Data Breach Assessment

Generate leads for the firm by providing customers with a tool to report their potential data breach which escalates to a lawyer for a full severity analysis.

app-studio
app-studio

Data Breach Assessment

Generate leads for the firm by providing customers with a tool to report their potential data breach which escalates to a lawyer for a full severity analysis.

Key Features

  • Allows retainer clients to access the Advanced portion of the App but restricts unsigned clients from receiving the full App without payment.
  • Notifies lawyers when a potential client completes an Assessment.
  • Empowers retainer clients to do a self-assessment.

Benefits

  • Lead-generation: gain customers effortlessly through the self-serve tool by providing an exceptional customer experience and allowing them to partially self-assess the severity of their data breach.
  • Eliminate assessment errors: the automation of determining the severity of the data breach and the necessary remediation steps gives lawyers confidence in their recommendation.
  • Centralize client data: Leave clunky spreadsheets and local files behind. A complete audit trail of all actions and information is safely secured in your company’s database.
  • Reduce the need for back and forth information collection: Lawyers’ time is not well spent in collecting information. Save time chasing details from clients who may not have the available details on hand and let them enter details through an intuitive 24/7 cloud-hosted form.

See It Live

Access Template
Request Demo  

Key Features

  • Allows retainer clients to access the Advanced portion of the App but restricts unsigned clients from receiving the full App without payment.
  • Notifies lawyers when a potential client completes an Assessment.
  • Empowers retainer clients to do a self-assessment.

Benefits

  • Lead-generation: gain customers effortlessly through the self-serve tool by providing an exceptional customer experience and allowing them to partially self-assess the severity of their data breach.
  • Eliminate assessment errors: the automation of determining the severity of the data breach and the necessary remediation steps gives lawyers confidence in their recommendation.
  • Centralize client data: Leave clunky spreadsheets and local files behind. A complete audit trail of all actions and information is safely secured in your company’s database.
  • Reduce the need for back and forth information collection: Lawyers’ time is not well spent in collecting information. Save time chasing details from clients who may not have the available details on hand and let them enter details through an intuitive 24/7 cloud-hosted form.

See It Live

Access Template
Request Demo  

How Does Checkbox Automate This?

1. Allow clients to complete assessments via a dynamic smart questionnaire

Allow clients to provide information via a dynamic smart questionnaire to report incidents or data breaches. Harness on-screen tips and guidance to create a seamless end-user experience.

2. Notify lawyers upon submission

Lawyers receive email notifications upon a potential client submitting their details with the associated level of risk and security. Escalate high-risk incidents to provide a superior customer experience.

3. Automatically generate bespoke reports and outcomes for lawyers

Automatically populate and generate relevant reports and remediation plans based on collected information as well as decision-logic, calculations, and derived outcomes. This gives lawyers confidence in their advice and prepares the necessary documents to engage with clients.

4. Track all assessments using a centralized dashboard

Centrally track and manage all data breach assessments. View their status in real-time and visualize data to enhance visibility.

How Does Checkbox Automate This?

1. Allow clients to complete assessments via a dynamic smart questionnaire

Allow clients to provide information via a dynamic smart questionnaire to report incidents or data breaches. Harness on-screen tips and guidance to create a seamless end-user experience.

2. Notify lawyers upon submission

Lawyers receive email notifications upon a potential client submitting their details with the associated level of risk and security. Escalate high-risk incidents to provide a superior customer experience.

3. Automatically generate bespoke reports and outcomes for lawyers

Automatically populate and generate relevant reports and remediation plans based on collected information as well as decision-logic, calculations, and derived outcomes. This gives lawyers confidence in their advice and prepares the necessary documents to engage with clients.

4. Track all assessments using a centralized dashboard

Centrally track and manage all data breach assessments. View their status in real-time and visualize data to enhance visibility.

See It Live

Access our App Template or request a free personalised demo

Access Template
Request Demo  

See It Live

Access our App Template or request a free personalised demo

Access Template
Request Demo  
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Checkbox is an award-winning no code platform which allows users to build their own business apps for process automation. Apps are built using Checkbox’s intuitive drag and drop interface, which requires no technical knowledge. This empowers users to create and deploy solutions in hours, not months, without writing a single line of code.

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