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Data Access, Control, and Virtual Legal Assistants: Navigating the Digital Minefield

In an era where digital transformation has touched even the traditional bastions of law, the use of virtual assistants (VAs) by lawyers has seen a significant rise. VAs, real individuals working remotely, present both opportunities and challenges in the realm of data access and control.


  1. Data Management: With VAs often working for parent companies that offer VA services, a key concern arises: Where and how is client data managed? Is the information stored on servers overseas, and who else in the VA's parent company might have access to this data?

  2. Security Protocols: Given the sensitive nature of legal data, what cybersecurity measures are in place? Are these measures stringent enough to prevent potential breaches not just from external threats, but also from internal vulnerabilities?

  3. Client Awareness and Consent: Should clients be informed about their data potentially being handled by a VA? While some may argue that a VA is just an extension of a lawyer’s team and thus clients need not be informed, client stipulations and preferences can dictate otherwise.

  4. Geographical Data Restrictions: Certain clients, for instance, health insurance companies, might have strict data access boundaries, like systems being accessed only within the U.S. The international nature of VA services can inadvertently cause these boundaries to be breached, especially if the exact location of a VA isn't transparent.


  • Engage in Transparent Dialogue with VA Providers: It's imperative for lawyers to have explicit communication with their VA service providers regarding all aspects of data access, storage, and security. They should understand the geographic locations of servers, the employees who might have access, and the security mechanisms in place.

  • Client Communication is Key: To maintain trust and transparency, lawyers should consider informing clients about their use of VAs. For clients with particular data restrictions, this communication becomes essential. Explicit consent in such cases might be necessary.

  • Prioritize Security: Beyond just understanding the security measures employed by VA providers, lawyers should actively ensure robust security on their end too. This includes encryption, two-factor authentication, secure VPN access, and periodic security audits.

  • Be Wary of Geographical Limitations: If specific data access boundaries are in place, lawyers must either ensure their VAs operate within these boundaries or implement systems that restrict data access based on location.

In sum, while the benefits of using virtual assistants in the legal realm are manifold, the associated data access and control concerns require careful navigation. By actively addressing these concerns and maintaining transparency with both VA providers and clients, lawyers can harness the advantages of VAs without compromising on the trust and integrity that underpin the legal profession.

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