Use cases

Information security for law firms and notaries

Organising security work around confidential case files

Law firms and notaries process confidential information and documents. Digital case files, external collaboration and new AI applications raise questions about how this information is handled.

Sardona helps you manage requirements, risks and measures centrally and follow up on their implementation in everyday work. The focus is on security organisation, not on the professional management of your mandates or case files.

Taking confidentiality into account in everyday work

Case files are created, edited, exchanged and archived. Different applications and service providers are used in the process.

A traceable security organisation links these workflows with clear responsibilities and rules. Sardona creates a shared basis for this for the management of the firm or notary’s office, internal responsible staff and IT partners.

How Sardona supports your organisation

Recording rules for handling information

Manage policies for the use of applications and the handling of confidential information. Versioning and approvals make it clear which requirements apply.

Tracking risks and measures

Assess risks relating to your case files, applications and workflows. Define suitable measures and keep owners, deadlines and status information together.

Documenting data processing

Keep a record of your processing activities. Document purposes, data categories, recipients and retention periods. You can also handle requests from data subjects and data breaches traceably.

Assessing the use of AI

Capture and assess AI applications and their providers. Record the conditions under which an application may be used and the safeguards required.

This lets you translate your professional decisions on handling case file content into rules and tasks.

Including IT service providers and other providers

Collect information and evidence on security-relevant providers. Document assessments and follow up on open questions or necessary improvements.

Being prepared for disruptions

Prepare how key processes can continue if case file management, communication or other central applications fail. Record dependencies and recovery strategies and test your approach in a crisis exercise.

An overview for the responsible people

With central overviews and reports, you can discuss the status of security work: Which risks are known? Which measures are under way? Where is a decision needed?

Working with your existing IT partners

Sardona is developed and operated by Burri Consulting. You can use the platform with your own responsible staff or existing partners. Consulting, implementation support and CISO as a Service can be agreed separately if required.

Consulting and implementation support →

Swiss application and AI infrastructure

Sardona’s application and portal servers are operated in Switzerland. Regional deployments in Switzerland are set up for the AI functions.

Security and data protection →

Get to know Sardona for your law firm or notary’s office

We show you how to organise security work around your information, applications and service providers with Sardona.

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