The ABA's Model Rule 1.1 calls for technology competence. Your clients expect — and in some cases, demand — that their information never leaks. We architect both into your firm from day one, whether you're a solo practitioner or a 40-attorney shop.
Shadow IT is every firm's biggest privilege risk. We consolidate documents into secure, audit-logged management — whether that's NetDocuments, iManage, or Clio — and train staff on proper handling.
We deploy phishing-resistant MFA, domain-authenticated email (SPF/DKIM/DMARC), encryption for privileged communications, and ongoing staff training focused on the scams actually hitting law firms this quarter.
Business email compromise and wire-instruction fraud are costing firms six-figure losses. We harden the specific workflows — verification protocols, spoofed-domain detection, out-of-band confirmation — that these attacks exploit.
Carriers now demand MFA, EDR, backups, and incident response plans as table stakes. We implement what they're asking for and help you answer the questionnaire honestly — usually with better rates.
Every service below is structured around the realities of modern legal practice — ethics rules, client expectations, and the threat landscape that's made law firms a top target for ransomware and BEC.
NetDocuments, iManage, Worldox, Clio — deployed, configured, and maintained so privileged work product lives where it should and stays findable for decades.
Clio, CARET, PracticePanther, Smokeball — integrated with document management, email, and billing so your attorneys spend time on matters, not on plumbing.
Client portals for sensitive document exchange, per-message encryption for privileged communications, and email authentication that prevents domain spoofing.
Defensible retention policies, preservation workflows, and log sources that survive opposing counsel's scrutiny.
Hardware keys or passkeys where stakes are highest. Legacy SMS-only MFA is no longer adequate — we roll out modern factors without breaking anyone's workflow.
We map your controls to what your carrier is asking for. Better questionnaire answers, usually better renewal rates, always a more defensible posture.
Running something specialized? Ask — we've probably supported it, from solo-practitioner tools to enterprise DMS.
ABA Model Rule 1.1 Comment 8 requires attorneys to stay reasonably current on the benefits and risks of relevant technology. We translate that standard into concrete controls you can point to when a client, partner, or ethics board asks.
At rest on devices and servers, in transit across networks, and for any email containing privileged content.
Role-based permissions, matter-level access where warranted, and audit logs you can produce if privilege is challenged.
Technical enforcement of ethical walls in the DMS, with documentation to satisfy Rule 1.10 obligations.
Documented plan including client notification obligations — because under Rule 1.4 and multiple state rules, you may have to.
Through multiple layers: encrypted storage and transit, role-based access, audit logging, network segmentation, and staff training — plus contracts (confidentiality and non-disclosure obligations) that apply to our technicians before they touch your systems.
Yes. Most state ethics opinions permit attorneys to use properly configured cloud services with reasonable security. We handle the configuration part and document the due-diligence analysis in case it's ever questioned.
Yes. We've walked dozens of firms through carrier questionnaires and implemented the controls insurers actually care about (MFA, EDR, backups, phishing training, incident response). Better answers usually mean better premiums.
Yes. We have clients ranging from solo practitioners to firms with dozens of attorneys. Plans are right-sized — you get proper security without enterprise overhead.
We establish defensible retention, support litigation holds on email and file systems, and coordinate with your eDiscovery vendor when collection is needed. We don't perform legal-grade forensic collection ourselves — that's a specialist's job — but we make sure your systems are collection-ready.