TRUST
Trust, confidentiality and data handling.
We start with a limited intake. Data, access and handling arrangements are agreed before any evidence or sensitive material is transferred.
Begin with a limited intake
Use the first conversation to outline the matter, the urgency, the systems involved and what you need at the end. Do not send evidence or highly sensitive information through the public website or in the first email.
Use only what is necessary
The agreed scope and handling plan define what information the work actually needs, and the transfer, access and retention limits that apply to it.
Agree the handling arrangements
Transfer, hosting, processing location and access are agreed before matter data is exchanged.
Reduce unnecessary data movement
Where practical and appropriate, work may be performed inside your environment or an approved provider’s, so data does not have to move.
Limit access
Access is configured for the engagement so that each participant sees only what their role requires.
Keep an appropriate record
Where evidence handling is in scope, we record source, action, operator, time and purpose at the level required by the engagement.
Make third-party roles clear
Technology, hosting, subcontractor and specialist roles are named and agreed for the engagement.
Set the end state
Retention, return and secure deletion are agreed for the engagement.
Escalate incidents
Security or confidentiality incidents are handled through agreed escalation and notification steps.
Set data responsibilities
Before work begins, the engagement terms name who provides matter data, who approves access and handling decisions, and who receives the agreed work product.
Consider conflicts
The parties and scope for a conflict check are agreed before we accept the work, along with when the check has to be repeated.
Contact
Start with the matter.
Send a short note: what the matter is about, the timing, the jurisdiction, and the decision, deadline or work product you need support with. We agree a handling route before any evidence or sensitive information is exchanged.