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Two decades of federal security engineering · Active Top Secret clearance
True Cloud AITRUE CLOUD AI

§ Law Firms

Protect client confidentiality across every system and vendor.

Law firms depend on cloud platforms, outside providers, and fast-moving workflows while carrying information clients cannot afford to have exposed. The work starts with understanding where that information travels and whether the controls around it hold up.

§ Priorities

Where security and operational risk meet

01

Client-confidential and privileged information across email, document systems, and cloud applications.

02

Technology vendors whose access and security practices become part of the firm’s risk.

03

Clear evidence of reasonable safeguards for clients, insurers, and professional obligations.

01 / Everyday work

Start with the work.
Follow the information.

The most useful security questions come from the way your organization actually operates.

  1. Workflow 01

    Opening a matter

    Client intake, identities, and access to matter files.

    Who approves access, and is it limited to the people working on the matter?

  2. Workflow 02

    Working with outside parties

    Documents shared with counsel, experts, and technology providers.

    Can you identify external access and remove it when the work ends?

  3. Workflow 03

    Closing a matter

    Retained documents, departing staff, and ongoing vendor access.

    Are access and retention decisions documented rather than left to habit?

02 / An example to consider

What could a
review uncover?

A matter closes, but a shared workspace still includes external collaborators.

Illustrative scenario. Not a client case study or a claimed result.

The review
Identify the workspace owner, review guest access, and agree which permissions should end.
The useful record
A dated access review and an owner for the next check—not an assumption that access was removed.

03 / Relevant solutions

Turn the questions into a plan.

Microsoft Secure WorkplaceA security-first foundation for the Microsoft tools, identities, and devices your business uses every day.Security & Compliance ReadinessA clearer view of your security controls, documentation, and readiness gaps.AI Governance Copilot SecurityPractical boundaries for AI use, sensitive information, and Copilot access across your business.

Before we talk.

Can you work alongside our IT provider?

A scoped review can complement existing IT support. We agree responsibilities and access with you before work begins; changing providers is not a prerequisite.

Is the Legal Data Shield Audit designed for our firm?

The published audit is scoped for law firms with 5–25 attorneys in DC, Maryland, and Northern Virginia. Review the audit page for the fee, scope, and limitations.

Start with a clear view of the systems and vendors that carry your risk.

Book the Audit

The published Legal Data Shield Audit is for law firms with 5–25 attorneys. For other organizations, scope, fit, and fees are confirmed directly before any work begins.