Retention
Define how long draft data, uploads, audit logs, referrals, payments, and support records remain.
Security operations
Backup & Retention Center
Prepare production data retention, export, backup, audit log, upload retention, deletion request, and incident-response controls before launch.
Not checked.
Access logs
Every staff, paralegal, attorney, and owner/admin document access should leave an audit trail.
Incident response
Prepare support contacts, breach review, credential rotation, and user notification workflows.