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A law firm automation can sometimes run the same task twice. Learn how duplicate triggers, retries, record checks and reconciliation can help prevent duplicate work.
Expert advice and industry insights to help your law firm leverage technology for success.
Moving your law firm's phone system to Teams? Use this checklist to test call routing, transfers, voicemail, after-hours handling and number transfer before switching the main number.
Cloud use is already routine in legal practice. The ABA's 2024 Cloud Computing TechReport found that about 75% of surveyed attorneys were using cloud computing for work-related tasks. The reasons are familiar: people want access away from the office, reliable availability and better backup options. At the same time, security and confidentiality remained the leading concerns among respondents.
Law firms considering AI agents usually start by looking at what the technology can do. The great thing about an AI agent is that it does not have to manually hunt through five different places to find information. It can work across email, documents, calendars, matter folders and other systems the firm already uses. That is also where the access problem starts. Once an agent is connected to Microsoft 365, it may be able to reach far more information than the person setting it up expected, especially in firms where SharePoint sites, Teams folders and user permissions have accumulated over several years.
After a client call, an attorney asks an AI assistant to summarize the meeting and draft a follow-up email. Two minutes later, both are ready. The attorney then spends another fifteen minutes checking dates, assigning tasks, finding the right matter folder, and scheduling the next call.
For a law firm, the conversation about replacing Citrix rarely begins with someone saying, "We need a new virtual desktop platform." It usually begins with smaller complaints that have become familiar enough for people to stop treating them as unusual.
Most law firms do not replace their technology environment all at once. It grows around the law firm over time.
Law firms often push technology projects back because live client work leaves little room for disruption. Trial teams, deal teams, finance staff, and support staff may all be working against different deadlines, yet they depend on the same email, document, billing, and practice systems. That concern is valid, but it does not mean the law firm has to remain on ageing infrastructure. The safer approach is to treat modernization as a controlled transition built around the law firm's active workload.
Most law firms do not lose confidence in an IT provider after one awkward support call. It usually happens after the same problem returns, the explanation changes, and attorneys start keeping their own workarounds. People stop opening tickets because they already know the likely answer. Before renewing the contract or looking elsewhere, law firm leadership should ask questions that reveal how the technology is being managed.
A law firm rarely reviews its IT provider because everything is quiet. The question usually arises after a slow response during a filing day, an unclear security request, a new hire who needs access, or a partner who realizes that nobody can clearly explain the firm's backup arrangements.
A new practice can receive its first client email before its office routines are settled. One lawyer may buy a laptop, open a firm inbox, create a cloud folder, and send an engagement letter while also arranging insurance, billing, and banking. A law firm IT checklist for new firms keeps those early decisions orderly before documents and credentials are spread across personal accounts or informal folders. A small practice needs a workable technology base that can support confidential legal work from the first matter.
The person claiming to be IT support may be the cybersecurity incident. A receptionist is told that a technician has arrived to fix an attorney’s laptop before a filing deadline. The technician appears calm and says the visit will take only a few minutes. In an IT support impersonation attack on law firms, that ordinary moment is when verification matters, before someone reaches a device containing client correspondence, draft pleadings, settlement records, or billing information.
Your files may still open while your law firm is already under extortion. A law firm may discover a data-theft extortion incident in the middle of an ordinary workday. Attorneys may still be opening pleadings, reviewing settlement drafts, and sending emails while someone outside the firm already holds copied matter files and is preparing a demand for payment.
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