Classify information before it enters a workflow or tool. Limit access by role, use secure channels, and document how a vendor handles data. ABA Model Rule 1.6 says lawyers must make reasonable efforts to prevent inadvertent or unauthorized disclosure. Woven Legal’s FAQ identifies privileged and confidential information as a common question when setting up support.
confidential information
Information related to a client representation that a firm must protect from unauthorized disclosure or access.
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