Case Study: Leading North American Firm prevents accidental data breaches and secures mobile devices with DocsCorp cleanDocs

How a top firm uses metadata cleaning on the server as part of its data breach prevention strategy

Leading North American Firm faced a growing metadata risk: hidden document properties in attachments could leak sensitive client data and breach regulations like CCPA and GDPR, and more than 500 attorneys working on iPads weren’t covered by desktop-only tools. After experiencing mail-processing stalls with a prior server solution, the firm turned to DocsCorp’s cleanDocs (cleanDocs Desktop and cleanDocs Server) to provide a comprehensive metadata-management strategy.

DocsCorp implemented a hybrid solution: cleanDocs Desktop gives attorneys an interactive prompt to scrub or keep metadata at the workstation, while cleanDocs Server automatically cleans attachments from mobile devices and OWA, integrates directly with Microsoft Exchange to avoid bottlenecks, and ignores files already cleaned at the desktop. The deployment protected sensitive client data across devices, enabled time-saving workflows like on-the-fly PDF conversion, supported the firm’s 500+ mobile users, and reduced the risk of accidental data breaches while improving email-processing reliability.