Reasonable efforts, made automatic.
ABA Formal Opinion 477R says a lawyer must make reasonable efforts to protect client information, and stronger efforts for sensitive matters. In a five-lawyer firm nobody has time to decide that message by message. PXCMail decides it by policy: privileged and sensitive mail is TLS-required or locked, settlement and trust-account instructions always go with a code, and every matter can be placed on hold.
| Participants | Alvarez, opposing counsel, 3 custodians |
| Range | Mar 1 – Jun 30 |
| Items on hold | 1,318 · integrity ✓ |
| Privilege tag | 31 messages |
| Export | EML + manifest |
Overview
Privilege markers
“Privileged & Confidential”, matter numbers and client names in your policy trigger TLS-required or locked delivery; opposing counsel and courts receive normal, encrypted-in-transit mail.
Trust account and settlement funds
IOLTA and settlement wire instructions always go locked with a verify-by-phone notice; inbound “updated instructions” get the red banner.
Litigation hold by matter
Place a matter or custodian on hold in one click; nothing under hold can be deleted. Export in formats e-discovery vendors accept.
Moments that matter
- Paralegal emails a draft settlement agreement to the client — locked delivery, opened with a code, reply encrypted.
- “Opposing counsel” asks you to wire the settlement to a new account — banner: domain mismatch, verify by phone.
- Malpractice carrier renewal questionnaire — encryption, MFA and archive answers with evidence.
- Preservation letter arrives — legal hold in a minute, documented.
Works beside
Clio, PracticePanther, MyCase, Smokeball, CosmoLex, NetDocuments, iManage for small firms. PXCMail is email.
Pricing
Gateway + archive & legal hold $9 per seat; Hosted $12/$18. Firm minimum $49.