Backed up every night, closed by default
Compass by WattReach encrypts a backup of every record and document each night, can back up your firm's Google Drive as a paid add-on, and shows each person only what their role allows.
Backups: the Drive backup up to date, the files and versions kept, and the weekly read-back passed.
What protects your files
Every night Compass makes an encrypted backup of every record and every uploaded document, and keeps 90 days of them. Inside the firm, nobody sees anything their role does not allow, and nobody signs in with a password. A client's file can be limited to chosen groups of your people, and every open of a file is recorded.
What you get
Encrypted nightly backups.
Each backup file is locked with its own AES-256 key, and the key that opens them is kept apart from both the backups and the code. Ninety days of nightly backups are kept.
Google Drive backup, a paid add-on.
For firms on Google Workspace, Compass can back up every person's Drive and every shared drive, checking for changes every five minutes. Old versions are kept from 90 days up to ten years, each firm has its own key, even file names are encrypted, and no copy can be deleted for 35 days. Browse, download and restore from Compass, with every access logged.
Deny by default.
Twelve roles built from thirty permissions. Every page, change and export is checked against the person's role, once in the app and again on the server behind it. A colleague who signs in for the first time gets only the narrow starting role your firm chooses.
Files limited to security groups.
An administrator can limit a client's file to one or more security groups, named groups of your firm's people, and only the people in them can open it. For everyone else, Compass leaves the file out of lists, search, the calendar, notices, reports and downloads, which is how a firm screens a lawyer with a conflict.
No passwords, and two-factor sign-in.
People sign in with a link sent to their work email, behind a bot check, or with a passkey that uses their phone's or computer's own lock. Each person can turn on two-factor sign-in from their profile, with an authenticator app or their passkey, and ten recovery codes.
A record of every open and every change.
Every open of a client's file is written down, who and when, before anything shows, and an administrator can read the last 200 on the file or download them all. Changes to who has access, refused actions, settings changes, and every backup download and restore are logged, and every change to a record says who made it.
How it connects to the rest of Compass
The same roles decide who sees leads, client files, payments and the law library. The plain-words version, with how your data is encrypted, is on the security page.
Questions
How does Compass back up our data?
Compass by WattReach makes an encrypted backup of every record and uploaded document every night and keeps 90 days of them. Each backup file has its own key, and the key that opens them is kept apart from both the backups and the code.
Can Compass back up our Google Drive?
Yes, for firms on Google Workspace, Compass by WattReach can back up every person's Drive and every shared drive as files change, keeping old versions from 90 days up to ten years. It is a paid add-on, priced by the size of your Drive.
Who at our firm can see client files?
Only the people whose roles allow it can see client files, because Compass by WattReach denies everything by default. An administrator gives each person the roles they need. An administrator can also limit a client's file to chosen security groups, and then only the people in them can open it.
Does Compass have two-factor sign-in?
Yes, each person can turn on two-factor sign-in in Compass by WattReach from their profile: after the emailed link, a code from an authenticator app or their passkey. There are no passwords, and a passkey sign-in counts as both steps, because it needs the device's own lock, and it cannot be phished the way a password can.
Can we see who changed what?
Yes, Compass by WattReach records every open of a client's file, who and when, and logs changes to access, refused actions, settings changes and backup downloads and restores. Every change to a record shows who made it.