Advisory offers

Human-delivered guidance for practices that hold client records. Each offer addresses a concrete part of file handling — review, lawful processing habits, staff briefings, retention, or incident readiness.

Advisor reviewing organised client file folders on a desk in a quiet Mossel Bay office

Client Records Protection Review

A structured walkthrough of how your practice stores, shares, and retires client files — paper and digital — with clear findings and next steps.

From R8 500 for a single-office review · Typically 2–4 weeks depending on file volume and locations

Open client file beside a notebook during a data protection advisory discussion

POPIA-Aligned File Handling Advisory

Practical guidance on lawful processing of client records — purpose, consent evidence, and access control — tailored to how your office already works.

From R4 200 per scoped advisory package · 1–2 weeks

Small team seated around a table during a client-file handling briefing

Staff Client-File Handling Briefings

Short, role-based briefings for reception, advisors, and admin teams on identity checks, desk clearance, and what to do when a file goes missing.

From R2 800 per session · 90-minute sessions; packages of 1–3 sessions

Archived document boxes labelled by year on shelving in a records room

Retention & Secure Disposal Guidance

Build a workable retention schedule for client records and a secure disposal routine for paper and digital files that have reached end of life.

Quote based on archive size and locations · 1–3 weeks

Advisor and client discussing a printed incident response checklist

Records Incident Readiness

Prepare a calm, stepwise response for lost folders, misdirected emails, or unauthorised access involving client records.

From R5 500 per workshop package · Half-day workshop plus draft playbook