A few months ago, my software team received the following request from an attorney: “Please create a form on my WordPress website so potential banking clients can upload scans of their documents.”
He thought it would be an improvement over the current process: Gmail.
A gentleman of a certain age, our client had no idea about the danger of his request, and of his current practice. When we spoke to him and cautioned him to stop using Gmail to transfer sensitive documents, he immediately took action.
