A breach at a professional firm doesn't just expose your data — it exposes your clients'. Your confidentiality obligations extend to how the file is stored, not only how it's discussed.
Tell us what practice management you run and where the friction is.
We won't sell your data or send you marketing you didn't ask for.
Law society rules across Canada require lawyers to safeguard client information, and that duty doesn't stop at the server room door. Storing privileged material on a system nobody has assessed is a professional risk, not just a technical one.
The same logic applies to accountants, consultants, and engineers under their own professional standards. What differs is the regulator; the exposure is identical.
Our Compliance ApproachInstitutional clients increasingly send security requirements with the engagement letter. Failing them doesn't cost you a negotiation — it costs you the panel place.
Typical requirements from institutional clients. Where you can't yet answer yes, we'll tell you which gaps actually block the engagement and which are lower priority.
A partner locked out of a document at 11pm before a filing is not a ticket. It's revenue and a deadline.
Clio, PCLaw, Amicus, CaseWare or your own — kept fast, patched, and backed up, with updates tested before they reach you.
Version control, matter-based structure, and full-text search that actually finds the document rather than forty near-matches.
Partners working from home, court, or a client site with the same access and the same controls as at the office.
Anti-impersonation, encrypted transmission where needed, and retention that meets your professional obligations.
Discovery volumes break consumer-grade storage. Capacity and performance planned for the largest matter, not the average one.
Ethical walls enforced technically, so a screened matter isn't visible to someone who shouldn't see it.
A closing has a known date, a known amount, and parties expecting wire instructions. For an attacker sitting in a mailbox, that's a scheduled opportunity.
A credential is phished or reused. The attacker reads quietly and learns your closing calendar.
Inbox rules hide replies. The attacker maps who instructs whom and how your emails read.
Wire details arrive amended, in the same thread, in the expected tone, at the expected hour.
Money moves through multiple accounts. Recovery after it clears is rare, and the claim follows.
Law society insurers have flagged this pattern for years. The technical controls that break it are unglamorous and cheap relative to the loss.
Email, VPN, practice management, document systems. The single control most client questionnaires now demand.
Devices, servers, backups, and transmission — so a lost laptop is a hardware loss, not a privilege problem.
Access scoped by matter and role, with ethical walls enforced in the system rather than by convention.
Who opened which file, when, from where. Essential if a client ever asks whether their file was exposed.
Credentials revoked the day someone leaves, across every system, with a record of prior access.
Backups verified by actually restoring them, including the large matter files that fail quietly.
NetFusion Designs has been very responsive and knowledgeable. Moving to the NetFusion Designs cloud was one of our best decisions for my business.
Generally yes, and most Canadian law societies have published guidance rather than prohibitions — the expectation is that you exercise due diligence on the provider, understand where data resides, and maintain confidentiality and access. We'll document the arrangement so you can evidence that diligence. The professional judgement remains yours.
Yes, and it's one of the most common reasons professional firms call us. We'll work through the questionnaire, tell you honestly which answers are currently 'no', and prioritise the gaps that actually block the engagement rather than trying to satisfy every line at once.
We support the environments Clio, PCLaw, Amicus, CaseWare and similar systems run in — performance, integration, backup, and access. We're not the software vendor, but we'll take the vendor call rather than leaving a partner to chase it between hearings.
It's the single highest-value risk for firms doing closings, and the controls that break it are cheap: MFA, alerting on inbox rules, verbal verification of any banking change on a previously known number, and dual authorisation above a threshold. We'd implement all four as a baseline.
Your professional obligations don't scale with headcount, and small firms are targeted precisely because controls are usually weaker while the client data is just as sensitive. The implementation is smaller; the baseline isn't optional.
Filing deadlines and closings don't respect office hours, so out-of-hours cover is scoped explicitly in the agreement rather than left vague. We'll be clear about what's included and what carries a call-out charge before you sign.
Tell us what your clients are asking for in their security requirements, or simply what keeps interrupting billable work. We'll be straight about what we'd change first.
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