Free two-page risk check
Can your firm prove how client PDFs were handled?
Ten practical yes/no questions expose gaps in intake, processing, sharing, retention, and evidence - before a client, insurer, or auditor asks.
Ungated PDF. No email address or document upload required.
Built for client-accountable teams
Coverage
Assess the full handling path: receipt, access, browser or cloud processing, delivery, retention, and deletion.
Defensible handling
Turn informal habits into repeatable controls with clear ownership, approved tools, and minimum evidence.
Proof
Identify whether you can produce a trustworthy record without exposing the client document or filename.
What you will leave with
- • A simple 0-10 score and risk band your team can discuss in 10 minutes.
- • Recommended controls for weak areas, from approved-tool rules to client-safe proof.
- • A concrete example of a metadata-only processing receipt.
A starting point, not legal advice
This checklist is general educational information. It is not legal, regulatory, insurance, or information-security advice, and it cannot determine whether your controls satisfy a particular obligation. Review your answers with qualified advisers and your client requirements.
Related guides
Learn what a deletion receipt proves, use the PII preflight checklist, or review our Trust Center.