Client Data Security Policy Pack

Practical data handling policies for a small firm: access rules, device standards, client communication, and incident response.

Small firms hold sensitive client data but rarely have written rules for handling it. This pack covers access control, password and MFA standards, device and home-office requirements, document retention, and what to do in the first 24 hours after an incident.

It is written for firms of one to twenty people. A one-page client-facing summary is included for clients who ask how their data is handled.

What's included

Data handling and access policy
Device and remote work standards
Document retention schedule
Incident response first-24-hours plan
One-page client-facing summary

Review before use

These are templates, not legal, tax, or insurance advice. Have your attorney review any policy, engagement language, or client agreement before you use it, and check with your insurance carrier that it fits your coverage. Terms and conditions

$59

One-time purchase. Policy documents in Word and PDF.

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Use the files with unlimited clients at your firm. Purchases are covered by our terms.