Secure data exchange online: How efficient & compliant is your law firm?
Exchanging data has always been a central part of your work as a lawyer or tax advisor. After all, you are constantly exchanging contracts, receipts or other information with your clients - most of it confidential and sensitive.
The majority of data exchange in most law firms takes place online, at the latest since digitization. What makes your day-to-day work much easier, however, also comes with risks. After all, 75 percent of German companies have already been the victim of a cyber attack.
This makes it all the more important for tax consulting and in the legal environment to ensure secure data exchange between employees and clients online. Many solutions on the market rely on high-security servers and restrictive IT rules that are almost impossible to implement in everyday work.
But there is another way! We show you how you can easily integrate secure data exchange with companies and clients into your workflows with the help of a user-friendly collaboration platform.
What is meant by data exchange?
Data exchange is the exchange of information between different people or devices in electronic form and a specific format, such as .doc or .pdf. For example, when you send financial statements to a client, data exchange takes place. It becomes secure when certain security protocols are followed and the exchange takes place via secure servers.
Simple & intuitive: Secure data exchange with customers & clients via one platform
The exchange of information is fundamental to the business activities of companies in all industries. But even though secure data exchange with suppliers or other contacts is already important in industry, for example, your firm faces special challenges in terms of online security.
On the one hand, this includes the duty of confidentiality, which would require electronic encryption of the data, but also the correct implementation of the GDPR guidelines. Many law firms still rely on email attachments or platforms such as Dropbox for this purpose. However, these fragmented stand-alone solutions are not only inefficient, but also fail to meet the criteria mentioned above.
If you want to work efficiently and play it safe, a central software solution can support you. Once integrated into your workflows, a platform such as the collaboration suite IURIO offers you an intuitive solution for secure data exchange in every work step.
Step-by-step to secure data exchange online with IURIO
Secure data exchange is the foundation of your law firm activity and therefore included in every IURIO service package. But as a collaboration suite, the software goes one step further: By running all your digital communication through one platform, you can optimize your workflows and create a seamless and highly secure data transfer solution for all parties involved.
To enable you to use the IURIO as quickly and effectively as possible, we proceed as follows:
- Demo of the platform & potential analysis
In the first step, we show you in an online demo how IURIO is structured and which functions the software has to offer. Then, together with you, we analyze the workflows in your law firm and find out which departments have the most potential to increase efficiency. Classically, these are mainly accounting or the merging of client information such as vouchers or similar.
- Individual consulting & configuration
After the basic analysis, one of our Solutions Consultants, who is particularly specialized in workflow optimization, takes over the detailed consulting. Together with our expert, you put together the right modules for your law firm. We set up the software for you, take care of individual branding and the correct configuration of the platform.
- Onboarding of your employees
In the final step, we put the collaboration suite live and conduct onboarding with your employees. Thanks to the intuitive user interface and logical menu navigation, the platform and your team are usually up and running after one to two hours. Thanks to IURIO's numerous interfaces, you can now efficiently merge numerous workflows that were previously isolated.
After the successful introduction of the collaboration suite, we will of course also accompany you during the transfer of the first clients to the platform. Afterwards, we work with you to determine whether your goals have already been achieved or whether there are other work processes that you would like to digitize and automate.
One solution instead of many tools: Your advantages with the IURIO Collaboration Suite
As a collaboration platform for tax consultants, auditors, lawyers and companies, IURIO was developed according to a "security-by-design" concept, which gives top priority to the security of your communication and your data. As a solution for secure data exchange online, we guarantee this claim by:
- Client-side encryption thanks to state-of-the-art technologies
- FIDO2 technology for secure login without password
- Individual role management & assignment of access rights
- DSGVO compliance & ISO certified data centers
- Server in Germany, Austria & Switzerland
The particular challenge for us was to develop a software solution that is not only highly secure, but also particularly easy and intuitive to use. Unlike many other solutions, we don't think in terms of functions, but in terms of workflows.
With IURIO, you are therefore not relying on just another isolated solution for secure data exchange or communication. Rather, it is a tool for legal project management that integrates your existing applications and efficiently substitutes redundant tools. This also includes, for example, the joint editing of documents, the creation of digital signatures or the organization of web conferences.
Seamlessly integrate secure data exchange online into your workflows!
The cooperation between law firms and their clients requires the exchange of data on a daily basis. In most cases, this takes place electronically, but does not meet the requirements for online security, the GDPR directive and other professional requirements to which you are subject as a tax advisor or lawyer.
There are many options for secure data exchange online. The real challenge is to find a solution that is both highly secure and integrates seamlessly with your workflows.
With the IURIO Collaboration Suite, you rely on software that meets all security criteria thanks to state-of-the-art technologies while optimizing data exchange and your workflows. Feel free to contact us for a demo appointment and a potential analysis to find out how IURIO can support your law firm.
Don't miss
our posts!
