Legal

IT & Cybersecurity for Law Firms

Privileged files, client funds and discovery obligations across South Florida firms, run and secured as one environment.

Why a law firm is different

A firm holds privileged communications, case files and client financial information, often for clients who are themselves targets. The duty to protect that information sits with the lawyers, not with the IT vendor.

Wire instructions, settlement payments and trust-account activity make a firm’s email a direct route to money. Litigation adds another obligation: when a matter is reasonably anticipated, relevant data has to be preserved, not rotated away by a default retention setting.

What we take care of

  • Identity & Microsoft 365Multi-factor authentication, sign-in policies, administrator separation and mailbox settings that resist business email compromise
  • Client filesDocument management and file shares with access by matter and role, not one share everyone can open
  • Email & paymentsEmail security, external-sender warnings and a verification process for payment instructions
  • Retention & holdsRetention that matches your obligations, and the ability to place a litigation hold across mail, files and chat
  • Devices & remote workEncrypted, managed laptops and phones that can be wiped when one goes missing
  • Backup & recoveryBackups of mail, documents and practice-management data that survive ransomware, with restores tested and timed

The professional duties behind it

  • CompetenceABA Model Rule 1.1, Comment 8: keeping abreast of the benefits and risks of relevant technology
  • ConfidentialityABA Model Rule 1.6(c): reasonable efforts to prevent unauthorized access to client information
  • Secure communicationABA Formal Opinion 477R on protecting client communications sent electronically
  • After a breachABA Formal Opinion 483 on monitoring, response and client notification
  • SupervisionABA Model Rule 5.3: responsibility for non-lawyer assistance, including outside technology providers

Florida puts weight on the same duty: the Florida Bar requires members to complete approved technology CLE as part of each reporting cycle (Rule 6-10.3, Rules Regulating The Florida Bar).

Our ABA ethics guide explains these rules in plain English. It is educational material, not legal advice or a claim of guaranteed compliance.

How it is delivered

The same three areas of work every client receives, applied to a practice that runs on confidentiality:

How an engagement starts

With a conversation about the firm and its systems. If there is a fit, we agree the scope and fee for an assessment before any work begins.

You receive an overview of the environment, a prioritized list of risks and gaps, and a practical remediation roadmap. Remote support is standard; on-site work is available across Miami-Dade, Broward and Palm Beach counties.

Know where the firm stands

Start with a conversation about your environment. Assessment scope and fee are agreed before any work begins.

Discuss your IT

How the assessment works