Your Firm Just Had a Close Call. Here's the Protection That Should Be in Place.
This isn't a failure of diligence. It's a failure of process at volume. When paralegals are handling dozens of documents a day, manual review can't catch everything. Dataguard can.
See Dataguard Catch It Before It LeavesYou know exactly what almost happened
These scenarios happen at every firm that handles sensitive client records. The question is whether they result in an incident or a very close call.
A paralegal emailed medical records to opposing counsel instead of the retained expert
A document with an unredacted SSN went out in a settlement package
A SharePoint link shared with opposing counsel included a client's diagnosis history
Why training and manual review aren't enough
Manual review works when volumes are low and attention is high. Neither is reliably true in a busy practice.
A paralegal handling 15 to 20 documents a day, every day, is going to miss something. Not because they're careless. Consistent human attention at volume is impossible. The research on this is clear. The fix is automation, not more training.
Microsoft Purview exists, but it requires an E5 license, a dedicated IT administrator to configure it, and active management to stay effective. Most law firms have none of those. So the Purview tab sits open, unused, or blocked the wrong things until someone turned off the policy.
The protection that actually works runs automatically, every time, whether or not anyone remembered to turn it on.
Three steps. Zero behavior change from your team.
DataGuard runs automatically in the background. Your paralegals don't learn a new tool. They just stop accidentally sending things they shouldn't.
DataGuard lives inside the tools you already use
No new tools for your team to learn. DataGuard installs directly into Outlook, Gmail, OneDrive, Google Drive, SharePoint, and Clio, the tools your team already uses every day.
Every outbound document is scanned automatically
When a document is about to leave the firm (via email, a shared link, or a file attachment) DataGuard reads it against your privacy policies before it reaches anyone outside.
Sensitive content is removed. The share goes through clean.
SSNs, diagnosis codes, government IDs, and other restricted information are stripped from the document. The recipient gets a clean file. Your team gets a summary of what was removed. The audit log records the event.
“The setup took less time than explaining to my paralegal why she couldn't send that file. Now I don't have to explain it. Dataguard handles it.”
See Dataguard Catch It Before It Leaves
20 minutes. We'll walk through the exact scenario you just experienced and show you how Dataguard stops it automatically.