Security
Data Security Overview
Data Security Overview
Data Security Overview
Unified Law Group, PB LLC, a legal support company, and Outside CLO, PC, a U.S. law firm, collectively do business under the trade name Unified CLO (or “Unified”). For purposes of this Data Security Overview, “Unified,” “Unified CLO,” “we,” “our,” and “us” refer to Unified Law Group, PB LLC and Outside CLO, PC together, unless the context requires otherwise.
Unified Law Group, PB LLC, a legal support company, and Outside CLO, PC, a U.S. law firm, collectively do business under the trade name Unified CLO (or “Unified”). For purposes of this Data Security Overview, “Unified,” “Unified CLO,” “we,” “our,” and “us” refer to Unified Law Group, PB LLC and Outside CLO, PC together, unless the context requires otherwise.
Unified Law Group, PB LLC, a legal support company, and Outside CLO, PC, a U.S. law firm, collectively do business under the trade name Unified CLO (or “Unified”). For purposes of this Data Security Overview, “Unified,” “Unified CLO,” “we,” “our,” and “us” refer to Unified Law Group, PB LLC and Outside CLO, PC together, unless the context requires otherwise.
Unified provides fractional Chief Legal Office and fractional General Counsel services, often operating as an embedded part of our clients’ leadership and legal teams. We are committed to protecting the confidentiality, integrity, and availability of the information entrusted to us in those roles.
Unified provides fractional Chief Legal Office and fractional General Counsel services, often operating as an embedded part of our clients’ leadership and legal teams. We are committed to protecting the confidentiality, integrity, and availability of the information entrusted to us in those roles.
This overview summarizes the safeguards we use to protect client, firm, and business information. A more detailed version of our data security policy is available to clients upon request.
This overview summarizes the safeguards we use to protect client, firm, and business information. A more detailed version of our data security policy is available to clients upon request.
Last Updated: April 9, 2026
Version: 1.0
Version: 1.0
Applies to: Fractional Chief Legal Office services
What this page covers
How Unified supports clients in embedded and Unified-managed environments.
The core safeguards used to protect client, firm, and business information.
How data handling, vendors, monitoring, and incident response are approached.
How data handling, vendors, monitoring, and incident response are approached.
At a glance
Applies to Unified-managed systems and applicable workstreams.
Explains operating model, safeguards, vendor controls, and response practices.
Detailed security documentation may be available to clients on request.
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How we work with clients
How we work with clients
Our fractional Chief Legal Office model supports clients in two primary ways:
Our fractional Chief Legal Office model supports clients in two primary ways:
Operating model
Operating model
How security responsibilities are handled
How security responsibilities are handled
Embedded on client systems
Embedded on client systems
For many engagements, our fractional General Counsel and legal operations teams work primarily within the client’s own technology stack and follow the client’s security, privacy, and information governance requirements for those systems. In these matters, day-to-day access, storage, and transmission of data are governed by the client’s policies and technical controls, and we coordinate closely with client IT, security, and compliance stakeholders.
For many engagements, our fractional General Counsel and legal operations teams work primarily within the client’s own technology stack and follow the client’s security, privacy, and information governance requirements for those systems. In these matters, day-to-day access, storage, and transmission of data are governed by the client’s policies and technical controls, and we coordinate closely with client IT, security, and compliance stakeholders.
Operating from Unified’s secure virtual environment
Operating from Unified’s secure virtual environment
In other engagements, or for particular workstreams, we use our own virtual infrastructure and cloud-based tools to support matters, project management, and legal operations. In those cases, the security safeguards described on this page apply to the systems and data we manage.
In other engagements, or for particular workstreams, we use our own virtual infrastructure and cloud-based tools to support matters, project management, and legal operations. In those cases, the security safeguards described on this page apply to the systems and data we manage.
We work with each client to clarify which systems will be used for a given engagement and how our respective security responsibilities are allocated, typically through engagement terms, statements of work, or similar documentation.
We work with each client to clarify which systems will be used for a given engagement and how our respective security responsibilities are allocated, typically through engagement terms, statements of work, or similar documentation.
We work with each client to clarify which systems will be used for a given engagement and how our respective security responsibilities are allocated, typically through engagement terms, statements of work, or similar documentation.
Our approach
Our approach
We are a fully virtual organization and operate on centralized, cloud-based systems selected to support communication, document management, collaboration, and business operations. Using centralized platforms helps us apply consistent security controls across our team, matters, and workflows.
We are a fully virtual organization and operate on centralized, cloud-based systems selected to support communication, document management, collaboration, and business operations. Using centralized platforms helps us apply consistent security controls across our team, matters, and workflows.
Our security practices are designed to support our professional confidentiality obligations and to provide appropriate safeguards for the information we handle. We review and adjust our safeguards over time in response to changes in our systems, risks, and legal requirements.
Our security practices are designed to support our professional confidentiality obligations and to provide appropriate safeguards for the information we handle. We review and adjust our safeguards over time in response to changes in our systems, risks, and legal requirements.
Security safeguards
Security safeguards
We use layered security controls intended to reduce the risk of unauthorized access, disclosure, alteration, or destruction of information. These controls include:
We use layered security controls intended to reduce the risk of unauthorized access, disclosure, alteration, or destruction of information. These controls include:
• Role-based or need-to-know access limitations based on matter and job responsibilities.
• Authentication and authorization controls for internal systems and administrative access.
• Use of reputable cloud service providers that implement technical and physical safeguards for the environments in which our data is stored.
• Encryption for data at rest and in transit within those cloud platforms and systems where it is supported and enabled.
• Ongoing security awareness practices for personnel, including training related to phishing, device use, and incident reporting.s.
• Role-based or need-to-know access limitations based on matter and job responsibilities.
• Authentication and authorization controls for internal systems and administrative access.
• Use of reputable cloud service providers that implement technical and physical safeguards for the environments in which our data is stored.
• Encryption for data at rest and in transit within those cloud platforms and systems where it is supported and enabled.
• Ongoing security awareness practices for personnel, including training related to phishing, device use, and incident reporting.s.
Remote work and device security
Remote work and device security
We also maintain requirements for remote work and device security, such as the use of approved devices, basic device protection settings, restrictions on the use of unsecured networks without additional safeguards, and prompt reporting obligations for lost, stolen, or compromised devices.
Data handling and vendors
Data handling and vendors
Unified expects firm and client information that we control to be stored and handled within approved systems rather than unmanaged local or personal storage, except in limited authorized circumstances. We apply data minimization principles and limit access to the information reasonably necessary for the applicable work and our business and legal obligations.
Unified expects firm and client information that we control to be stored and handled within approved systems rather than unmanaged local or personal storage, except in limited authorized circumstances. We apply data minimization principles and limit access to the information reasonably necessary for the applicable work and our business and legal obligations.
When we use third-party service providers, cloud platforms, or legal technology tools to deliver our fractional Chief Legal Office and legal support services, we seek to use vendors that provide security and confidentiality commitments appropriate for the services they perform. Where appropriate, we use contractual protections such as confidentiality terms, data processing terms, or other applicable safeguards.
When we use third-party service providers, cloud platforms, or legal technology tools to deliver our fractional Chief Legal Office and legal support services, we seek to use vendors that provide security and confidentiality commitments appropriate for the services they perform. Where appropriate, we use contractual protections such as confidentiality terms, data processing terms, or other applicable safeguards.
Monitoring and response
Monitoring and response
We use monitoring, review, and administrative processes designed to help identify unusual activity, support compliance with our internal requirements, and improve our security posture over time.
We use monitoring, review, and administrative processes designed to help identify unusual activity, support compliance with our internal requirements, and improve our security posture over time.
We also maintain processes for reporting, investigating, containing, and remediating suspected or confirmed security incidents. If a security incident occurs, Unified will take steps appropriate to the nature of the issue, which may include mitigation, investigation, remediation, and any notifications required by law, contract, or professional obligation.
We also maintain processes for reporting, investigating, containing, and remediating suspected or confirmed security incidents. If a security incident occurs, Unified will take steps appropriate to the nature of the issue, which may include mitigation, investigation, remediation, and any notifications required by law, contract, or professional obligation.
Request the full policy
Request the full policy
This page is intended as a summary overview and does not describe every aspect of our internal security program. A more detailed version of our data security policy and related documentation may be made available to clients upon request, as appropriate.
This page is intended as a summary overview and does not describe every aspect of our internal security program. A more detailed version of our data security policy and related documentation may be made available to clients upon request, as appropriate.
Contact
Contact
If you have questions about this Data Security Overview, our fractional Chief Legal Office model, or would like to request a copy of our detailed data security policy, please contact us at info@unified.law.
If you have questions about this Data Security Overview, our fractional Chief Legal Office model, or would like to request a copy of our detailed data security policy, please contact us at info@unified.law.
At a glance
Remote-first, technology-enabled delivery model with supervised teams.
Remote-first, technology-enabled delivery model with supervised teams.
Use of third parties and AI tools under confidentiality and oversight.
Use of third parties and AI tools under confidentiality and oversight.
Approved systems and vendor due diligence support information protection.
Approved systems and vendor due diligence support information protection.
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Your Fractional
Chief Legal Office
© 2026 Unified Law Group, PB LLC
Your Fractional
Chief Legal Office
© 2026 Unified Law Group, PB LLC
Legal Hub
Your Fractional
Chief Legal Office
© 2026 Unified Law Group, PB LLC
Legal Hub