The outside watch for your firm · Confidentiality rules

Show the reasonable steps your rules ask for

Law and accounting firms answer to their own professional rules on client confidentiality. Those rules ask for reasonable steps, and name no checklist. We give you a dated outside view of your firm, and put each finding in the terms your rules use.

Attackers now use AI to read a firm from outside the way a search engine does: the website, directories, search results and what AI assistants say. We read it first, and every finding is human-verified before your assessment is released.

Read-only, from outsideNothing tested or logged intoHuman-verified
What the rules askRead-only
Lawyers in Canada
Understand the risks of the technology you practise on, and take all reasonable steps to safeguard client confidential information
Lawyers in the US
Make reasonable efforts to prevent unauthorized access to client information
Tax preparers in the US
Keep a written information security plan
Any firm in Canada
Keep a record of every breach of your security safeguards
Human-verified before release. In the assessment, every finding carries its evidence. Read-only, from outside.
01 · What we check

What the rules ask, and what the outside view can show.

01
Reasonable steps, not a checklist

Law society and bar conduct rules name no specific control. They ask what a reasonable firm would do, so the question is what you can show, not whether you broke a rule.

02
In the terms your rules use

The Rules and Insurance Briefing names the rules that apply to a firm like yours in your country, such as your law society or state bar conduct rules, your CPA body’s rules of professional conduct and, for US tax preparers, the FTC Safeguards Rule, and sets each finding beside them.

03
A dated record

The Assessment Record dates what was open from outside on the day. It is a record you can show when a client, an insurer or your regulator asks.

04
Evidence toward the duty

An outside reading puts dated evidence behind your confidentiality duty. It is evidence toward the duty, never proof of it, because much of the duty sits inside your firm.

02 · What we read

Attackers read businesses with AI. LeakTrace reads them first. Every finding carries its evidence.

Your public surfaces
The same outside view as every assessment: mail records, look-alike domains, shared addresses in monitored breach databases, website software and sign-in pages.
The rules
Quoted from the rule text itself. Where a rule says “should”, so do we.
What it cannot see
Your files, your devices or how your staff handle client information. We log into nothing and test nothing.
03 · What we never say

Your regulator decides. You decide with the facts.

We do not tell you that your firm meets its rules, or that a finding breaks them. Your regulator and your counsel decide those. What we give you is the outside view, dated, and the steps to change it.

How we are different

A different job from the people you already work with.

Your IT provider

Excellent at running your systems. We read what the outside world sees and give you the exact fix for each finding, with the check that proves it. Different job, and independent: we are paid by no one who sells the fixes.

A penetration test

Tries to break in and needs access. We are not a pen test: nothing attacked, nothing installed, no access given. We read only what is already public, from outside, and log into nothing.

Your insurer's scan

It can feed your premium and eligibility, and we do not see it. We show you what anyone can see of your firm from outside first, in plain words, so you walk into renewal knowing your own answers.

On a paid assessment, our AI agents work your firm from outside, stage by stage:

  • the Discover AI agent reads what your firm shows the public internet with fixed checks
  • the Close AI agent gives you each fix and re-checks it from outside
  • on monitoring fixed checks re-check every hour and every day

Every paid assessment is human-verified before release. After you buy, AI chooses follow-up checks, picks when to re-check from outside, and sorts new changes by which needs you first.

No AI agent can state a finding without a fixed outside check behind it.

The assessment comes with an AI security agent on your dashboard: ask it about any finding in plain English and it answers from your own firm's findings.

Our AI agents work from outside only. They never log in, never install anything, and never touch your internal systems.

The one change they can make, to your email records, happens only when you approve it.

What each AI agent does, and what it can never do.

For your firm

See what your firm shows from outside, dated, in the terms your rules use.

The External Exposure Check: your outside reading, the openings a stranger can see on your firm today, with the proof for the lead finding. Read-only, from outside.

Check my firm