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Blog Archive – Page 4

May 7, 2026 – June 5, 2026 · page 4 of 12

AI and Emerging Technology for Law Firms

Writing a Generative AI Acceptable Use Policy for Your Firm

A short AI policy gives attorneys and staff clear boundaries. Here is an outline covering approved tools, confidentiality, review duties and client disclosure.

Practice Management Technology

Clio Permissions and Security Settings Every Firm Should Review

Practice management platforms hold your most sensitive data. Review these user role, sharing, authentication and audit settings in Clio or any similar system.

Legal Cybersecurity

Law Firm Password Policy: A Practical Outline You Can Adopt

Strong passwords, a password manager and multi-factor authentication work together. Here is a plain-English policy outline for law firm staff and attorneys.

Cyber Insurance and Client Security Questionnaires

How to Prepare Before the Cyber Insurance Application Arrives

Cyber insurance applications ask detailed technical questions. Learn which controls underwriters commonly ask about and how to answer accurately at renewal.

Legal Ethics and Technology Compliance

What ABA Comment 8 Means for Your Firm's Technology Habits

ABA Model Rule 1.1, Comment 8 ties competence to technology. Here is how firm administrators can turn that language into everyday, documented practices.

Managed IT for Law Firms

Budgeting for Law Firm IT: Where the Money Should Go

A practical framework for budgeting law firm IT: running costs, security, hardware cycles, projects and reserves, with questions to ask before approving spend.

Backup and Disaster Recovery for Law Firms

Why Ransomware Crews Hunt Backups First: Immutability Explained

Ransomware targets backups first. Learn what immutable backups are, how they differ from offline copies and what to ask your vendor before relying on them.

Legal Cybersecurity

Security Keys, Number Matching and SMS: Ranking MFA for Law Firms

Not all MFA is equal. Compare text codes, authenticator apps, number matching and security keys, and learn how to roll out stronger MFA across your law firm.

Cyber Insurance and Client Security Questionnaires

What Your Cyber Policy Covers for a Law Firm and Where Gaps Hide

Cyber policies vary widely. Review coverage for response costs, ransomware, funds-transfer fraud, business interruption and vendor failures before you need it.

Legal Ethics and Technology Compliance

ABA Formal Opinion 483: What Law Firms Must Consider After a Breach

A plain-English summary of ABA Formal Opinion 483 on lawyers' duties after a data breach, with a practical response checklist for firms. Confirm with your bar.

Managed IT for Law Firms

Help Desk Metrics a Law Firm Should Ask Its IT Provider to Report

Learn which help desk and security metrics a managing partner should request from an IT provider, and how to read them without getting lost in jargon.

Backup and Disaster Recovery for Law Firms

Microsoft 365 Backup for Law Firms: Why Retention Is Not a Backup

Many firms assume Microsoft 365 backs up their email and documents. Learn the difference between retention and backup, and what to add for real recovery.

Wire Fraud and Email Security

Mailbox Rules and Forwarding: The Quiet Sign of a Hacked Email Account

Attackers often hide in a compromised mailbox using forwarding and inbox rules. Learn how to spot them, audit your accounts and prevent the behavior.

AI and Emerging Technology for Law Firms

Deepfakes and Voice Cloning: A Risk Briefing for Law Firms

Voice cloning and deepfake video make impersonation scams more convincing. Learn how they could target a law firm and the procedures that still work.

Legal Ethics and Technology Compliance

Supervising Vendors and Nonlawyers: Rules 5.1 and 5.3 for IT Providers

Rules 5.1 and 5.3 address supervising lawyers and nonlawyers. Here is how firms can apply them to IT providers, cloud vendors and outsourced staff.

Managed IT for Law Firms

Joiners, Movers and Leavers: Account Lifecycle for Law Firm Staff

Use this onboarding and offboarding checklist to give new hires the right access fast and close every account, device and token when someone leaves.

Backup and Disaster Recovery for Law Firms

Disaster Recovery Planning for a Small Law Firm: A Simple Template

A short disaster recovery plan template for small law firms: priorities, roles, contacts, recovery steps and the court-deadline workarounds people forget.

Wire Fraud and Email Security

Stopping Spoofing of Your Law Firm's Domain with Email Authentication

Email authentication stops criminals from spoofing your firm's domain. Learn what SPF, DKIM and DMARC do and how to roll them out without breaking your email.

AI and Emerging Technology for Law Firms

AI Transcription and Meeting Notes: Confidentiality Questions to Ask

Meeting recorders and AI note-takers capture privileged conversations. Review the vendor, consent, storage and privilege questions before your firm adopts one.

Practice Management Technology

Building a Client Intake Workflow That Is Fast and Secure

Intake collects the most sensitive data a firm sees. Design an intake workflow with secure forms, e-signature, conflicts checks and clean handoffs.

Legal Cybersecurity

Ransomware Day One: An Incident Commander's Guide for Law Firms

A practical hour-by-hour guide to the first day of a ransomware incident at a law firm: containment, calls to make, evidence to keep and communication.

Backup and Disaster Recovery for Law Firms

Restore Drills: A Monthly, Quarterly and Annual Testing Schedule

A successful backup job does not prove you can recover. Use this step-by-step restore test to measure real recovery time and find problems before a crisis.

Wire Fraud and Email Security

Wire Transfer Controls for Law Firms: Roles, Approvals and Recall

A step-by-step callback procedure for verifying wire instructions at your law firm, with roles, red flags and what to do if a transfer is already sent.

AI and Emerging Technology for Law Firms

Microsoft Copilot in a Law Firm: Fix Permissions Before You Deploy

AI assistants search everything a user can already access. Clean up permissions and sensitivity labels before turning Copilot on at your law firm.

Practice Management Technology

Migrating to a New Practice Management System: A Planning Guide

Switching practice-management software touches every matter and every person. Use this guide to scope, secure and sequence a migration with less disruption.

Legal Cybersecurity

Why Law Firms Are Targets and What Attackers Want From You

Law firms hold client secrets, funds and deal information. Understand what attackers want, how they get in and which controls blunt the most common attacks.

Cyber Insurance and Client Security Questionnaires

Client Security Questionnaires as a Free Gap Analysis for Your Firm

Corporate clients now send long security questionnaires to their law firms. Learn how to answer accurately, reuse answers and avoid commitments you cannot keep.

Legal Ethics and Technology Compliance

Rule 1.6(c) and Reasonable Efforts to Protect Client Data

What ABA Model Rule 1.6(c) means by reasonable efforts, which factors the comments list, and how law firms can document practical safeguards.

AI and Emerging Technology for Law Firms

How to Write a Generative AI Use Policy for Your Law Firm

An outline for a practical generative AI policy: approved tools, data rules, verification, supervision, client disclosure and training under ABA Opinion 512.

Practice Management Technology

Security Settings to Check in Your Clio or Practice Management Tool

A checklist of security settings to review in cloud practice-management software: access roles, MFA, sharing links, audit logs, integrations and offboarding.