For financial advisors, trust is foundational. Clients rely on their advisory teams to protect some of their most sensitive personal and financial information, and that trust extends to the technology partners they choose.
That’s why we’re proud to share that NetLaw has successfully completed its third consecutive SOC 2 Type II audit. This milestone reflects not only a rigorous security standard met once, but a sustained, year-over-year commitment to protecting advisor and client data.
Why SOC 2 Type II Matters
SOC 2 Type II is widely recognized as one of the most demanding standards for data security and operational controls. Unlike a point-in-time assessment, a Type II audit evaluates how effectively an organization’s security controls operate over an extended period of time. In practical terms, this means our systems, policies, and procedures are continuously tested against strict criteria related to security, availability, confidentiality, and processing integrity. Achieving SOC 2 Type II compliance requires ongoing discipline, documentation, and internal accountability.
Our Ongoing Commitment to Security
Achieving SOC 2 Type II compliance for a third consecutive year reflects NetLaw’s ongoing commitment to security and operational rigor. It demonstrates that NetLaw’s security practices are not static or reactive; they are embedded into how we operate.
For advisory firms, this consistency matters. It supports due diligence requirements, reduces vendor risk, and reinforces confidence that the technology supporting estate planning workflows is built with long-term security in mind.
Independent Validation You Can Trust
NetLaw’s SOC 2 Type II report was independently audited by Advantage Partners, a third-party firm specializing in IT audits and security assurance. Their review confirms that our controls meet rigorous, industry-recognized standards.
Independent validation ensures that NetLaw’s commitment to data security is not just stated, but verified.
Protecting Advisor and Client Data by Design
NetLaw’s platform supports collaboration between financial advisors, clients, and Hargrove Firm’s estate planning attorneys. That collaboration depends on a secure technology foundation designed to protect sensitive information at every stage of the estate planning process.
SOC 2 Type II compliance reinforces what our advisor partners expect: that NetLaw takes data security seriously and invests continuously in the controls, systems, and processes required to safeguard client information.
A Continuing Investment in Trust and Security
Security is not a one-time achievement—it’s an ongoing responsibility. As regulatory expectations evolve and technology advances, NetLaw remains committed to strengthening our information security program and maintaining the highest standards for our advisor partners.
This third year of SOC 2 Type II compliance represents both a milestone and an ongoing commitment to earning and maintaining the trust of advisory firms and their clients.
Learn More
Learn more about how NetLaw protects advisor and client data on our Security page.
Interested in how NetLaw supports secure, compliant estate planning workflows for your firm? Connect with our team to start the conversation.