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Legal Tech Security & Compliance Review
Your firm’s tools should help you move faster, not open you up to risk. This engagement reviews your current software stack to ensure it meets basic legal tech standards for security, confidentiality, and ethical compliance.
If you're unsure whether your tools are HIPAA-compliant, where client data lives, or how secure your intake process is, we’ll help you get clarity and lower your exposure—before it becomes a problem.
What to Expect:
Tool-by-Tool Risk Review: We’ll assess the platforms your firm relies on including CMS, e-sign, document storage, messaging, and more against known privacy, security, and ethical risks.
Discussions with your Vendors: We’ll talk to each of your tech vendors and ensure compliance through facts, not just online research.
Compliance Checklist: You’ll receive a report on each tool’s data storage practices, access controls, encryption, third-party integrations, and security policies (where available).
Risk Rating & Recommendations: We’ll highlight red flags, gray areas, and best practices, with plain-English guidance on what’s okay, what’s risky, and what to replace.
Fixes & Safer Alternatives: You’ll get a list of low-effort improvements and more compliant alternatives to plug into your stack if needed.
Deliverables:
Tech Risk Review Summary (by platform)
Legal Tech Compliance Checklist
Risk Rating (Low / Moderate / High per tool)
Recommended Fixes & Tool Alternatives
Best Practices Tip Sheet
PDF Report and Video Walkthrough
Next Step After Purchase:
After checkout, you’ll receive a link to submit your tool list and schedule a quick kickoff call. We’ll review your current stack and return with a clear, plain-English report of where you stand and how to fix what’s risky.
The Details:
This engagement wraps in 1–2 weeks. All we need from you is a list of your tools and how you use them, we’ll handle the rest. You’ll leave with peace of mind (and fewer liability headaches).
This is ideal for firms who:
Aren’t sure if their tech is fully secure or compliant
Are using free or outdated tools with sensitive client data
Are preparing to scale and want to reduce liability
Don’t want to waste time talking to each of their vendors (we’ll do it!)
Want to sleep better knowing they’re not violating ethics rules
Limitations of this service: This is a high-level review by systems and cybersecurity experts, not a legal opinion or penetration test. It does not include:
Hands-on system testing or security audits
Review of firm-owned infrastructure (servers, firewalls, etc.)
Legal advice on data breach procedures or contracts
Implementation of cybersecurity tools
Bottom line? You can’t afford to guess when it comes to data security. We’ll help you tighten up your tech so it’s safe, ethical, and built for a law firm, not a startup.
Your firm’s tools should help you move faster, not open you up to risk. This engagement reviews your current software stack to ensure it meets basic legal tech standards for security, confidentiality, and ethical compliance.
If you're unsure whether your tools are HIPAA-compliant, where client data lives, or how secure your intake process is, we’ll help you get clarity and lower your exposure—before it becomes a problem.
What to Expect:
Tool-by-Tool Risk Review: We’ll assess the platforms your firm relies on including CMS, e-sign, document storage, messaging, and more against known privacy, security, and ethical risks.
Discussions with your Vendors: We’ll talk to each of your tech vendors and ensure compliance through facts, not just online research.
Compliance Checklist: You’ll receive a report on each tool’s data storage practices, access controls, encryption, third-party integrations, and security policies (where available).
Risk Rating & Recommendations: We’ll highlight red flags, gray areas, and best practices, with plain-English guidance on what’s okay, what’s risky, and what to replace.
Fixes & Safer Alternatives: You’ll get a list of low-effort improvements and more compliant alternatives to plug into your stack if needed.
Deliverables:
Tech Risk Review Summary (by platform)
Legal Tech Compliance Checklist
Risk Rating (Low / Moderate / High per tool)
Recommended Fixes & Tool Alternatives
Best Practices Tip Sheet
PDF Report and Video Walkthrough
Next Step After Purchase:
After checkout, you’ll receive a link to submit your tool list and schedule a quick kickoff call. We’ll review your current stack and return with a clear, plain-English report of where you stand and how to fix what’s risky.
The Details:
This engagement wraps in 1–2 weeks. All we need from you is a list of your tools and how you use them, we’ll handle the rest. You’ll leave with peace of mind (and fewer liability headaches).
This is ideal for firms who:
Aren’t sure if their tech is fully secure or compliant
Are using free or outdated tools with sensitive client data
Are preparing to scale and want to reduce liability
Don’t want to waste time talking to each of their vendors (we’ll do it!)
Want to sleep better knowing they’re not violating ethics rules
Limitations of this service: This is a high-level review by systems and cybersecurity experts, not a legal opinion or penetration test. It does not include:
Hands-on system testing or security audits
Review of firm-owned infrastructure (servers, firewalls, etc.)
Legal advice on data breach procedures or contracts
Implementation of cybersecurity tools
Bottom line? You can’t afford to guess when it comes to data security. We’ll help you tighten up your tech so it’s safe, ethical, and built for a law firm, not a startup.