Opens in a new tab.
Start a conversation

Practical resources

Know where your firm stands in 30 minutes

A free checklist for small New York law firms: email, sign in, remote access, closings, backups, AI use, and proof for clients and insurers.

What you will check

  • Email and sign in, including whether your domain is protected from spoofing.
  • Calls, remote access, and visitors, built around the fake IT help desk scheme the FBI has warned law firms about.
  • Wire instructions and closings, devices, backups, vendors, AI use, and what you can show clients and insurers.

Allow about 30 minutes with your office manager or IT contact. The checklist helps you find gaps; it does not verify your systems, and it is not legal advice.

Get this resource

Get the Client File Security Checklist

A free, 6 page checklist for law firms. Download it now, or request an emailed copy.

Download PDF

Email me a copy

We use these details to send your requested PDF. This does not subscribe you to marketing emails. Privacy Policy.

Ready when you are.

A free 30 minute Technology Readiness Review. No system access needed.

Start a conversation(516) 855-5353

This site uses Google Analytics, through Google Site Kit, to count visits and see which pages are useful. Google sets cookies to do this. Your light or dark display choice is saved in this browser only. No ads run on this site.

To opt out of Google Analytics in supported browsers, install Google's opt out browser add on (external site).

Read the Privacy Policy