From a client perspective, is remote document review secure? Clients will almost inevitably have questions and concerns about safeguarding their private and confidential data during a remote document review. Truthfully, a remote document review comes with security challenges, simply because we cannot know with 100% certainty where the review is performed, who may have access to view an attorney’s computer screen, or who may have access to review protocols and case memos. However, a remote document review can be performed securely if certain precautions are taken. Effective precautions for consideration include:
Document reviews should not be performed in a public location.
Document reviewers should be aware of their surroundings.
Document reviewers should lock their computers when not in use.
Any review should be performed on a computer that is only used by the reviewer, and if that is not possible, the reviewer should clear their internet browser history and secure any files or other confidential client information before the computer or computer area is used by anyone else.
Document reviewers are prohibited from downloading materials onto their personal computers or sending/receiving materials using personal email addresses.