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Law Firm Technology

Technology Assessment Checklist.

Ten questions that reveal where your firm's technology environment has gaps — in attorney productivity, data security, operations, and cyber insurance readiness.

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0 / 10
Check each item that applies to your firm. Any "No" or "Not Sure" answers represent gaps worth investigating — in attorney productivity, data security, or compliance readiness.
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Attorney Productivity

✓
Attorneys rarely lose time because of technology problems.
Slow computers, frozen applications, Wi-Fi drops, and printer issues are the exception — not a routine part of every workday. If attorneys have adapted their habits around recurring technology friction, that friction is costing billable time.
✓
Outlook works consistently without freezing or slowdowns.
Outlook should open in seconds and remain responsive throughout the day. If attorneys regularly wait for Outlook to load, restart it mid-morning, or work around its limitations, there is an underlying configuration or hardware issue that needs to be diagnosed.
✓
Wi-Fi is reliable throughout the office.
Every attorney should have consistent, reliable Wi-Fi at their desk and in conference rooms. Dropped Teams calls, slow file access, and spotty coverage in certain areas of the office are symptoms of a network that has not been properly designed or maintained.
🔐

Data Security & Compliance

✓
Client files are backed up and recoverable.
Backups should be automatic, tested regularly, and stored in a way that survives ransomware — meaning they cannot be encrypted or deleted by a threat actor who gains access to your network. "We have backups" and "we have verified, recoverable backups" are very different things.
✓
Multi-factor authentication is enabled across the firm.
MFA is now a standard requirement for most cyber insurance policies and a baseline expectation from corporate clients. It should be enabled on Microsoft 365, remote access, and any other system accessible from outside the office — with no exceptions for senior attorneys or administrators.
✓
Cyber insurance requirements are documented and met.
Many firms discover gaps in their security controls only when renewal paperwork arrives. Your insurer has specific technical requirements — MFA, endpoint protection, backup practices, administrative access controls — and failing to meet them can void your coverage in the event of a claim.
🏢

Day-to-Day Operations

✓
Remote work functions smoothly for attorneys and staff.
Remote attorneys should have the same reliable access to files, applications, and communication tools they would have in the office — without VPN failures, slow file access, or application performance problems that do not occur on-site.
✓
New employees can be onboarded quickly and securely.
A new hire should be set up with all necessary accounts, applications, and access in a matter of hours — not days. Slow onboarding signals that your firm lacks documented processes and a properly managed technology environment, and it delays the new employee's ability to be productive.
🗺️

Strategy & Planning

✓
Technology projects stay on schedule and on budget.
Software migrations, hardware refreshes, and security upgrades that drag past deadlines and overrun budgets are a sign that your technology management lacks structure. A well-managed environment has planned projects with clear timelines, predictable costs, and defined outcomes.
✓
You know your technology roadmap for the next three years.
Technology decisions made reactively — replacing equipment only when it fails, upgrading software only when the current version stops working — are almost always more expensive than planned investments. A three-year roadmap lets you budget accurately, avoid surprises, and make decisions based on strategy rather than crisis.

What Your Score Means

9 – 10 Yes

Strong Technology Foundation

Your firm has most of the fundamentals in place. A technology assessment can help identify any remaining gaps, confirm your cyber insurance readiness, and develop a forward-looking roadmap to keep things running well as your firm grows.

6 – 8 Yes

Room For Improvement

Your firm has some solid practices in place, but there are meaningful gaps that represent real risk — to attorney productivity, client data security, or insurance coverage. A focused assessment will help prioritize which gaps to address first and what it would take to close them.

5 or Fewer Yes

Your Firm Would Benefit From a Technology Assessment

Multiple gaps in your technology environment are likely costing your firm in ways that are difficult to see — lost billable time, security exposure, compliance risk, or all three. A complimentary assessment will give you a clear picture of where you stand and a practical plan for getting to where you need to be.