How can our firm utilize user-level access rights to protect data?

CosmoLex Team

User-level access rights offer a way to further protect client data. These access rights are permission settings, which can be turned on or off, to allow individuals or groups of people access to particular data sets. Restricting access goes beyond employee trust and is part of limiting exposure, where fewer individuals who have access to particular data reduces the likelihood … Read More

What is two-factor authentication (2FA)?

CosmoLex Team

Meant to be used as a supplement to passwords, two-factor authentication provides increased security to prevent unauthorized access to account logins. Also known as 2FA, this method adds another layer onto the login process to verify the user’s identity. What it does Two-factor authentication is essentially proving that the person who is trying to gain access to an account is … Read More

How can my law firm use integrations?

CosmoLex Team

Integrations connect different software and tools, allowing them to communicate with one another in order to transfer data and streamline workflow. When used properly, they create powerful efficiencies that reduce the amount of manual work law firms need to do. Integrations are the connections between two different software, allowing data to flow from one to the other. This results in … Read More

Where is our data stored with cloud-based programs?

CosmoLex Team

When using cloud-based programs, data is stored on a remote server to be retrieved at the convenience of the user. Whether you’re using Dropbox, Google Drive or your cloud-based practice management program, all of these systems work the same way – allowing you to upload your data and access it through the Internet. While this type of data storage may … Read More

What is hosted cloud?

CosmoLex Team

Hosted cloud is a way to take advantage of some of the benefits of the cloud while still using traditional in-office hardware. When using a hosted cloud system, the setup, software, infrastructure, and security are all maintained by a vendor and hosted on a server located elsewhere. The result is essentially a desktop you can access via the cloud, with … Read More

What encryption do law firms need?

CosmoLex Team

Lawyers have a responsibility to take reasonable steps to protect the confidentiality of their client’s data under four primary ABA rules[1]: Rule 1.1, dealing with competence including that associated with technology Rule 1.4, addressing secure communication Rule 1.6, outlining the duty of confidentiality Rules 5.1-5.3, focusing on lawyer and nonlawyer relationships Individual state bar associations have addressed this as well, … Read More

How do I become PCI Compliant?

CosmoLex Team

To become Payment Card Industry Data Security Standard (PCI-DSS) compliant your firm must determine which DSS apply, and then perform the required tests to determine if your firm meets those standards.[1][2] This process is complicated because there are eight different PCI-DSS A self-assessment questionaires (SAQs) available for you to use to verify your firm’s compliance.[2] Which SAQ applies to your … Read More

What are the advantages to storing my law firm’s files in the cloud?

CosmoLex Team

Law firms that want to maintain exclusive control over their electronic data may choose to store their data on an in-house server kept onsite at the firm’s location. But for firms that are not as concerned about exclusively controlling their electronic data, there are many advantages to using cloud file storage such as[1][2]: Cost Savings A reduction in IT costs … Read More

How can I export data from my online accounting program?

CosmoLex Team

Most online accounting programs, with the exception of Quickbooks, allow users to export their data into MS Excel or . [1][3] You can export data directly from your generated reports or from the actual screen where you enter the data. You can export all Quickbooks transactions into specialized files such as .tlg or .iif, .qba, or .qbo that can only be … Read More

Do I need my client's permission to store their files in the cloud?

CosmoLex Team

There is only one state, Massachusetts, that recommends that attorneys obtain client consent prior to uploading confidential information into the cloud.[1] A majority of states impose a duty on attorneys to be competent in technology matters and to maintain client confidentiality.[2] These two duties impact an attorney’s ability to store client data in the cloud, but it is the duty … Read More