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Security & Confidentiality

Privilege-Aware. NDA-Protected. Attorney-Controlled.

A clear accounting of how CounselWorks handles confidential matter information, attorney-client privilege considerations, and data security.

CounselWorks is not a law firm. We do not provide legal advice. The protocols below reflect our operational posture with respect to confidentiality — they do not constitute legal guidance on privilege. Attorneys should consult ethics counsel regarding their specific jurisdiction's rules on outsourcing with non-lawyer service providers.
Confidentiality Framework

NDA Before Anything Else

No matter information is shared with CounselWorks until a mutual non-disclosure agreement is executed. This is not optional — it is the first step of every engagement, without exception.

Our NDA is drafted to be consistent with attorney outsourcing obligations common in California and other jurisdictions. We encourage attorneys to review the NDA with their own ethics counsel before execution.

Confidentiality Protocols

  • Mutual NDA executed before any engagement begins
  • Matter information shared only as needed for specified work
  • No matter information retained beyond engagement scope
  • Access limited to personnel assigned to your engagement
  • No use of client information for any purpose beyond specified work
  • Incident notification protocol in place
  • Engagement-specific data handling confirmation
Attorney Control

You Remain in Charge. Always.

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Attorney Is the Supervisor

CounselWorks operates under attorney direction at all times. We do not make legal decisions, exercise legal judgment, or communicate directly with clients without explicit attorney authorization.

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All Work is Drafts

Every deliverable is labeled "Draft for Attorney Review." Nothing is filed, sent to clients, or finalized without attorney review and approval. We deliver infrastructure — you deliver legal service.

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Scoped Access Only

We receive only the information necessary to complete the specified engagement. We do not request or retain access to firm systems, credentials, or client files beyond the defined scope.

Data Handling

Operational Security Standards

  • Encrypted file transfer for all matter materials
  • No cloud storage of matter files without attorney authorization
  • Defined retention and destruction protocols
  • Personnel access controls and confidentiality agreements
  • No matter information shared with third parties
  • Incident response protocol
Placeholder — Security Certifications: This section will list any applicable security certifications, compliance frameworks, or third-party audits once confirmed. Insert specific certifications here (e.g., SOC 2, specific data handling protocols).
Questions?

Discuss Our Security Posture

We welcome detailed questions about our confidentiality and data handling protocols. Schedule a call to review our NDA and security documentation before engaging.

Schedule a Review Call