Flagship advisory
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.
Who it is for
Professional practices that hold client identity documents, case notes, financial files, or medical history — including legal, health, accounting, and agency offices.
Result you leave with
A written findings brief covering access habits, storage gaps, retention mismatches, and practical remediations you can schedule with your own staff.
Included
- Kick-off call to map record types and custodians
- Review of filing rooms, shared drives, and everyday hand-off points
- Staff interviews on how records move between reception, advisors, and archives
- Written findings brief with prioritised actions
- One follow-up session to walk through recommendations
Outside this engagement
- Software licensing or product sales
- Full legal opinions on every POPIA clause
- Ongoing monitoring after the engagement ends unless retained separately
Provider
Senior advisor from Workspace Rowanfield
How the review proceeds
- Share a short inventory of record categories and where they live
- We visit or connect remotely to observe handling practices
- You receive a findings brief within agreed timelines
- We review priorities together and confirm owners for each action
Preparation
Nominate one internal contact who knows where active and archived client files are kept. Arrange access to filing areas and shared folders used for client work.
Constraints
We advise on handling practices and risk reduction; we do not replace your Information Officer or provide litigation defence.
Next step
Request a protection review from the contact page with your practice type and approximate file volume.