Bar Rule 1.6, ABA opinions on technology competence, client privilege, and the latest AI tools all hit the same firm at the same time. We deliver managed IT, cybersecurity, and AI governance tailored to the rhythm of a working practice — whether you’re a 4-attorney boutique or a 60-attorney firm.
Law firms hold concentrated, high-value, time-sensitive data. Wire instructions during real-estate closings. Privileged communications. M&A documents. Settlement amounts. Adversaries know the calendar — and they aim for the soft moments.
Built around ABA Model Rule 1.6, the FL Bar’s ethics opinions on technology, and modern cyber-insurance underwriting requirements.
Encryption at rest and in transit. Entra Conditional Access. MFA enforced including outside-counsel and admin accounts. Audit trail end-to-end.
NetDocuments, iManage, Worldox, or SharePoint as your DMS. Integration with Outlook and Word. Mobile access policies. Outside-counsel collaboration without exposing the whole library.
Intune (or Jamf for Mac firms). Encryption enforced. Wipe-on-loss. App-protection policies for email/files on personal devices. Mobile work without mobile risk.
Sanctioned-tool list with Harvey, Casetext, Lexis+ AI, Copilot, Claude. Prompt-data boundary enforced. Privileged-data labels. Prompt-injection guardrails for retrieval-augmented agents.
Defender for Office anti-impersonation, payee-name verification policies, callback workflow, vendor-banking-change procedure. Built around the real-estate closing scenarios where losses happen.
Immutable backups of M365, document-management, file shares. Retention tuned to record-retention obligations and FRCP-aware. Tested restores per quarter.
We complete the carrier questionnaire and attest to the controls. We flag gaps before submission. Renewals get easier, premiums get reviewable.
Conflicts and matter-intake systems integrated, monitored, backed up. The system that protects you from disqualification can’t be the one that’s down.
Quarterly business review tailored to the partner-level audience — tech-competence posture, security trajectory, AI policy status, budget vs roadmap. Plain English, defensible.
The Bar’s technology-competence duty now extends to AI tools. That doesn’t mean banning them — it means knowing which ones you sanctioned, how they handle client data, who’s trained on them, and how you’d explain the deployment to the grievance committee. We build that documentation as part of the engagement.
30-minute call. We’ll review your security, document-management, mobility, and AI exposure — and send you a one-page snapshot mapped to ABA Rule 1.6 and your cyber-insurance posture.