Sector

IT support for UK law firms.

Case management (LEAP, Clio, Proclaim), secure document sharing, time tracking that integrates, and the regulatory compliance, SRA, GDPR, lawyer-client privilege, that actually has to be defensible.

Why law firm IT has to be tighter

Law firms hold high-value, highly regulated information for clients who expect, and the SRA increasingly requires, properly defensible IT controls. Lawyer-client privilege isn’t an abstraction; it’s a real obligation that has IT implications. Business email compromise targeted at law firms is a known, specific attack pattern. Conflicts of interest sometimes require information barriers that are robust, not aspirational.

The standard managed IT setup for a generic SMB doesn’t quite cut it. Law firms need the same fundamentals (Microsoft 365 properly configured, security genuinely tight, backup tested) plus a layer of specifically-designed controls, defensible audit trails, retention policies aligned to legal hold requirements, identity protection for partners, and the documentation that lets you point to evidence rather than describe what you do.

What my work for law firms typically covers

Case management integration. LEAP, Clio, Proclaim, the platforms themselves are mature, but the integration with Microsoft 365, with email, with document signing, and with time tracking is where most of the IT work sits.

Secure document exchange. SharePoint configured for client document libraries, with properly scoped guest access for client teams, audit logging, and Information Protection labels for the most sensitive content. Replacing the email-attachment-everywhere norm with a defensible, auditable system.

Email security at law-firm threat level. Properly configured authentication, Defender for Office 365 with the right policies, conditional access on partner accounts. Combined with documented procedural controls (verbal verification on bank-detail changes, separation of duties on completion funds), this is what stops business email compromise from landing.

Time recording and billing. Time captured in one place, integrated with case management and billing, with the friction stripped out enough that fee earners actually use it consistently. Most law firms have time-recording leakage that adds up to real revenue.

SRA-aligned controls and documentation. MFA, retention, audit, backup, identity, conditional access, implemented and documented in a way that holds up to a SRA review or to a major-client due diligence questionnaire. The work isn’t usually in whether the controls exist but in whether the evidence does.

Information barriers where required. SharePoint and M365 designed and implemented to support strict separation of teams or matters where conflicts of interest demand it, without making day-to-day work painful for the rest of the firm.

The IT pain points

Specific to law firms.

What I see most often when a sector firm switches to me. If you recognise more than one of these, we should probably talk.

Case management performance

LEAP, Clio, or Proclaim slowing down because the network, identity, or hosted environment underneath hasn't been properly maintained. Fee earners end the day with less actually done.

Client document exchange

Sensitive client documents being emailed as attachments, sometimes encrypted, sometimes not, with no consistent record. SRA and clients alike expect better.

Business email compromise

Spoofed-partner emails redirecting completion funds. Law firms are high-value BEC targets and the financial loss can be substantial. Most firms haven't configured email authentication tightly enough.

Time recording leakage

Time being recorded in three different places, case management, calendar, a personal spreadsheet, and reconciled monthly with errors. Real revenue lost in the gaps.

SRA and AML evidence

When the SRA or AML supervisor asks for evidence of IT controls, most firms can describe what they do verbally. Documentation that holds up in a review is rarer.

Information barriers

Conflicts of interest sometimes require strict information barriers between teams. SharePoint and M365 can support this properly, but it has to be designed that way.

Initiate are outstanding at what they do. I've never had to wait more than 5 minutes to have someone remotely connect to one of our machines to resolve an issue. We were in a position where a piece of our critical infrastructure had been comprised and needed assistance fast. I contacted Initiate after a peer recommended them, they were quick to act and had us back up and running in no time. If you want to speak to a client of theirs I'd be more than happy to talk you about their service.

Law Firms client

Critical infrastructure recovery

FAQ

Common law firms questions.

Do you support LEAP / Clio / Proclaim specifically?

For the IT layer underneath them, yes. The case management platforms themselves are vendor-supported; what trips law firms up is the surrounding integration (single sign-on, document storage, email integration, performance, hosting). That's where the IT work sits.

Can you handle SRA-aligned IT controls?

The IT-side requirements that follow from SRA expectations and from the more recent OFR-aligned guidance, yes. MFA, retention policies, audit logging, secure document handling, defined access controls, documented backup and DR. I can also help you produce the evidence you'd want to show in a Standard or Thematic Review.

How do you protect us against business email compromise?

Properly configured email authentication (SPF, DKIM, DMARC), Defender for Office 365 anti-phishing policies, conditional access on partner accounts, and procedural controls (verbal verification of any change to bank details, separation of duties on completion funds). The combination significantly reduces the success rate of these attacks.

Can SharePoint replace our document management system?

For some firms, yes, especially smaller ones. For larger firms or those with specialist DM requirements, the right answer is often to integrate SharePoint with the dedicated DM (LEAP, NetDocuments) so each does what it does best. We'd assess what fits.

How do you handle information barriers between teams?

SharePoint with carefully scoped permissions, Information Protection labels for content that needs strict handling, and Microsoft Purview controls where the requirements are stringent. For most firms, the underlying capability is already in your M365 licences; the work is in designing and implementing the policies properly.

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