Yes. We support integration and administration of common legal DMS platforms. If you use a specialized platform, we coordinate directly with the vendor to ensure your infrastructure supports it reliably and securely.

Our access is limited to the infrastructure layer — servers, network, and endpoints. We do not access file contents as part of normal operations. When access is required for troubleshooting, it is logged, documented, and performed with the least privilege necessary.

With a clean, tested backup, recovery is possible — though disruptive. Without one, active case files, deadlines, and client communications could be permanently lost. We maintain encrypted, versioned backups specifically designed to recover individual files, not just entire systems.

Retention requirements vary by jurisdiction and matter type, but most state bars require a minimum of 5–7 years for closed matter files. Your backup solution must support that retention window and be able to restore specific files on demand — not just full system restores.

Yes, with proper configuration. Guest access settings must be carefully controlled, and your retention and communication policies must align with your jurisdiction's record-keeping requirements. We set this up correctly from the start.

Yes, when properly configured. Cloud platforms like Microsoft 365 offer strong security controls — but only if those controls are turned on and maintained. We configure your environment to restrict external sharing, enforce encryption, and log all access to sensitive files.

Email encryption and proper configuration of your email security gateway are essential. We also ensure your domain has SPF, DKIM, and DMARC records in place to prevent spoofing — a common attack vector used to impersonate attorneys in wire fraud schemes.

Only if those devices are managed, encrypted, and governed by your firm's security policies. Accessing privileged client data on an unmanaged personal device creates confidentiality risk and potential ethics exposure. We configure secure remote access that protects both your clients and your firm.

It is not explicitly mandated by bar rules, but it is the recognized standard for 'reasonable' security measures under attorney competence and confidentiality obligations. We enforce MFA on all systems we manage, including your email and document management platforms.

Yes. ABA Model Rule 1.6 requires attorneys to make reasonable efforts to prevent unauthorized disclosure of client information. Most state bar associations have adopted similar rules. A cybersecurity breach that exposes client data can result in disciplinary action, malpractice liability, and reputational damage.