Blog Archive
August 5, 2026 – September 3, 2026 · page 1 of 12
The Wire Fraud Call-Back Rule: How to Build It and Enforce It
A call-back rule is the single cheapest defense against fraudulent wire instructions. Learn how to write it, train staff, and keep partners from skipping it.
AI and Emerging Technology for Law FirmsOutline for a Law Firm AI Policy Built Around ABA Opinion 512
A practical outline for a law firm AI policy covering approved tools, confidentiality, verification, client consent and training, grounded in ABA Opinion 512.
Practice Management TechnologyClio vs. NetDocuments vs. iManage: How to Choose for Your Firm
Picking a practice management or document system is a long commitment. Here is a neutral framework for comparing Clio, NetDocuments and iManage for your firm.
Legal CybersecurityWhy Law Firms Get Targeted: The Attacker's View of Your Data
Attackers go after law firms because of what they hold and how they work. Understand the incentives and the weak points so your firm can close the easy doors.
Cyber Insurance and Client Security QuestionnairesA 60-Day Countdown to Your Law Firm's Cyber Insurance Renewal
Renewal season is easier when you start early. Here is a 60-day plan for law firm administrators to prepare cyber insurance applications and avoid surprises.
Legal Ethics and Technology ComplianceEight-Part Self-Audit: Is Your Firm Keeping Up With Technology?
Comment 8 to Model Rule 1.1 ties competence to technology. Use this self-audit to see where your firm stands and what to improve before a client asks.
AI and Emerging Technology for Law FirmsEvaluating Legal AI Vendors: A Due Diligence Question List
Legal AI products multiply quickly. Use this question list to compare vendors on confidentiality, accuracy, security and contract terms before you buy.
Practice Management TechnologyDocument Management Hygiene: Naming, Folders and Access Rules
A document management system is only as good as the habits around it. Set naming, filing and access standards so files are findable and protected.
Legal CybersecurityPassword Management for Law Firms: Policies Staff Will Follow
Password rules that frustrate people get worked around. Build a policy around a firm password manager, length and MFA instead of constant forced changes.
Cyber Insurance and Client Security QuestionnairesNinety Days Out: Getting a Law Firm Ready for Cyber Renewal
Renewal season is stressful when you start late. This 90-day timeline helps law firms gather evidence, close control gaps and talk to brokers with confidence.
Legal Ethics and Technology ComplianceSupervising a Remote Team: Home Office Security and Opinion 498
ABA Formal Opinion 498 addresses virtual practice. Here is a plain-English look at its themes and a practical remote-work security checklist for law firms.
Managed IT for Law FirmsReading Your IT Report: Six Help Desk Numbers Worth Tracking
Ticket counts alone do not show whether IT is working. Track these measures to judge responsiveness, recurring problems and the real impact on your lawyers.
Backup and Disaster Recovery for Law FirmsRecycle Bin, Retention, Backup: Protecting Microsoft 365 Data
Many firms assume Microsoft 365 backs up their email and files. Learn the difference between retention, recycle bins and true backup, and what to close.
Legal CybersecurityAntivirus, EDR and MDR: What a Law Firm Actually Needs
Antivirus, EDR and MDR are often confused. Learn how each works, what they miss and how to choose protection that fits a law firm's size and risk.
Cyber Insurance and Client Security QuestionnairesClient Security Questionnaire Answers: Owners, Evidence, Review
Corporate clients send long security questionnaires and expect accurate answers. Build a reusable answer library so each response is faster and more consistent.
Legal Ethics and Technology ComplianceBreach Notification Planning: Lessons From ABA Opinion 483
ABA Formal Opinion 483 discusses lawyers' duties to monitor for, stop and disclose breaches. Here is a plain-English summary and what it means for planning.
Managed IT for Law FirmsJoiners and Leavers: The Attorney Account Lifecycle for Firm IT
New hires need access quickly and departing attorneys need it removed just as fast. Use these checklists to keep both secure and consistent.
Backup and Disaster Recovery for Law FirmsHow Long Can We Be Down? Business Targets for Disaster Recovery
RTO and RPO sound technical but reduce to two partner-level questions: how long can the firm be down, and how much recent work can it afford to lose?
Wire Fraud and Email SecurityAnatomy of an Email Fraud: Six Stages and Where to Break Them
A hypothetical, step-by-step account of a business email compromise against a small firm, with the points where each stage could have been stopped.
AI and Emerging Technology for Law FirmsShould an AI Bot Join the Client Call? Privilege and Consent
AI note-taking bots are easy to add to a call and hard to undo. Settle these questions on privilege, consent and storage before one joins a client meeting.
Legal Ethics and Technology ComplianceReasonable Efforts Under Rule 1.6(c): What a Careful Firm Does
Model Rule 1.6(c) asks lawyers to make reasonable efforts to prevent unauthorized access to client information. Here is what that can look like in practice.
Managed IT for Law FirmsWhat a Managed IT Agreement for a Law Firm Should Include
Not every managed IT contract fits a law firm. Review the scope, security duties, response times and exit terms to look for before you sign or renew.
Backup and Disaster Recovery for Law FirmsRestore Testing: The Backup Step Most Law Firms Skip
A backup you have never restored is an assumption. Learn how to run restore tests at three levels, what to record and how often to repeat them.
Wire Fraud and Email SecuritySpotting Spoofed Emails: A Quick Training Guide for Law Firm Staff
Fake emails that impersonate clients, partners and vendors are the entry point for most wire fraud. Teach staff the signs and a simple habit that stops them.
AI and Emerging Technology for Law FirmsDrafting a Generative AI Policy for Your Firm: An Outline
A usable AI policy is short, specific and enforceable. Use this section-by-section outline to draft one that fits a small or mid-size law firm.
Practice Management TechnologyClio, NetDocuments or iManage: Questions to Ask Before Choosing
Practice and document management platforms serve different needs. These questions help firms compare options based on workflow, security and total cost.
Legal CybersecurityMulti-Factor Authentication Myths Law Firm Partners Still Believe
MFA is one of the most effective controls a firm can adopt, yet myths keep it half-deployed. Separate myth from reality before your next partner meeting.
Backup and Disaster Recovery for Law FirmsThree Copies, Two Media, One Offsite: Backups for Law Firm Data
The 3-2-1 backup rule is a simple framework: three copies, two media, one offsite. Learn how it applies to a law firm's servers, cloud files and laptops.
Wire Fraud and Email SecurityA Wire Instruction Callback Procedure That Actually Works
Callback verification stops many wire fraud attempts, but only when done correctly. Here is a step-by-step procedure for law firm trust and closing staff.
AI and Emerging Technology for Law FirmsBefore You Turn On Microsoft Copilot: A Data Cleanup Checklist
Copilot surfaces whatever a user can already access. Fix over-shared files and loose permissions first so AI search does not expose what it should not.