Encrypted devices
BitLocker / FileVault on every workstation and laptop. Separate admin accounts for partners.
Solo, small, and growing firms across DFW need the same client confidentiality posture as a 500-lawyer shop, without the budget. We set up the technology side of "reasonable efforts" — encryption, MFA, document retention, secure email — and document it so your compliance and malpractice posture is defensible.
ABA Model Rule 1.6(c) — and the Texas equivalent — requires lawyers to make "reasonable efforts" to protect client information. What that looks like in 2026 has shifted: encrypted laptops, MFA on every account, encrypted email for PHI/sensitive matters, segmented client-data networks, retention-aware backup, and documented vendor due diligence on cloud tools.
None of this is exotic. All of it is configurable in a week. The hard part is making it usable for a busy practice and documenting it so an ethics inquiry or malpractice carrier review goes smoothly.
Whatever your firm runs on — Clio, MyCase, Smokeball, PracticePanther, Filevine, CosmoLex — we make sure the network, the devices, and the email integration are stable around it. We don't pretend to be a Clio expert; we make sure Clio runs smoothly on infrastructure we configured.
BitLocker / FileVault on every workstation and laptop. Separate admin accounts for partners.
Remote-access VPN for attorneys working from court, client sites, or home offices.
Microsoft 365 message encryption for client correspondence with sensitive material.
File retention rules per state bar requirements, with legal-hold capability.
Network and device tuning around Clio, MyCase, Smokeball — whatever you run.
One-page security overview ready for ethics inquiries or malpractice carrier reviews.
We're not lawyers, but we know the technology side of ABA Model Rule 1.6 and the Texas Disciplinary Rules — the "reasonable efforts" duty around client confidentiality, the technology competence requirement under Rule 1.1, and what reasonable due diligence on cloud vendors looks like.
Yes — Clio, MyCase, Smokeball, PracticePanther, Rocket Matter, CosmoLex, Filevine. We focus on the network, devices, and security around the practice management software, not the application itself.
Yes. Microsoft 365 has built-in message encryption that meets the "reasonable efforts" bar for transmitting confidential client information. We configure it, train your team on when to use it, and document the workflow.
We help configure file retention per your state bar's rules (Texas: 5 years post-engagement minimum), set up legal-hold capable backups, and ensure email retention won't be the surprise the next time you face a discovery request.
Setup + Support and Full Managed IT plans include after-hours response. For a partner working a deadline, we won't make you wait until business hours to recover access to a file.