Episode 5 – Security for Expert Witnesses: How to Receive, Store, and Review Case Files Safely

Episode 5 - Security for Expert Witnesses: How to Receive, Store, and Review Case Files Safely
Expert Witness Playbook
Episode 5 - Security for Expert Witnesses: How to Receive, Store, and Review Case Files Safely
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Episode 5 guides listeners through the essential processes for protecting client data and supporting a professional expert witness practice. Chris Woodruff and Brian Woodruff, MD, explain how experts in technology, engineering, business, medicine, and other fields can create secure systems for handling case materials from initial receipt through final review.

The conversation begins with how to receive documents via encrypted channels and verify that transfers are handled with attention to confidentiality. It then introduces the principles of secure storage, including the 3-2-1 rule, which keeps data available while reducing the risk of losing or damaging critical information. The episode also outlines how experts should review records in safe environments, how to choose the right tools, and how to use password managers to strengthen personal security. The discussion closes with guidance on maintaining secure devices and avoiding common risks.

Listeners will hear how intentional workflows protect confidentiality, preserve credibility, and support reliable work across every expert witness discipline.

Key Topics Covered:

  • Secure and encrypted methods for receiving documents
  • How to apply the 3 2 1 storage strategy for case files
  • Tools for reviewing sensitive information in controlled environments
  • Password managers and computer security fundamentals
  • How security practices contribute to your reputation as an expert

What You Will Gain:

  • A practical understanding of secure workflows that build trust with attorneys
  • Knowledge of tools that support safe file handling
  • Steps you can begin using immediately to protect your expert witness practice

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