Virtual Paralegal Training Center

        VIRTUAL PARALEGAL TRAINING CENTER

Training, Networking & Resources    

 

Virtual Paralegals & Confidentiality

03 Jun 2020 6:43 PM | Cordina Charvis (Administrator)

As paralegals, we all know the importance of confidentiality in the legal business. A virtual paralegal is under strict obligation to protect their clients’ privacy always.

Every virtual paralegal business should have a written confidentiality policy describing both the type of information considered confidential and the procedures you must follow for protecting clients’ information. At the very least, it is recommended that paralegals adopt the following procedures for protecting their clients’ information:

  • Do not discuss clients or clients’ projects with anyone including family and friends without your clients’ permission.
  • Be aware of your surroundings when having telephone conversations with your clients. It is best to find a quiet place to talk with your client.
  • Keep all clients’ files locked away in a password-protected file. Your family and friends should never have access to your clients’ files.
  • Never release clients’ information to anyone without your clients’ authorization.
  • Use shredders or other secure disposal methods to dispose of client sensitive material.
  • Make sure all your partners and independent contractors sign confidentiality agreements.
  • Use software that is password-protected for transmitting documents.
  • Your duty of confidentiality continues after your clients’ projects are completed.

©Virtual Paralegal Training Center™

Training, Networking & Resources (TNR)

http://www.virtualparalegaltrainingcenter.com

inbox@virtualparalegaltraining.com

Subscribe to virtual paralegal newsletter

Powered by Wild Apricot. Try our all-in-one platform for easy membership management