You practice law. We protect the practice.

With a workflow, not just a filter. The technical layer: SPF, DKIM, and DMARC enforced on your domain so attackers can't spoof it, BEC detection watching for compromised mailboxes, and alerts on suspicious mailbox rules (the auto-forward an attacker plants is usually the first detectable sign). The procedural layer: wire instructions are never trusted from email alone — every new or changed instruction gets verified out-of-band, by phone, to a number you already have on file. We implement both layers and train the closing team on the workflow. The firms that lose closings to fraud almost always had the filter and skipped the workflow.

Under ABA Formal Opinion 483: stop the breach, figure out what client data was exposed, and notify affected clients if their information was compromised. Florida FIPA adds a 30-day notification clock if personal information of Florida residents was exposed. Step one in practice is preserving the evidence — M365 audit logs, the workstation, mailbox rules — before logs roll off retention. We run this playbook with firms in advance, so the day it happens isn't the first time anyone has opened it.

Not public AI tools with client data — pasting client information into a free chatbot is an uncontrolled disclosure, and The Florida Bar's Ethics Opinion 24-1 makes clear that confidentiality duties apply fully to generative AI. The safe path: an AI usage policy that names what's allowed, enterprise AI deployments where your data isn't used for training (Microsoft Copilot under your tenant, or private deployments), and technical controls that block known public AI endpoints for matter-related systems. AI is genuinely useful in legal work — drafting, summarization, review — it just has to run inside a boundary you control.

Yes — this is one of the most common reasons firms call us. Corporate clients now ship outside counsel guidelines with real security requirements: MFA everywhere, encryption at rest and in transit, EDR, incident-response plans, vendor management, sometimes a right to audit. We map your environment to the requirements, close the gaps, and keep the evidence current — so questionnaires get answered the same day instead of starting a panic week. Passing the client audit is increasingly the difference between winning the engagement and losing it to a firm that could answer page one.

For routine correspondence, transport encryption (which Microsoft 365 does by default) is generally considered reasonable under ABA Formal Opinion 477R. For sensitive matters — wire instructions, medical records, trade secrets, anything where interception would be damaging — you need message-level encryption or a secure portal, and the opinion expects attorneys to make that judgment matter by matter. We set up both: M365 message encryption your attorneys can trigger with one click, and secure client portals for document exchange that never touches inbox attachments.

With managed off-boarding: their access ends the hour the firm decides it ends. Mailbox converted and supervised per your retention policy, matter access revoked in the DMS and practice management system, firm data wiped from personal devices via mobile device management, shared passwords rotated, and a record of what they accessed in their final weeks if questions come up later. Lateral moves are routine in law — the firms that handle them cleanly are the ones where departure is a checklist, not an argument.

Not all of it — but more than most small firms have. The non-negotiables at any size: MFA on email and the practice management system, a real backup of your matter files and email tenant (not just the vendor's word), endpoint protection on every machine, the wire-verification workflow if you touch closings, and a one-page incident-response plan. We scope to the firm — your practice areas, your size, your clients' requirements — without selling you an AmLaw 100 security stack you don't need.

No — cloud software is a shared-responsibility model. Clio, MyCase, and the rest are responsible for keeping the platform running; you're responsible for your data in it. An attacker with a stolen login, a malicious insider, or a sync error can still destroy or exfiltrate your matter data, and the vendor's own backups may not restore the way you need, when you need it. We run independent, tested exports of practice management data and full Microsoft 365 tenant backups — so the firm's files survive anything, including the vendor having a bad day.