Security & Privacy
is built around least-privilege access, secure authentication, and a portal-first workflow to reduce email-based exposure.
Access Controls
- Role-based permissions (Director / Employee / Client)
- Forced password resets when needed
- Account disablement for offboarding
Operational Accountability
- Audit trail for sensitive actions
- Client portal keeps documents in one place
- Uploads tied to the case record
Note: Production deployments should use HTTPS, hardened server configuration, and a secure backup strategy.