Resources for Proving Client-Data Protection

Professional service firms run on client trust.

These resources help leadership understand whether client-data protection is being actively managed, evidenced, and owned — or mostly assumed.

A short self-check to see whether your firm can produce basic evidence around access, backup, endpoint protection, former employees, client data location, and exception review.

A more complete scorecard for firms that want to evaluate evidence gaps, control gaps, and ownership gaps before insurance, client due diligence, or internal review creates pressure.