Last Updated
Confidentiality
Keeping Your Files Confidential
I keep what I learn about your firm, your clients, and your files confidential, and I share it only with your firm or as your firm directs.
Where Client Files Live
I work inside your firm's own systems and follow your firm's procedures for handling client information.
What This Website Receives
This website never receives client documents. Its form collects contact details and basic file details only, and it asks you not to include confidential client information or personal details such as Social Security or account numbers.
Your Firm's Requirements
If your firm has confidentiality requirements, raise them on the intro call so they can go into the services agreement.
Questions? Email liz@onedeskover.com.