Greenville — Charlotte
PRIVACY RISK REDUCTION
Confidential by Design
Privacy and breach-risk reduction for law firms, CPA practices, and wealth managers. Map your data. Reduce exposure. Demonstrate due diligence.
What we Do
Reduce Exposure. Tighten Control.
A repeatable process for regulated professional firms—so you know what you have, where it goes, and who has access to it.
01
Baseline & Analyze
Establish what you actually have
- your systems, data flows, and where sensitive client information lives. You can't protect what you haven't mapped.
02
Map & Document
Document the vendors,
sub-processors, and hidden data paths behind the tools your firm uses every day. Most exposure lives in relationships no one has mapped.
03
Assess & Monitor
Prioritize the risks that matter, close the critical gaps, and maintain visibility as vendors evolve, add AI features,
and quietly expand what they collect.
Who We Help
Built For High Stakes Environments.
Organizations entrusted with sensitive information need more than cybersecurity—they need privacy by design.
Law Firms
Protect confidential client information with better data visibility, vendor oversight, and practical privacy controls.
CPAs & Tax Practices
Reduce financial and regulatory exposure with FTC Safeguards Rule compliance, stronger data governance, and privacy practices regulators actually expect to see.
Wealth Managers & RIA
Protect high-value client relationships through SEC Reg S-P compliance, vendor-chain mapping, and defensible privacy practices.
Because Privacy Doesn't End
When the Work Day Does
Schools & Kid's Tech
School-issued devices, classroom platform data trails, and the exposure hiding in ed-tech tools your kid didn't choose.
Families
Household network setup, child-privacy configuration, and device hardening — for parents who don't want the whole tech-support conversation.
Individuals
Data-broker removal, account hardening, and personal exposure reduction — practical privacy without the rabbit hole.
How It Works:
Simple process. Defensible results.
No scare tactics. No hundred-page reports. Just a practical plan that reduces real privacy risk.
STEP 1
SCOPE
A structured intake to understand your firm: tools, workflows, vendor stack, and where your greatest privacy risks actually exist—not a generic checklist.
STEP 2
PRIORITIZE
A prioritized roadmap based on risk, business impact, and the regulations your firm actually answers to.
STEP 3
IMPLEMENT
Guided implementation across your technology, workflows, and vendor relationships—with documentation you can confidently hand to auditors, regulators, or a skeptical partner.
Privacy Advisories
The hidden ways client data leaves modern firms every day.
Research-driven briefings for law firms, CPA practices, and wealth managers facing a quieter kind of risk most firms don’t realize they already have: not dramatic hacks, but routine exposure through vendors, staff behavior, AI tools, and software decisions made without full visibility.