Security Posture
Security is a structural requirement, not a feature. This document defines our security stance, practices, and controls.
Security Axiom
Security is not a checkbox. It is built into architecture, processes, and culture. Convenience does not override security. If secure implementation is not possible, the feature does not ship.
Security Principles
Foundational principles governing all security decisions.
Defense in Depth
Multiple layers of security controls. No single point of failure in security architecture.
Least Privilege
Access granted only as needed for role function. No standing privileges.
Zero Trust
No implicit trust based on network location or prior authentication.
Audit Everything
All access and changes logged. Audit trails are immutable.
Data Classification & Handling
How different data types are classified and protected.
| Category | Classification | Handling |
|---|---|---|
| Client Data | Confidential | Encrypted at rest and in transit. Access logged. Retained per agreement. |
| Credentials | Secret | Never stored in code. Managed through secrets management. Rotated regularly. |
| PII | Restricted | Minimized collection. Encrypted. Access requires justification. |
| Analytics | Internal | Aggregated where possible. No PII in analytics systems. |
Access Controls
System access by role.
Production Infrastructure
DevOps only, with approval workflow
Client CRM (GoHighLevel)
Role-based, client-specific
Source Code
Engineering team, via pull request
Financial Systems
Finance role only
Client Communications
Designated team members per engagement
Incident Response
How security incidents are handled.
Detection
Automated monitoring, logging, and alerting on anomalies.
Containment
Isolate affected systems. Prevent lateral movement.
Assessment
Determine scope, impact, and root cause.
Notification
Inform affected parties per regulatory and contractual requirements.
Remediation
Fix vulnerability. Restore from known-good state if needed.
Review
Document lessons learned. Update controls.
Reporting Security Issues
Security vulnerabilities should be reported through secure channels. Do not disclose vulnerabilities publicly before remediation. Responsible disclosure is expected and appreciated.