for a recurring paralegal workflow. Sensitive client information moving through email, shared drives, print jobs, chat, or intake notes. If I am about to [risky handling step] involving client information in [matter/workflow], then I will [specific confidentiality safeguard], record [proof of the check], and escalate to [attorney/team member] if permission or recipient scope is unclear before I continue. In three days, check whether the risky cue occurred and whether the safeguard was used. Before forwarding client documents or discovery exports to anyone outside the immediate matter team. Before uploading intake notes, medical records,…

Sign up free — one personalized lesson every day, matched to your role and goals.

Already have an account? Sign in