Compliance Automated for Lawyers

Only ComplyAuto Esquire offers all of the tools you need to keep your law firm and client information secure while fulfilling all ABA and state bar ethical guidelines. All wrapped up into one simple platform!

Protect your clients. Protect your license.

The only “all-in-one” data privacy & cybersecurity compliance automation platform for lawyers

Metadata Wiping

  • The ABA and most states have ethical rules stipulating that you must remove metadata, which are hidden details and information about a document’s history and properties, before e-filing or sharing them with opposing counsel.
  • With ComplyAuto Esquire, effortlessly cleanse metadata in accordance with ethical guidelines at the click of a button.

End-to-End Encrypted Messaging & File Transfers

  • “If client information is of sufficient sensitivity, a lawyer should encrypt the transmission and determine how to do so to sufficiently protect it” – ABA Formal Opinion 477R.
  • Simplified encrypted messaging for lawyers. Instantly send and receive encrypted files without the need for logins, passwords, or accounts. Seamlessly compatible with standard email and texting. Learn more »

Wi-Fi Security & Policy Management

  • Numerous ABA and state bar opinions state that lawyers should avoid using public Wi-Fi and unencrypted networks when accessing or sending confidential information. However, this is difficult to enforce in a remote work environment or when lawyers have various mobile devices that they use for work. 
  • This is why ComplyAuto Esquire allows you to easily create device rules that prevent your lawyers from connecting to these networks. Block unencrypted networks, public Wi-Fi, or safelist a select group of networks.

Endpoint Detection & Response

  • It’s probably no surprise that the ABA and other state bars require that lawyers protect all of their devices from malware and other cybersecurity threats, but traditional antivirus software is no longer sufficient to protect against today’s sophisticated attacks. 
  • ComplyAuto Esquire includes advanced endpoint detection & response (EDR) that automatically detects and prevents incidents and is managed by a 24/7/365 security operations center (SOC).

Data Leak/Loss Prevention

Enforce the use of encryption across your law firm with real-time monitoring for data sharing violations. ComplyAuto Esquire not only flags regulatory violations, including those related to HIPAA, GLBA, and PCI standards, but also detects suspicious activities like mass data downloads or deletions.

Email Security

Get peace of mind with automatic phishing detection and quarantining of malicious attachments.

Device & Configuration Scanning

Continuously scan devices to pinpoint vulnerabilities such as absent passwords, inactive automatic locking, prolonged screen timeouts, disabled firewalls, and unencrypted hard drives. Address these concerns with a single click.

Multi-factor Authentication

Another ABA “top ten” for cybersecurity is implementing multi-factor authentication across any devices and systems used to access client information. MFA prevents over 99% of unauthorized account compromises and can help in the event a device is lost or stolen. The ABA and multiple state bar ethics opinions recommend that lawyers use multi-factor authentication, particularly in a virtual or remote work environment.

Your Trusted Compliance Partner

9000+ BUSINESSES NATIONWIDE

We pride ourselves on streamlining compliance processes for our esteemed clients in a variety of industries.

PRICING

$99 /mo

End-to-end encryption for messaging. Stop soliciting sensitive customer data via text & email.

We want to enroll our employees in preventative training to prevent BAR citations and fines.

We received a citation or disciplinary action and need to take remedial training.

Mock OSHA Assessment

FEATURES:

  • On-demand eight-hour assessment that imitates a real OSHA audit.
  • Conducted by an EHS Pro with OSHA-10 or OSHA-30 certification and 5+ years of experience. 
  • Simulated employee interviews
  • Issue tracking and task management
  • Detailed assessment reports after the assessment with images, videos, and recommended steps for remediation.

    Privacy & Cyber Compliance Suite

    FEATURES:

    • Custom legal policies with real-time updates, including the Information Security Program (ISP)
    • Customized Incident Response Plan (IRP)
    • Internal risk assessment tools and hands-on guidance
    • Biannual penetration testing (2) 
    • Biannual vulnerability scans (2)
    • Employee security awareness training and completion tracking
    • Extensive vendor management library – hundreds of vendor-completed GLBA contracts & risk assessments
    • Device & systems inventory automation and mapping tools
    • Unlimited industry-specific internal phishing simulations to train staff
    • Complete 50-state privacy compliance required by your state (CA, CO, CT, DE, IA, IN, MT, OR, TN, TX, UT, VA)
    • Website cookie consent banners and unique consumer privacy request portals
    • Annual report to the Board of Directors generated every year
    • Compliance Guarantee

      CPR/AED Certification

      FEATURES:

      • Instruction provided by Certified American Red Cross Instructors.
      • Practical, hands-on training sessions to practice CPR and AED techniques
      • Proper automated external defibrillator (AEDs) instruction and operation
      • American Red Cross exam and certification
      • Access to study materials, manuals, and resources for continued education and reference.
      • Available for organizations and groups, allowing for tailored training sessions.

      HR Fundamentals

      FEATURES:

      • Customized policy builder with real-time updates
      • E-sign functionality for required employee policies 
      • Online HR training with employee completion tracking
      • State-specific policies and training
      • Employee management tool
      • Training and policies include Workplace Violence, Active Shooter, IT and Electronic Device Use, Biometric Data Privacy, Sexual Harassment, and more 
      • HR Fundamentals access is included with any other ComplyAuto product

        Encrypted Messaging

        FEATURES:

        • Encrypt SMS text and email messaging among staff, clients, and customers when sending and receiving files
        • Track usage and detect violations in real-time
        • Advanced security features include auto-deletion of files, Multi-Factor Authentication protection, IP safelisting, and domain blocklisting
        • Supports compliance with various state and federal regulations and recognized industry standards: GLBA, HIPAA, SOC 2, ISO 27001, NIST, CIS Controls, SEC

          Safety Compliance Suite

          FEATURES:

          • Concierge on-site onboarding 
          • On-demand safety walkthroughs conducted by experienced EHS Pros at various intervals – once, twice, or four times per year
          • Comprehensive Online Training Library and employee progress tracking
          • Automated 50-State Legal Injury & Illness Reporting
          • Policy Builders with Automatic Updates
          • Simplified SDS Creation and Management
          • Guided risk mitigation
          • Signage builder & tracking
          • Efficient equipment inspections with QR Codes
          • Tier 1 Spill Prevention Control and Countermeasure Plan 
          • Automated Tier 2 environmental reporting for all 50 states 
          • Unlimited one-on-one support from our dedicated team
          • Workplace Violence and Active Shooter Policy and Training
          • Unlimited one-on-one support from our dedicated team
          • Automated Tier II environmental reporting for all 50 states.

            EduTech Course 3

            Program to Fulfill AG Disciplinary Order - $299/student

            The California AG routinely penalizes facilities that violate these laws and requires them to perform specific remedies while on probation. One of these remedies requires the ARD to take a course that outlines the laws and regulations of the Automotive Repair Act. This program fulfills the requirement.

            FEATURES:  

            • Comprehensive online course about the Automotive Repair Act

            • Access to training materials anytime (24/7/365)

            • Comprehensive companion manual to the training material

            • Quizzes and final exam to track engagement and learning ability

            • Certificate generated upon completion

            EduTech Course 2

            Remedial Training and Attorney General Disciplinary Order - $299/student

            The Bureau of Automotive Repair (BAR) has allowed violating automotive repair dealers to take a remedial training program in lieu of having their information posted on a public website. Additionally, automotive repair dealers are required to take a training course as part of the California Attorney General’s disciplinary order. 

            This course fulfills both of these requirements.

            Created by California attorneys with over 35 years of combined experience in the automotive repair industry, this course is the only course on the market that is taught by instructors who are certified by the BAR.

            FEATURES:

            • Comprehensive online course about the Automotive Repair Act
            • Instruction by providers certified by the BAR
            • Access to training materials anytime (24/7/365)
            • Comprehensive manual that is a companion to the course
            • Quizzes and final exam to track student engagement and information retention
            • Certificate generated upon completion
            • Automated notification to the Bureau of Automotive Repair, if applicable

             

            EduTech Course 1

            Automotive Repair Act Certification Training - $49/month per rooftop

            With new regulations giving the Bureau of Automotive Repair (BAR) more authority to find violations and enforce citations upon repair facilities, it is now more important than ever to make sure your staff is knowledgeable about the Automotive Repair Act. Protect your repair facility from BAR scrutiny by enrolling into EduTech’s Automotive Repair Act Certification Training. This is the only training in California that is approved by BAR. 

            “Evidence of voluntary participation in retraining [of]…employees” as a mitigating factor. – Guidelines for Disciplinary Orders and Terms of Probation, BAR

            BAR has allowed retraining to be a “factor in mitigation” when investigating a repair facility. Therefore, as a preventative measure, it is strongly recommended that all technicians and service writers enroll into this course to show the BAR that you acknowledge and understand these rules before any investigation ever occurs. 

            All students enrolled in this product will be eligible for our “EduTech Guarantee” which financially protects repair facilities from enforcement by the Bureau of Automotive Repair. For more information, please visit our Terms of Service.

            FEATURES:

            • Online training course about the Automotive Repair Act
            • Only training course that is approved by BAR
            • Access to training materials anytime (24/7/365)
            • Quizzes and final exam to track student engagement and information retention
            • Certificate generated upon completion

            BENEFITS:

            • Lower risk of BAR scrutiny by standardizing correct practices
            • Increased customer satisfaction
            • Establishes good faith efforts and may avoid BAR citation and fine
            • Professional development for service writers and technicians
            • Eligibility for the EduTech Guarantee

            Students enrolled in this product will also have complimentary access to HR training materials and policy builders. Topics include:

            • Sexual harassment (supervisory and non-supervisory)
            • Active shooter
            • Workplace violence
            • Social media use
            • Biometric data (timekeeper or key lockbox)

            F&I Compliance Suite

              • Precise Deal Jacket Audits to identify and address real-world F&I compliance issues accurately.
              • Focused Compliance on specific F&I compliance concerns such as Fair Lending Compliance Solutions, California Litigation, Vehicle Safety Recalls, Used Vehicle History, FTC Buyers Guide & Federal Warranty Disclosures, 
              • Automated EZ Cash Reporting & Anti-Money Laundering with IRS Reporting 
              • Spot Delivery & Unwind Management
              • Real-Time Issue Identification Quickly detect compliance gaps and issues, enabling swift corrective action and risk mitigation.
              • Online F&I Compliance Training 
              • Compliance Guarantee

                Device & Email Security

                FEATURES:

                The combined features create a dynamic defense system that adapts to evolving cybersecurity threats and secures the organization's digital ecosystem.

                • Continuous threat detection and response powered by Coro:
                  • EDR (Endpoint Detection and Response) 
                  • MDR (Managed Detection and Response) 
                  • 24/7 Security Operations Center team
                  • Swift response and alert to potential security breaches
                • Enhanced authentication and access control via Multi-factor Authentication (MFA) powered by Duo Security™
                • Advanced email security to shield e-threats such as phishing, malware, spam, and scams – integrates with Google Workspace & Microsoft Office 365.
                • Data governance and Data Loss Prevention (DLP)  detect and manage employee data-sharing practices. 
                • Device-level encryption for Windows and macOS
                • Public & unencrypted wifi blocking
                • Next-gen antivirus
                • Automated password policy and session locking enforcement