Blog Archive – Page 3
June 6, 2026 – July 5, 2026 · page 3 of 12
Security Questionnaire Answers That Won't Haunt Your Firm Later
How to respond to corporate client security questionnaires honestly and efficiently: who owns it, what evidence to gather and which answers create risk later.
Legal Ethics and Technology ComplianceRule 1.1 Comment 8: What Technology Competence Means in Practice
What the technology competence comment to ABA Model Rule 1.1 asks of lawyers, and a practical way for firms to show they are keeping up with the tools they use.
AI and Emerging Technology for Law FirmsWriting an AI Use Policy Your Associates Will Actually Follow
A practical outline for a law firm generative AI policy: approved tools, confidentiality rules, verification duties, client disclosure and staff training.
Practice Management TechnologyHow to Clean Up Your Clio Account Before a Busy Season
A step-by-step cleanup guide for Clio and similar practice-management systems: users, permissions, matters, integrations and data hygiene that cut risk.
Legal CybersecurityA Law Firm Security Checklist for the Second Half of the Year
A practical mid-year security checklist for law firm administrators covering accounts, devices, email, backups, people and vendors, with steps to finish.
Cyber Insurance and Client Security QuestionnairesCyber Insurance Renewal Readiness: A 90-Day Plan for Law Firms
Work backward from your renewal date. This 90-day plan covers the controls to fix, evidence to collect and conversations to have with your broker.
Legal Ethics and Technology ComplianceVirtual Practice and ABA Opinion 498: A Remote Work Checklist
ABA Formal Opinion 498 addresses lawyers practicing remotely. Turn its themes into a checklist for home offices, communication tools and staff supervision.
Managed IT for Law FirmsWhat to Expect in a Quarterly IT Business Review for Law Firms
A good IT provider meets with you regularly. Here is the agenda, the reports and the questions that make a quarterly review worth a partner's time.
Backup and Disaster Recovery for Law FirmsBacking Up Microsoft 365: What Retention Settings Miss
Microsoft 365 is resilient, but it is not a backup of your mailboxes and files. Learn where native retention falls short for a law firm and what to add.
Legal CybersecurityApplying Zero Trust Ideas in a Ten-to-150-Attorney Law Firm
Zero trust is more than a buzzword. See how its core ideas translate into affordable, practical controls for firms with ten to a hundred and fifty attorneys.
Cyber Insurance and Client Security QuestionnairesReading Your Cyber Policy: Coverage Terms Law Firms Often Miss
A cyber policy is only as useful as its terms. Learn the definitions, sublimits, exclusions and notice conditions that matter most to a law firm.
Legal Ethics and Technology ComplianceRule 1.6(c) in Plain English: Reasonable Efforts for Small Firms
Rule 1.6(c) requires reasonable efforts to protect client information. See the factors the ABA lists and what reasonable can look like for a small firm.
Managed IT for Law FirmsWhat a Good IT Onboarding and Offboarding Checklist Looks Like
New hires should be productive and secure on day one, and departing staff should lose access immediately. Use these checklists to close common gaps.
Backup and Disaster Recovery for Law FirmsRansomware Recovery for Law Firms: A Realistic First 72 Hours
A realistic timeline for the first three days after a ransomware attack: containment, scoping, legal duties, communications and restoring from clean backups.
Wire Fraud and Email SecurityLookalike Domains and Display-Name Spoofing: Spotting Fake Senders
Criminals register near-identical domains and fake display names to impersonate attorneys. Learn how to spot fake senders and how filters reduce the risk.
AI and Emerging Technology for Law FirmsAI Hallucinations in Legal Work: A Verification Checklist for Firms
Generative AI can invent citations and facts. This checklist helps attorneys and staff verify AI-assisted work before it reaches a court or client.
Legal Ethics and Technology ComplianceRule 1.4 and Data Breaches: Telling Clients What Happened
After a breach, a firm must decide what to tell clients and when. Review what Rule 1.4 and ABA Formal Opinion 483 say and how to prepare in advance.
Managed IT for Law FirmsChoosing a Managed IT Provider for a Law Firm: A Buyer's Guide
Not every IT company understands legal work. Use this buyer's guide to compare service scope, security depth, contracts, references and response expectations.
Backup and Disaster Recovery for Law FirmsWhat a Law Firm Disaster Recovery Plan Should Actually Contain
A disaster recovery plan is more than a backup. Outline the contacts, priorities, recovery steps and communications your firm needs before an outage hits.
Wire Fraud and Email SecurityDMARC, SPF and DKIM Explained for Law Firm Administrators
Three DNS records help stop criminals from spoofing your firm's domain. Learn what SPF, DKIM and DMARC do and how to roll them out without breaking email.
AI and Emerging Technology for Law FirmsCan Staff Paste Client Names Into a Chatbot? An AI Confidentiality Q&A
A plain Q&A on what staff can and cannot put into AI tools, based on confidentiality duties and ABA Formal Opinion 512, with practical rules of thumb.
Practice Management TechnologyAutomating Client Intake Without Exposing Sensitive Information
Online intake forms and e-signature save time but collect sensitive data. Design intake workflows that stay efficient and still protect confidentiality.
Legal CybersecuritySecuring Laptops and Phones Your Attorneys Take Home
Attorneys work from courtrooms, kitchens and airports. These encryption, device management and policy steps keep client data safe when devices leave the office.
Backup and Disaster Recovery for Law FirmsThe 3-2-1 Backup Rule Explained for Small Law Firm Environments
The 3-2-1 rule is simple, but ransomware changed how to apply it. See how small law firms can build resilient, tested backups that actually restore.
Wire Fraud and Email SecurityWire Fraud Playbook for Real Estate and Closing Attorneys
Closings are prime targets for payment redirection scams. Review the controls, call-back steps and response plan that protect escrow and trust funds.
AI and Emerging Technology for Law FirmsVetting an AI Vendor: Questions to Ask Before You Sign Anything
Before any AI tool touches client files, ask where data goes, who can see it and whether it trains models. Use this vendor question list and evaluation process.
Practice Management TechnologyMoving Your Law Firm to Cloud Document Management Without Chaos
Migrating files to a cloud DMS is a project, not a switch flip. Use this planning guide for folder cleanup, permissions, cutover and training.
Legal CybersecurityTen Warning Signs a Law Firm Email Account Has Been Compromised
Early detection limits damage from a hijacked mailbox. Learn the signs administrators and staff should watch for and the steps to take in the first hour.
Cyber Insurance and Client Security QuestionnairesBuilding a Reusable Answer Library for Client Security Reviews
Corporate clients increasingly send security questionnaires. Build a reusable answer library so each one takes hours, not weeks, and your answers stay accurate.
Legal Ethics and Technology ComplianceRule 5.3 and Your IT Vendor: Supervising Nonlawyer Assistance
Model Rule 5.3 covers supervision of nonlawyer assistance, including outside IT providers. Learn what to put in contracts and how to oversee vendors reasonably.