All Systems Operational [email protected] +1 213-245-6566 Los Angeles, CA  ·  Remote Nationwide
What's Included

Controls built around client confidentiality.

Matter-level access control

Access scoped by matter and practice group, so an ethical wall is enforced by the system rather than by convention.

Document management support

We support the platform your firm runs on, keep it backed up independently, and make sure search and versioning stay reliable.

Trust account fraud controls

Verbal verification workflows and mailbox rule alerting, aimed squarely at the wire fraud that targets client trust accounts.

Defensible retention & legal hold

Retention policies you can defend, plus the ability to place and lift holds without relying on individual attorneys to remember.

Secure mobile and remote work

Court, client site, and home access to firm systems, with device compliance enforced and firm data kept out of personal apps.

Deadline-aware support

Filing deadlines do not move. Priority handling and a 4-hour response SLA on every plan, with escalation paths that work after hours.

Why It Matters

Where firms are actually exposed.

Rule 1.6 sets a technology obligation

ABA Model Rule 1.6(c) requires reasonable efforts to prevent unauthorised disclosure of client information. In practice that means MFA, encryption, and access control that you can evidence.

Trust accounts are a named target

Attackers specifically pursue firms holding client funds, using compromised email to redirect settlement and closing payments. The control that stops it is procedural, not technical.

Client security questionnaires

Corporate clients increasingly audit their outside counsel. Firms without documented controls lose work to firms that have them ready.

Everything is discoverable

Retention that is ad hoc creates risk in both directions — keeping what should be gone, and losing what should have been held.

Every Legal Client Gets
Matter-level access controls
Phishing-resistant MFA on all accounts
Trust account payment verification workflow
Independent document management backup
Defensible retention & legal hold support
Answers ready for client security audits
4-hour response SLA, deadline aware
Common Questions

Frequently asked questions.

Can you work with our document management system?

Yes. We support the infrastructure and identity layer underneath whichever platform your firm uses, keep an independent backup of its data, and coordinate with the vendor on application issues.

If your firm is still on shared network folders, we can help move to a structured system — but we will not force a migration you have not asked for.

How do you handle ethical walls?

Through access groups tied to matters and practice areas, so a walled matter is genuinely inaccessible rather than merely off-limits by policy. Access changes are logged, which gives you evidence the wall held.

We set the structure up with your firm and keep it current as matters and staffing change.

Our clients send us security questionnaires. Can you help?

Yes, and this is one of the more common requests we get from firms. We complete the technical sections with evidence from your actual configuration rather than aspirational answers.

Because the control set is documented and consistent, the second questionnaire takes considerably less time than the first.

What protects us from settlement wire fraud?

A combination of phishing-resistant MFA, alerting on suspicious mailbox rules, and — most importantly — a policy that no payment instruction or banking change is acted on without verbal confirmation on a number already on file.

The technical controls reduce the chance of compromise; the phone call is what stops the loss. We help firms put both in place.

Do you support solo practitioners and small firms?

Yes. Firms from two to fifty attorneys are our typical range, and the confidentiality obligations do not scale down with headcount — a solo practitioner has the same duty under Rule 1.6 as a hundred-attorney firm.

Pricing is per user, so a small firm pays a small firm rate.

Could your firm answer a client security audit today?

A free 30-minute review of your access controls, mobile posture, retention, and payment verification process — with a written summary of what to fix first.

Schedule Your Free Assessment