Every firm's technology needs differ, so we first shape scope around these four questions.
01. Matter-file access. Who may open which client records, and how are exceptions approved and reviewed? The answer shapes how many permission groups, approvals, and periodic access reviews your environment needs, and how much effort offboarding takes.
02. Remote work. Which devices do attorneys and staff use away from the office, and who owns them? Firm-managed laptops, personal phones, and home networks each need different controls, so the answer changes the remote-access setup and the support involved.
03. Third-party tools. Who manages your practice-management and e-discovery platforms: the vendor or your firm? Knowing who handles updates, logins, and integrations helps us see where we support, where we coordinate, and where the vendor steps in.
04. Continuity priorities. If your systems went down, what needs to come back first: calendaring, filing deadlines, communications, or critical records? Ranking these helps set the recovery order and backup needs, and shows how much planning your firm may need beyond the basics.