How familiar is your team with ABA Model Rule 1.6 and technology-competence duties?
We're familiar with the basics — Rule 1.6 is the duty of confidentiality, Rule 1.1 Comment 8 adds a duty of technology competence, and Arkansas has adopted parallel language. We're not your ethics counsel and we're not a legal-IT consultancy that interprets bar opinions. What we are is the IT and security team that works alongside your firm's ethics counsel or professional-responsibility lead — we own the technical safeguards (encrypted email, MFA, access controls, audit logging, off-site backup, endpoint protection) that those professionals need to be in place; they own the ethics interpretation and the bar communication.
How do you protect against IOLTA and closing-wire fraud?
Wire fraud against real-estate closings, escrow accounts, and IOLTA accounts is one of the largest documented loss categories for law firms in the U.S. — and it almost always starts with a spoofed email from "the seller", "the title company", or "the wiring instructions update". Our defenses are layered: business email compromise (BEC) detection on inbound mail, callback verification protocols for any wire-instruction change, dual-control approval workflows for outgoing wires, behavioral baselining on the operations team's email, and tabletop drills so your closing team knows what a fraudulent wire-instruction update looks like before it's an actual loss event.
What document management systems have you supported?
On the IT and security side: NetDocuments, iManage, Worldox, SharePoint-based DMS deployments, and traditional file-server document management for smaller firms. We don't replace your DMS vendor's implementation team — we work alongside them on the IT plumbing: identity federation and single sign-on, MFA enrollment, access controls scoped to matter or client, off-site backup integration, retention policy enforcement, and the audit logging your professional-responsibility review expects to see.
How do you handle e-discovery preservation requests?
On the IT side: when your litigation team or e-discovery vendor identifies the scope, we work with them to implement technical legal holds on the email and document systems (freezing retention so nothing rolls off, logging preservation actions for the audit trail). We're not the e-discovery vendor, we're not your litigation-support team, and we don't make calls on FRCP preservation scope or good-faith determinations — those belong to your e-discovery counsel. We're the technical operators making sure the data is intact when those professionals need it.
What's your role if we have a confirmed or suspected breach of client data?
We're the technical first-responders. On suspected breach: contain the scope (isolate affected systems, preserve forensic evidence, change credentials), identify what client matters and data were accessed and by whom, document the timeline, and provide the technical record your firm's ethics counsel and outside breach counsel need. We don't make the ethics or legal call — that's your firm's ethics counsel, your professional-responsibility leadership, and outside breach counsel — but we make sure they have what they need to make those calls accurately.
Do you provide law-firm-specific staff training and phishing simulations?
Yes. Generic phishing-simulation content (fake Microsoft password resets, fake DocuSign requests) catches some attacks but misses the law-firm-specific ones: fake wiring-instruction updates on real-estate closings, fake client emergency requests, fake opposing-counsel document deliveries, fake court-filing notifications. We build phishing simulations around the scenarios your firm actually sees, document training records for the audit trail, and report measurable improvement in your team's detection rate over time.
What about firms that handle medical or financial-services clients (HIPAA and GLBA overlay)?
Many of our law-firm clients have layered compliance obligations. A firm representing medical practices picks up HIPAA Business Associate obligations on any matter involving PHI. A firm representing financial-services clients picks up GLBA Safeguards Rule obligations. A firm doing IRS Tax Court work picks up IRS Publication 4557 obligations. We build the security program around the strictest applicable framework, then map it down to satisfy the others — so you're not stacking three contradictory compliance programs.
How are you different from a legal-IT consultancy?
Most legal-IT consultancies deliver a written assessment and an invoice, then leave you to find an MSP to actually implement and operate the controls. We're the operator — we do the IT and security work day-to-day, alongside whatever legal-IT consultancy or ethics counsel your firm uses for the professional-responsibility interpretation. Plus we're locally based in Arkansas with same-day on-site response across 10 counties, not a national consultancy billing $300+/hour out of a different time zone.