Protection reviews
Our flagship Client Records Protection Review is a paced engagement: inventory, observation, findings, and follow-up. This page shows what happens at each stage so you can prepare your Mossel Bay or Eden office.
Inventory
You list record categories, custodians, and locations — filing rooms, shared drives, off-site boxes.
Observation
We visit or connect remotely to watch how files move between reception, advisors, and archives.
Findings brief
You receive prioritised actions covering access, storage, retention mismatches, and disposal gaps.
Follow-up
One session to assign owners, clarify timelines, and decide whether briefings or retention work should follow.
What we need from you
- A named contact who knows active and archived client files
- Access to filing areas and shared folders used for client work
- Time with reception and at least one advisor during observation
- Honesty about recent near-misses — lost folders, wrong recipients, unlocked cabinets
What you receive
A written findings brief in plain language, a prioritised action list, and clarity on what sits outside the engagement. Pricing starts from R8 500 for a single-office review.