The systems your compliance runs on.
Every control your obligations depend on lives in your technology: who can sign in, which devices can reach client data, what is kept and for how long, and what AI tools can see. We configure and govern it, connect it to your practice management system, and keep it to standard.
Microsoft Partner · Clio Certified Partner · LEAP Partner · MYOB Partner
What we look after.
Microsoft 365 for law firms
Identity, devices, data protection and retention configured to what your obligations require, and change-controlled so it stays that way.
Microsoft 365 →Managed IT and devices
We govern the tenant. Your IT provider keeps the day-to-day support. Devices arrive registered, configured and covered by policy.
Managed IT and devices →Clio
Clio Certified Partner. Migration from LEAP or Actionstep, first-time implementation and ongoing support.
Clio →LEAP and other systems
Whatever practice management system you use, we connect it to Microsoft 365 so compliance and automation run as part of the matter.
Practice management systems →Partners
Microsoft, Clio, LEAP and MYOB, and the local IT providers we work with. What each partnership means for your firm.
Our partners →Cybersecurity baseline
Where technology meets your obligations: a review of the controls your insurer, clients and regulator expect to see.
Cybersecurity baseline →A policy is only as good as the system behind it.
Your obligations are met, or not, in configuration. A data protection policy means little if client files can be shared to any email address. A device policy means little if a personal laptop can sync the whole document library. We configure your systems to what your obligations require, and record what is configured so you can show it.
Every decision weighs two things: what the obligation requires, and how your firm needs to work. A control that gets in the way of fee earners gets worked around. One built into how the practice already runs gets used.
Not another app to buy.
What we build sits in your own Microsoft 365 tenant and connects to the practice management system you already use. Your tenant belongs to your firm, and your core Microsoft 365 data is stored in Australia.
AI tools see what your tenant lets them see. Setting that access is part of every technology engagement, before Copilot or any other tool is switched on.
Copilot for legal: a briefing for principals →Staff AI use →
Frequently asked questions
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No. We govern your Microsoft 365 tenant's security and compliance configuration. Your IT provider keeps the hands-on, day-to-day support. If you don't have one, we'll introduce you to one we work with. How the split works.
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No. We work with every practice management system, so your team keeps working where it works now. If you are thinking about a change, we're a Clio Certified Partner.
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Possibly. Most firms already pay for features they haven't switched on. Some need a higher plan to turn on the security and compliance features their obligations require. We tell you before any work starts.
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In your own Microsoft 365 tenant, with your core Microsoft 365 data stored in Australia. The workflows and records we build sit there too.
Find out where your systems stand.
A cybersecurity baseline review shows what is configured, what isn't, and what your obligations require.