Legal IT Solutions
Law Firm IT • Cybersecurity • Microsoft 365 for Legal
Legal IT Solutions
Technology Sandbox helps firms modernize securely—matter-centric collaboration,
ethical walls, retention & legal hold, and endpoint/network hardening—so attorneys can work
anywhere without compromising client confidentiality.
- Confidentiality first: least-privilege, ethical walls, secure sharing
- M365 for legal: retention, legal hold, sensitivity labels
- DMS-aware: iManage / NetDocuments coordination
- Regional on-site: NY • NJ • CT • FL (partners beyond)
Common scenarios we fix
- Shadow IT & ad-hoc sharing that risks confidentiality or privilege
- Inconsistent MFA/SSO across DMS, portals, and Microsoft 365
- Metadata leaks (track changes, comments) in outbound filings
- Slow VPN/remote work and cluttered file shares (no matter structure)
- Retention chaos: no clear legal hold or defensible deletion
What we deliver
Matter-centric Collaboration
- Folder & permission models by practice group / matter
- Ethical walls & need-to-know access (conflict screens)
- External sharing with time-boxed links & OTP
- Client/matter workspace standards in DMS or SharePoint
Secure Productivity
- Metadata scrubbing & safe-send policies (DLP)
- Email auth (SPF/DKIM/DMARC) & impersonation defense
- Endpoint hardening: EDR/XDR, encryption, device health
- Backup & recovery with tested restores (3-2-1-1-0)
Practice Tools Integration
- DMS (iManage / NetDocuments) coordination & cutovers
- Practice management & time/billing SSO (e.g., Clio, others)
- eSign & client portals with policy guardrails
- Search & eDiscovery enablement within Microsoft 365
Microsoft 365 for Legal
- Sensitivity labels (client-confidential, internal, public) with encryption
- Retention & legal hold: mailbox/sites, defensible deletion, discovery
- Conditional Access: require MFA, device health, location risk
- Safe sharing: one-time passcode links, disable download for guests
- Insider risk: alerting on unusual exfiltration patterns
Security & compliance
- Duty of confidentiality & competence alignment (ABA Model Rules 1.1 & 1.6)
- Role-based access, joiner/mover/leaver automation, privileged access controls
- Logging, audit trails, change control, and executive reporting
- Cyber insurance & client security questionnaire support
- Framework mapping where relevant: SOC 2, ISO 27001, HIPAA for related matters
Packages (examples)
| Plan | Best for | Highlights |
|---|---|---|
| Foundation | Boutique firms needing essentials |
Help desk EDR & patch MFA baseline Backup verify |
| Firm+ | Growing firms & higher stakes matters |
Ethical walls DLP/safe send Retention & hold QBRs |
| Regulated | Large or highly sensitive practices |
vCISO SIEM (add-on) Tabletops External sharing controls |
Expected outcomes
- Fewer incidents via standards, MFA, and DLP guardrails
- Faster matters with clean, matter-centric workspaces
- Audit-ready logs, access reviews, and change records
- Confident sharing with clients, experts, and co-counsel
What we don’t do (and what competitors often include)
We’re transparent so you can choose the right fit. Some items are available via partners.
| Capability | Technology Sandbox | Notes / Typical Providers |
|---|---|---|
| eDiscovery processing/hosting & managed review | Via partners | Relativity/Reveal/cloud eDiscovery providers and review partners. |
| Custom legal app development (bespoke software) | Not offered | Boutique dev shops or vendor professional services. |
| In-house 24×7 SOC with proprietary SIEM | Via partners | Larger MSSPs operate their own SOC platforms. |
| Nationwide same-day on-site in base price | Regional; broader via partners | National MSPs may bundle this in higher-tier plans. |
| Litigation forensics lab & expert testimony | Via partners | Digital forensics firms and expert witnesses. |
Legal IT FAQs
Do you support iManage or NetDocuments?
Yes. We coordinate with your DMS partner for migrations, SSO, and client/matter workspace standards.
Can you prevent metadata leaks?
We enable metadata scrubbing tools and DLP policies, add safe-send prompts, and train users on best practices.
How do you handle legal holds?
We configure retention & legal hold in Microsoft 365 and document defensible deletion policies.
Will you sign client security questionnaires and NDAs?
Yes. We support client diligence with documented controls, reports, and signed agreements as required.
Get started
Share your practice areas, DMS, and current security requirements. We’ll outline a practical 90-day plan.
Related services:
IT & Security Consulting •
Managed IT •
Technology Support •
Network Services
