Law firms

Answer client security questionnaires with documents, not promises.

For small and mid-size firms. Client files stay on managed, encrypted devices, and the records are ready when a client asks.

What the rules expect

What you're expected to show

01Reasonable efforts to protect client information (ABA Model Rule 1.6)

02Answers to client and insurer security questionnaires

03Protection of wire and trust-account instructions

04Access removed when attorneys and staff leave

What we do

What's expected

What we do

Reasonable efforts to protect client information (ABA Model Rule 1.6)

Encryption, multi-factor login and device policy on every machine, documented.

Answers to client and insurer security questionnaires

Your records answer most questions directly.

Protection of wire and trust-account instructions

Inbox protection, external-sender warnings and lookalike-domain alerts.

Access removed when attorneys and staff leave

Same-day close-out, device recovered.

We run the technical controls and keep the records. We do not provide legal advice or certify compliance.

The numbers

41%

of solo lawyers budget for technology at all, and only 55% of small firms do.

$3.05B

lost to business email compromise in 2025.

A short call, then an on-site review and a written plan you keep, whatever you decide next.