Client confidentiality / privilege
All tracks — Protection of privileged and confidential client information — Secure print release, device authentication, access logging
Legal & Professional Services
Print and Workflow for Legal, Accounting, Consulting, and AE Firms.
Professional services firms share one document reality: the work product is the deliverable, the client's information is privileged or confidential, and someone has to bill the cost back to the right matter. DEX Imaging builds print and workflow around that, with secure document handling, chain-of-custody controls, and cost-recovery that ties every click to a client or matter. Law firms, accounting firms, consultancies, and AE firms each get a track built for how they actually work.
The standards your industry runs on.
- Client confidentiality
- ABA Model Rules
- SOC 2
The compliance and confidentiality stack
This vertical is governed less by a single federal statute than by professional duties of confidentiality and, for the accounting and consulting tracks, by client security expectations.
ABA Model Rules (Rule 1.6)
Law firms — Duty to safeguard client information — Chain-of-custody controls, audit trails, secure capture
SOC 2
Accounting and consulting — Security, availability, and confidentiality of client data — Programs built to support SOC 2 control expectations — DEX programs are built to support these confidentiality and security expectations.
Two-track build
Law firms
e-Discovery print and chain-of-custody so litigation documents are produced and tracked defensibly; secure print for confidential filings; matter-level cost recovery.
Accounting firms
Audit-trail and working-paper workflow that captures, indexes, and retains workpapers with access controls during busy season and beyond.
Management consulting
Client-deliverable and proposal production, from bound reports to high-volume pitch decks, with brand-consistent output and confidential handling.
Architecture and engineering firms
Drawing and spec workflow with wide-format plotting for plan sets, paired with MFP capture for the back office.
e-Discovery and chain of custody
When documents are produced in litigation, defensibility depends on a clean chain of custody. DEX configures capture, print, and tracking so a production set is logged, attributable, and reproducible, not assembled ad hoc on a shared device.
Audit trail and working papers
Audit and tax work runs on workpapers that must be captured, organized, and retained. DEX implements document workflow that indexes working papers, enforces access controls, and preserves the audit trail through retention.
Professional services firms also recover document costs against client matters, so DEX implements cost-recovery and follow-me print that captures every print, copy, and scan to the right client or matter code, supporting both accurate client billing and
the firm's own cost discipline.
Across legal, accounting, and consulting, DEX brings the same document security, workflow, and cost control to every matter, backed by local factory-certified DEXperts and the four-hour emergency response of The DEX Declaration.
Frequently asked
Common questions.
How does DEX support client confidentiality in a law firm?
DEX builds programs around secure print release, device authentication, and access logging, with chain-of-custody controls so privileged documents are handled and tracked defensibly.
Can DEX do matter-level cost recovery?
Yes. DEX implements cost-recovery and follow-me print so every print, copy, and scan is captured to the right client or matter code for billing and cost control.
Does DEX support e-discovery document production?
Yes. DEX configures capture, print, and tracking so litigation production sets are logged, attributable, and reproducible with a clean chain of custody.
What does DEX offer accounting firms?
Audit-trail and working-paper workflow that captures, indexes, retains, and access-controls workpapers, plus secure high-volume print for busy season.
Can DEX handle architecture and engineering firms?
Yes. DEX provides wide-format plotting for drawings and plan sets alongside MFP capture for the back office, under one program.
Is DEX SOC 2 attested?
DEX builds accounting and consulting programs to support SOC 2 control expectations.
Can DEX produce client deliverables and proposals?
Yes. DEX supports client-deliverable and proposal production, from bound reports to high-volume pitch decks, with brand-consistent, confidential output.
Does DEX also handle IT for professional services firms?
Yes. DEX IT provides managed IT, cybersecurity, backup, and disaster recovery so the documents and the network are secured by one partner.