What is being processed
Client identity, address, description of the work, sometimes photos: treat them with the same care as a paper file.
Good practice
- Avoid loudspeaker in public places when dictating personal data.
- Check where notes are stored and how long they are kept.
- Tell the client if your privacy policy requires it.
Choose a tool that matches your standard
Prefer services that are clear about hosting, encryption and processors. It makes life easier when a client or specifier asks.