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Blog Archive – Page 11

October 9, 2025 – November 7, 2025 · page 11 of 12

Legal Ethics and Technology Compliance

Technology Competence for Lawyers: Rule 1.1 Comment 8 in Practice

What ABA Model Rule 1.1 Comment 8 says about technology competence, and how a law firm can show reasonable steps without becoming an IT shop.

Managed IT for Law Firms

What Your Law Firm Should Expect From a Managed IT Provider

A buyer's guide to managed IT for law firms: scope, response times, security responsibilities, reporting and the questions to ask before you sign a contract.

Backup and Disaster Recovery for Law Firms

3-2-1 Backups for Law Firms: What the Rule Means Today

What the 3-2-1 backup rule means in practice for a law firm, including cloud platforms, immutability and the restore tests that most firms skip.

Wire Fraud and Email Security

The Wire Fraud Callback Rule: One Phone Call That Saves Closings

Why every change to wiring instructions should trigger a call to a known number, and how to build that callback rule into your firm's closing workflow.

AI and Emerging Technology for Law Firms

A Generative AI Use Policy Outline for Your Law Firm

A practical outline for a firm AI policy: approved tools, banned inputs, review requirements and client disclosure, framed around ABA Formal Opinion 512.

Practice Management Technology

Ethical Walls in Practice Management Tools: Permissions in Practice

How law firms can implement confidentiality screens in practice management and document systems: design, technical controls, testing and ongoing review.

Legal Cybersecurity

Building a One-Page Incident Response Plan for a Small Law Firm

A template outline for a one-page law firm incident response plan: roles, first-hour steps, contacts, decision points and notification, with a drill schedule.

Backup and Disaster Recovery for Law Firms

Is Microsoft 365 Backed Up? What Law Firms Often Assume

Many law firms assume Microsoft 365 backs up their data. Here is what retention and recycle bins really cover, and what a real backup should include.

Wire Fraud and Email Security

Email Authentication for Law Firms: SPF, DKIM and DMARC Explained

SPF, DKIM and DMARC explained for law firm administrators: what each does, how to set them up safely, and how to move toward a protective DMARC policy.

AI and Emerging Technology for Law Firms

AI Meeting Notetakers in Law Firms: Privilege and Confidentiality

What law firms should consider before allowing AI notetaking bots in client calls: privilege, consent, retention, vendor terms and a sensible policy approach.

Practice Management Technology

Remote Access to Practice Management Systems: A Secure Setup Guide

How hybrid and remote law firms can secure access to practice management and document systems with MFA, device rules, conditional access and sensible policies.

Legal Cybersecurity

Endpoint Detection and Response vs. Antivirus: Q&A for Law Firms

A plain-English Q&A comparing traditional antivirus with EDR and managed detection and response, and what law firms should ask when evaluating each option.

Cyber Insurance and Client Security Questionnaires

Reading Your Cyber Insurance Policy: What Law Firms Should Check

A guide for law firm leaders to reading a cyber insurance policy: coverage parts, sublimits, exclusions, panel vendors, notice rules and security conditions.

Legal Ethics and Technology Compliance

ABA Formal Opinion 477R: When Email Is Enough and When It Is Not

A plain-English look at ABA Formal Opinion 477R on securing client communications, including the reasonable-efforts factors and when extra safeguards may fit.

AI and Emerging Technology for Law Firms

Using Microsoft Copilot in a Law Firm: Fix Permissions First

Why law firms should audit Microsoft 365 permissions, sensitivity labels and sharing before turning on Copilot or similar assistants, with a step-by-step plan.

Practice Management Technology

Document Management Cleanup Before You Migrate to a New System

A cleanup plan for law firms moving to a new document management system: inventory, retention, permissions, naming and a staged cutover to reduce risk.

Legal Cybersecurity

Phishing at Law Firms: Five Myths and What Is Actually True

Five common misconceptions about phishing at law firms, from 'our filter catches it' to 'only juniors fall for it,' with practical corrections for each.

Cyber Insurance and Client Security Questionnaires

Answering Client Security Questionnaires Without Starting Over

How to build a reusable answer library for client security questionnaires and outside counsel guidelines, with evidence, owners and honest gap handling.

Legal Ethics and Technology Compliance

ABA Formal Opinion 483 and the Duty to Respond to a Data Breach

What ABA Formal Opinion 483 says about a lawyer's obligations after a cyberattack or data breach, and how a firm can prepare its response before it happens.

Managed IT for Law Firms

Onboarding and Offboarding Attorneys: A Practical IT Checklist

A step-by-step IT checklist for onboarding and offboarding attorneys and staff at a law firm, covering accounts, devices, matters, access removal and records.

Backup and Disaster Recovery for Law Firms

Recovery Time and Recovery Point Goals in Plain English for Firms

RTO and RPO explained for law firm leaders, with an exercise for setting realistic recovery goals system by system and budgeting for what they require.

Legal Cybersecurity

MFA for Law Firms: Which Methods to Use and Which to Retire

A guide to choosing multi-factor authentication methods for a law firm, ranking authenticator apps, hardware keys and SMS, and planning a smooth rollout.

Cyber Insurance and Client Security Questionnaires

Cyber Insurance Applications: What Underwriters Ask Law Firms

A walkthrough of the questions cyber insurance applications typically ask law firms about MFA, backups, email security and training, and how to prepare.

Legal Ethics and Technology Compliance

Model Rule 5.3 and Your Vendors: Supervising Outside IT Help

How ABA Model Rule 5.3 applies when outside IT providers and cloud vendors touch client data, with a practical vendor supervision routine for law firms.

Managed IT for Law Firms

Help Desk Metrics a Law Firm Administrator Should Actually Track

Which help desk metrics matter to law firm administrators: response and resolution times, repeat issues, onboarding speed, and how to read the numbers.

Backup and Disaster Recovery for Law Firms

Backup Testing for Law Firms: How to Prove Your Restores Work

How to test law firm backups on a schedule: file-level and full-system restore drills, what to record, and common failures that testing exposes.

Wire Fraud and Email Security

Spotting Business Email Compromise: A Staff Training Guide

A staff training outline for recognizing business email compromise at a law firm: warning signs, a pause-and-verify habit, and how to report quickly.

AI and Emerging Technology for Law Firms

Five Questions to Ask Before Your Attorneys Use an AI Tool

A five-question vetting checklist for law firms evaluating any AI tool, covering data use, access, retention, security and contract terms, with red flags.

Legal Ethics and Technology Compliance

Technology Competence Under Model Rule 1.1 Comment 8, Explained

What ABA Model Rule 1.1 Comment 8 says about technology competence, how states have responded, and practical steps firms can take to show reasonable effort.

Managed IT for Law Firms

What a Managed IT Agreement for a Law Firm Should Actually Cover

A buyer's guide to managed IT agreements for law firms: scope, response times, security duties, confidentiality terms, exit rights and the questions to ask.