I would like to start offering the client portal to clients however I’ll need some assurances that the client information will be handled confidentially and securely. I assume clients will also be asking for similar assurances and I would like to be able to direct them to our service provider’s (Cosmolex) relevant terms and policies.
Hi Ron –
Thank you for this question. The Client Portal itself does not have any separate data. Source of the data remains from the main account of our customers which is governed by our policy documents as linked at the bottom of the website. As far as what assurance/terms clients should be provided – It is something we are researching into. It is quite possible that that would be an agreement between a law firm and its client as law firm is providing inviting/controlling access to clients, not CosmoLex. We are looking into best practices and will make appropriate plans.
Senior Product Specialist