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Professional Services

Client confidentiality, formalised.

Lawyers, accountants, consultants and agencies handling client information.

Data Protection Needs Assessment

Your flagship 0-100 privacy exposure score, with a ranked list of what to fix first. 8 to 25 questions, depending on what your organisation actually does.

Start — you will need an organisation code (we can make one)

What people like you usually worry about

  • Are our client-data practices where they need to be?
  • Does our engagement letter cover privacy?
  • What if we lose a laptop or misdirect an email?

Then, when you have a bit more time

  1. Privacy Notice GraderStart now — an account saves your result
  2. POTRAZ Tier & DPO CheckerStart now — an account saves your result

Professional services starter — client confidentiality, evidenced

A seven-step journey for law, accounting and consulting firms: confirm your tier, score your exposure, check your records and third-party disclosures, grade your notice, and close out breach and security readiness.

Open the Professional Services pathway

When you're ready to maintain this day-to-day, Assegai Trident can help. Learn about Trident