Technology for law firms
Client confidentiality is the job. Technology should make it easier to keep, and easier to prove.
What you are asked
Professional conduct rules expect lawyers to make reasonable efforts to protect client information. Corporate clients send security questionnaires. Cyber insurers ask how you protect email, documents and money movement.
Firms that handle closings, settlements or trust accounts can be targeted by fake emails about payment instructions.
What we do
- Two-step sign-in and a password manager for every person
- Encrypted laptops and phones
- Email screening that catches scams aimed at your people
- Backups tested by restoring them
- A written record of who has access, and prompt removal when someone leaves
- A written agreement on how we protect your information, plus a business associate agreement if you handle patient health information for a client
- Answers ready for client security questionnaires
An honest note. We support your compliance program rather than replace it. Your firm decides what its ethical duties require; we make the technology part easy to show.
Most firms start on Ridge or Summit. Expedition adds compliance reporting and regular testing.
Start with a free Solid Ground Assessment
A short conversation and a plain summary of where your technology stands. No cost and no obligation.
Request your assessment