Casevoya

Respond to a client access request

When a client asks for a copy of their personal information, Casevoya assembles it and keeps a record of how you responded.

For: Firm teams4 stepsUpdated 17 Oct 2026
  1. Step 1: Log the request

    Privacy › New request. Record who asked, when and how you confirmed their identity.

  2. Step 2: Generate the package

    We collect their records and leave out other adults’ private information.

  3. Step 3: Review it

    A reviewer checks the package before it goes out.

  4. Step 4: Deliver it

    Send it securely. The delivery and reviewer are recorded.

Privacy requests with their due dates
Privacy requests with their due dates. Sample data.

Written from the Casevoya product specification (SEC-05, SEC-06). Screens and wording may change before launch.