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Solutions / Law firms

Client confidences, protected and documented.

Lawyers have a duty to take reasonable care with client information, and clients increasingly ask how you do it. We lock down the systems your files live in and give you the paperwork to show it.

1.6(c)
The ABA model rule that asks for reasonable efforts to protect client information.
483
The ABA opinion saying current clients must be told about a breach that affects them.
20min
Is all we need from you to get started.
1page
A plain-English summary you can hand a client who asks.

How it works

From first call to a policy on file

Most of the work is ours, and none of it requires opening a client file.

Your security plan

Ready for client questionnaires
  1. Week 1

    20-minute call

    Where client files live: practice software, email, document storage and laptops.

  2. Week 2

    Policy written

    A short written policy that matches how your firm actually works.

  3. Weeks 3–4

    Controls in place

    Two-step login, encrypted laptops, safer file sharing and email that can’t be faked.

  4. Every year

    Reviewed and refreshed

    A quick review, short staff training and updates when your tools change.

Questions from firms

What lawyers ask us first

We’re a small firm. Is this really expected of us?

Yes. The duty of confidentiality doesn’t shrink with headcount, and most states have adopted the ABA’s technology competence comment. What’s reasonable for a three-lawyer office is smaller and simpler, and that’s what we build.

A client sent us a security questionnaire.

We help you answer it with evidence, like screenshots and dates, the same way we handle cyber insurance forms. Then we fix anything it turns up.

Will you need to read client files?

No. We work on the systems around them: logins, computers, email and backups. We never need to open a matter.

We handle real estate closings.

Then fake wiring instructions are your biggest risk. We lock down email, watch for suspicious mailbox rules and set up a call-back rule for any change to wiring details.