Keep client information governed when attorneys leave
Protect client information, maintain continuity, and reduce the burden of retaining departed-user accounts. Cloudficient helps firms keep important data under control as attorneys, clients, and systems change.
Keep control as attorneys move on
Protect client information
Preserve the departing attorney’s account before access changes and keep client and matter information under firm control.
Limit access to authorized reviewers while the firm determines what belongs to active matters, what must transfer, and what should remain.
Record the steps taken so the handling of each population can be explained later.
Maintain client and matter continuity
Keep required client and matter information available to successor attorneys and authorized teams without leaving the departing attorney’s entire account open.
Search and validate the selected population, transfer approved information through the firm’s process, and confirm receipt.
Active work can continue while the firm maintains control of the remaining account data.
Apply the approved outcome
Review each population against client instructions, matter status, legal holds, retention requirements, confidentiality duties, professional obligations, and firm policy.
Authorized reviewers determine what remains with the firm, what transfers to a client or successor counsel, what must remain preserved, and what may proceed to disposition.
Record the decision and approval before information is transferred or disposed of.
Complete approved account cleanup
Confirm approved transfers before any source information is removed.
Preserve information still subject to client, matter, legal hold, retention, confidentiality, or professional requirements, and allow only eligible information to proceed to disposition.
Record the confirmation, approval, and disposition so the account can close without retaining the entire departed-user population indefinitely.
How Cloudficient supports your priorities
Preserve a departing attorney’s data before the account is closed. Identify client and matter information that should remain with the firm, validate it, and move approved content into the appropriate governed system.
Keep legal, client, and governance obligations intact as systems, platforms, and personnel change, without requiring the original environment to remain in place.
Apply firm-approved retention rules to preserved information, keep data subject to legal hold or another continuing requirement, and move eligible content through a governed disposition process.
Keep departing-attorney data preserved under legal hold when required, even after the source account closes, so preservation does not depend on keeping that account active.
Separate account closure from client review
Cloudficient helps firms preserve departing-attorney data before routine account disposition, so IT can close the account on schedule while authorized reviewers complete the governance review.
- Preserve | Retain the data in Expireon, independent of the live Microsoft 365 account.
- Identify | Find potentially relevant client and matter information.
- Validate | Confirm what moves, what stays under a separate requirement, and what proceeds toward disposition.
- Transfer | Move validated content into iManage or another governed system.
Plan for the next attorney departure
Attorney departures are routine, recurring, and predictable. See how Cloudficient gives your firm a process built for them.