About this tool
Separation checklist for solo professionals covering home address, client folders, invoices and contracts, with a blast-radius estimate.
The Freelancer Privacy Starter Kit scores how well a solo professional keeps three things apart — personal identity, business identity and each client's data — across seventeen weighted controls covering accounts, devices, file sharing, contracts and invoicing. It also estimates blast radius: the number of client datasets a single compromised login could still reach, calculated from the datasets you admit to holding and the controls you have completed. Aimed at designers, developers, writers, consultants and anyone who is the processor for several clients at once with no IT department behind them.
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Add your input to the workspace.
Adjust the options until the result looks right.
Copy or download the output and put it to work.
Shows how many client datasets one stolen login reaches, so the cost of skipping separation is visible.
Covers written processing terms, a subprocessor list and an agreed breach process, not only device hygiene.
Multi-factor authentication and per-client access carry the most weight; cosmetic steps carry the least.
Use a registered business address, a coworking address or a post box on invoices, contracts and your website, and turn on WHOIS privacy at your domain registrar. Invoices get forwarded, filed and sometimes published, so an address on one is effectively permanent.
When you decide why and how personal data is used — your own client list, your marketing — you are the controller. When you handle personal data on a client's instructions, such as editing their customer database, you are usually a processor, which normally requires a written processing agreement covering purpose, security measures, subprocessors and deletion.
Set a written period and follow it: a common pattern is deleting working files a defined number of days after final payment while keeping invoices for the statutory tax retention period in your country. Data you no longer hold cannot be leaked or requested, so retention limits are a security control as well as a compliance one.
Trigger the process you agreed in the contract: tell the affected clients without undue delay, record what data was on the device, and confirm whether disk encryption was on, since an encrypted device is usually treated very differently from an unencrypted one. Under the GDPR a controller must notify its supervisory authority within 72 hours of becoming aware of a personal data breach, so clients typically require a much faster alert from you — take legal advice on your specific obligations.