This is the second of five articles in the Series Security Considerations in Document Automation Trust is your firm’s most valuable asset. Clients depend on you to protect their information—and to get every detail right. In today’s digital world, both security and accuracy are essential to maintaining that trust. This series explores how smarter document…
This is the first of five articles in the Series Security Considerations in Document Automation Trust is your firm’s most valuable asset. Clients depend on you to protect their information—and to get every detail right. In today’s digital world, both security and accuracy are essential to maintaining that trust. This series explores how smarter document…
There are three reasons our software doesn’t auto-renew Respect for our customers. We don’t attempt to lock them in. Security. If we include software to control your computer, bad guys might attempt to use that same approach to tell your computer what to do. Any exposure to the internet poses a risk, a point of…
Your Data, Your Rules: Why Ownership Still Matters in 2025 Cloud convenience comes with a cost—control. Do you know who really owns your data? As software continues its stampede to the cloud, many lawyers and professionals have accepted online document tools as a given. But in the rush to modernize, an essential question often…
Why Offline Document Assembly is the Safest Choice for Law Firms There’s a quiet risk built into many modern legal technologies: the assumption that being online is both necessary and safe. For document assembly tools—used daily to generate contracts, pleadings, and client-facing forms—that assumption deserves scrutiny. Law firms handle highly sensitive information, bound by ethical…
Why Offline Document Assembly is Safer in a World of Rising Cyber Threats It’s not paranoia if they’re really out to get you From global law firms to boutique consultancies, professionals are waking up to a hard truth: no matter how sophisticated your online defenses are, if your software touches the internet, it’s a potential…
Vendors That Take Security Seriously, Twelve Recommendations Note: We make these recommendations strictly as a satisfied customer. There is no compensation of any sort involved. Rackspace Technology cloud and dedicated servers https://www.rackspace.com/ Sucuri firewalls and attack mitigation https://sucuri.net/ Cloudflare content delivery and security https://www.cloudflare.com/ Bitdefender device security https://www.bitdefender.com/ MalwareBytes device security https://www.malwarebytes.com/ DuckDuckGo private, non-tracking…
The Security Considerations of Artificial Intelligence Two Uses to Avoid For two reasons we strongly discourage others from using AI for any purpose where disclosure of sensitive information is possible. AI currently requires that the data be uploaded to a processor’s cloud where it is extensively analyzed by the processor. That’s problematic. Worse, uploaded material…
We use and recommend three levels of password and email address security for both personal and business use. Level One, the most sophisticated, is for the most sensitive business, financial, identity, and personal health information. The second level is for sites and accounts that are worth protecting because they collect limited amounts of non-critical information.…
How to Best Protect Your Investment in Forms Some time ago we shared suggestions on how to preserve and protect Word’s forms and templates from loss or corruption. The instructions apply to both the intelligent forms produced by our software and the ordinary templates or examples that we all use, often without a real thought…