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#1 (permalink)   05-03-2008 Prime Admin Solutions Active Member Company name: Prime Admin Solutions   Join Date: Jan 2008 Posts: 753 Do you protect legal documents sent to new clients? Whenever I email a Letter of Engagement to a new client, I PDF it and restrict access to it so that it can only be printed. Does anyone else do that? __________________ Julia

#2 (permalink)   05-03-2008 JacksonAO Contributing Member   Join Date: Mar 2008 Location: Jackson, MI Posts: 235 Re: Do you protect legal documents sent to new clients? Yes - I do this with many of my documents including invoices and quotations __________________ Sarah Bernstein Jackson Administrative Outsourcing www.jacksonao.com

#3 (permalink)   05-03-2008 Office Goddess Senior Member Company name: The Virtual Office Goddess, LLC   Join Date: Aug 2007 Location: Boulder, CO Posts: 2,966 Re: Do you protect legal documents sent to new clients? All docs I send to potential clients are pdf format. However, I always look for changes in the returned document as I have a program that I allows me to easily change pdfs (which means other people do, as well) __________________ Lily Chambers, The Virtual Office Goddess, LLC Author "How to Do Your Own Small Business Bookkeeping"

#4 (permalink)   05-03-2008 candctroll Contributing Member   Join Date: Apr 2008 Posts: 199 Re: Do you protect legal documents sent to new clients? I agree, definitely PDF it and watch for changes when returned. __________________ -Amanda www.virtualsolutionsmadesimple.com

#5 (permalink)   05-29-2008 R2VBS Guest Company name: Click here to learn how to add your Company Name! Latest blog post: Click here to learn how to add your blog feed! My latest Twitter: Click here to learn how to set up your Tweets!   Posts: n/a Re: Do you protect legal documents sent to new clients? Thanks for this advice, I hadn't thought about it.