Flagship: Client Records Protection Review
A structured walkthrough of paper and digital client files with a written findings brief and one follow-up session. Built for single-office and multi-room practices.
Mossel Bay · Eden district
Workspace Rowanfield
Advisory for practices that keep client files — from reception trays to archive shelves — so records stay accounted for, access stays deliberate, and disposal has a date.
Where client records meet daily work
We advise on the handling of client records: who opens them, where they rest overnight, how long they remain, and what happens when something goes astray. The focus is cybersecurity-aware data protection grounded in the furniture and habits of a real office.
Related advisory
POPIA-aligned file handling sessions, staff briefings on identity checks, retention schedules, and records incident readiness — chosen when a full review is more than you need.
What clients notice first
Evidence from practices that asked us to sit with their files, not their slogans.
“They spent a morning in our filing room and noticed that temp staff could open archived boxes without a sign-out sheet.”
“Sessions ran shorter than I expected; I would have liked one more hour on email attachments, but the desk-clearance habits stuck.”
Guides from the filing room
Short notes on checklists, retention choices, reception scripts, and the first hours after a folder goes missing.
Rates without guesswork
Starting figures for reviews, briefings, and workshops — with clear notes on what changes a quote.