Client ID spread across matter files and inboxes? We'll help your firm keep it secure.
- ID is saved in matter
- Clients email ID to individual
- Archived matters still hold ID
- Assistants and paralegals have
In a law firm, client ID is attached to matters, emails, file notes and archives that may be kept for years. Lawyers, assistants and paralegals often need different levels of access, and email is a target for fraud on trust payments. We help your firm find where client ID sits, restrict access by role, and protect the email accounts behind it.
- Same-day or next-day, where available
- Onsite across Perth, or remote
- No lock-in contract
- Business and home IT
Where ID ends up in a law firm
- ID is saved in matter folders that the whole firm can open
- Clients email ID to individual lawyers
- Archived matters still hold ID years later
- Assistants and paralegals have the same access as everyone else
- Email requests about trust payments arrive regularly
Worried an email account may already be compromised? See Business email compromise response.
How we help law firms
Map how ID moves through a matter
Intake, file notes, emails and archiving.
Restrict access by role
ID records limited to the people working on the matter or handling intake.
Harden email accounts
Multi-factor authentication and checks for hidden forwarding rules.
Set up secure collection
A safer way for clients to send ID than email.
Agree a payment check
A simple process for confirming any change to payment details by phone.
Tidy archived matters
Old records securely deleted when you confirm they can go.
What this service doesn't cover Legal or AML/CTF advice. Your firm decides its obligations; we help with the IT and data security side.
From brief to done, in three steps
Tell us what needs to change
Book online or call. Tell us how many people and mailboxes are involved, and what you want to achieve.
We confirm the plan and scope
Before work starts, we confirm what's included, the order of work and any interruption to email.
We complete the work
Onsite or remotely, scheduled to keep disruption to your business low.
What you get
- Client ID found across matters, inboxes and archives
- Access set by role
- Email accounts hardened against takeover
- A simple payment-change check for your team
We're not AML/CTF compliance advisers. We help with the IT and data security side of handling client ID. For what your obligations are, check AUSTRAC's guidance or speak with your compliance adviser.
Why Perth businesses call PCE
No lock-in
Book a technician when you need one. No ongoing managed-services contract required.
Onsite or remote
We choose the route that gets you working again, and come onsite when it's needed.
Plain-English notes after every job
You'll know what was wrong, what we changed and what to watch for.
Scope confirmed before we start
You'll know what's included and when the work happens before anything changes.
Law firm AML data security answered
Does this work with our document management system?+
We work around the systems you use and check how ID is stored and shared in them.
Can access differ between lawyers and support staff?+
Yes. We set up access by role, so people only see what they need.
Is this AML compliance?+
No. We help secure client ID records. For your obligations, check AUSTRAC's guidance or your compliance adviser.
Where should a firm start?+
With a client ID data health check and MFA on every email account.
We cover most of Perth
Onsite across most of the Perth metro area, and remote help anywhere in Perth.
- Onsite across most of the Perth metro area
- Remote help anywhere in Perth
Keep your firm's client ID secure
Book an experienced technician online, or tell us what's happening and we'll recommend the right next step.
Call 08 6559 6485
Phones and technicians: Monday to Friday, 8am to 4pm