Here's a myth that has cost firms dearly: “Salesforce backs up my data, so I'm safe.” Salesforce protects its infrastructure — but under its shared-responsibility model, your data is your responsibility. A bad import, an accidental mass delete, a buggy integration, or a departing employee can wipe out records, and Salesforce is under no obligation to restore them. For a law firm, losing case data isn't just painful — it can be an ethics and compliance problem.
How data actually gets lost
- Accidental bulk deletes or overwrites.
- A faulty data import or integration.
- A bad deployment that removes fields or automation.
- Plain human error — it happens to everyone.
What real protection looks like
Proper protection means automated, regular backups of both your data and metadata (your configuration), stored safely, with the ability to restore quickly and precisely. Salesforce's built-in export is limited and manual; most firms need a dedicated backup solution.
Back up — then prove you can restore
A backup you've never tested isn't really a backup. We set up automated backups and actually test recovery, so if the worst happens your firm is back up in minutes, not scrambling.
Don't gamble with your case data. We'll set up backup and recovery that works when you need it.
How we'd do this for your firm
A proven, transparent process — no guesswork, no surprises.
Assess
We review exactly what data and setup you'd lose.
Back up
Automated daily backups of data and metadata.
Test restore
Prove you can recover — not just back up.
Automate
Set-and-forget protection with monitoring.
Want this for your firm?
Get a free, transparent estimate in minutes — or talk to a specialist.
