P2P

30 business associate agreement or a sweeping, generic statement: require proof, process walk- throughs, or third-party certifications. Action Steps Catalog applicable regulations: Map which statutes and guidelines (e.g., PIPEDA for Canadian matters, HIPAA for health care, etc.) apply to each workflow. Train every team member: From senior counsel to administrators, make compliance part of onboarding and annual reviews. Demand regular vendor audits: Require outside partners to provide up-to-date certifications and respond to standardized compliance questionnaires. TREAT ALL CLIENT, COMPANY, AND CASE DATA AS HIGHLY SENSITIVE Legal risk does not respect any boundaries between official records and working documents. IP filings, deal memos, video depositions, transcripts, background emails, and anything else associated with legal matters may contain highly confidential or regulated material. Law Firms The days of treating only internal firm files, such as retainer agreements or billing records, as the most important or confidential are over. Anything related to a client must be considered mission-critical security data. Legal Departments Internal memos, early-stage project files, and communications often get overlooked. Everything, including scratch notes and emails, should be subject to the same protections as a finalized contract. Action Steps Adopt a universal classification rule. If it touches a legal matter or sensitive business strategy, protect it fully with no exceptions. Invest in secure collaboration platforms. Choose tools that support granular access controls, transparent audit trails, and easy revocation of access. Audit legacy data. Regularly sweep shared drives and email archives for unprotected or improperly stored files. 3

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