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A Deep Dive on vendor data-sharing practices that are fully disclosed and still expose law firms, accounting practices, and financial advisories to real professional liability.
Most compliance conversations start with "is this legal." That's the wrong question for a law firm, an accounting practice, or a financial advisory handling client or patient data — professional duties of confidentiality and safeguarding don't run to the vendor's terms of service, they run to the client.
The new Deep Dive breaks down exactly where that exposure lands — ABA Model Rule 1.6, Circular 230, GLBA, HIPAA — and gives you two things to actually act on:
- 4 questions to ask any vendor before they touch client data
- A compliance policy you can put in place this week
Read it here: https://www.venntive.com/its-legal-isnt-the-point