Managed IT for Law Firms

PTG provides managed IT for law firms with compliance-first controls, industry-specific platform expertise, and evidence-backed security programs for law firms in Orlando and Central Florida.

Why law firms need specialized IT

The confidentiality obligations that govern the practice of law extend directly to how a firm handles technology. The ABA Model Rules of Professional Conduct — adopted in some form by every U.S. state — require lawyers to take "reasonable efforts" to protect client information from unauthorized disclosure. In 2012 the ABA amended Rule 1.1 to explicitly include competence with the technology a lawyer uses. In 2018 Formal Opinion 483 extended those obligations to include cybersecurity practices, breach response, and vendor management.

A law firm that ignores technology risk is not only exposed to ransomware, wire fraud, and client data theft — it is potentially violating its professional responsibility obligations. Insurance carriers, corporate clients, and courts increasingly ask firms to attest to specific cybersecurity practices before granting access to sensitive matter data.

Perez Technology Group serves solo practitioners through multi-office firms of 100+ attorneys across Orlando and Central Florida. Every engagement is built around the confidentiality expectations of the practice of law.

What is included in law firm managed IT

PTG's law firm managed IT program covers the full technology stack a modern firm depends on:

• Document and matter security — encrypted document management with per-matter access controls, ethical walls for conflicted matters, and audit trails on document access
• Case management platform support — Clio, MyCase, PracticePanther, Smokeball, TimeSolv, LEAP, Actionstep, iManage, NetDocuments
• Email security with anti-phishing and wire fraud protection — a major cause of loss for law firms is fraudulent wire instructions embedded in a spoofed client email chain
• Endpoint security with EDR on every device including remote and travel laptops
• Identity security — MFA on every account with conditional access and privileged access management
• Backup and disaster recovery — immutable backups with 90-day retention for matter files
• Client outside counsel guidelines — help meeting corporate client cybersecurity attestation requirements
• Breach response — 72-hour incident response playbook with attorney-client privileged forensic engagement
• Trust account IT security — separation of duties, audit logging, and multi-approval workflows for IOLTA-connected systems

Rules of Professional Conduct and technology competence

ABA Model Rule 1.1 Comment 8, adopted in some form by 40+ states including Florida, requires a lawyer to keep abreast of "the benefits and risks associated with relevant technology." That is not an aspiration — it is a duty. When a firm suffers a data breach that a reasonable security program would have prevented, disciplinary complaints and malpractice claims can follow.

PTG helps firms document the reasonable security program they have in place. We produce a written information security program aligned with the ABA Cybersecurity Handbook, ILTA guidelines, and specific state bar guidance. If a matter goes sideways and a client or regulator questions the firm's security posture, the firm has evidence of the program that was operating at the time.

Real-world law firm IT scenarios PTG handles

Wire fraud attempt on a real estate closing

Attacker compromises a client's email, waits weeks, and injects fraudulent wire instructions the day before closing. PTG configures Microsoft 365 email security with impersonation protection, out-of-band verification workflows, and staff training that intercepts these attacks before wires go out.

Ransomware on a document management system

Ransomware encrypts iManage or NetDocuments repositories. PTG's response: isolate, restore from immutable backup, preserve forensic evidence under privilege, and produce a report for the firm's insurance carrier and any affected clients whose outside counsel guidelines require notification.

Corporate client cybersecurity questionnaire

A Fortune 500 client sends the firm a 200-question cybersecurity attestation as a condition of continued engagement. PTG has completed dozens of these questionnaires. We produce answers backed by real evidence, not fabricated attestations, and coordinate with the firm's General Counsel or Managing Partner on responses.

Departing attorney taking client files

A partner leaves and the firm needs to confirm what matters and documents the attorney accessed in the 90 days before departure. PTG's audit logging captures this evidence; without it, the firm has no way to know what left with the departing attorney.

Pricing and engagement models

PTG law firm managed IT typically runs $175-$300 per user per month depending on:

• Number of attorneys and support staff
• Case management and document management platforms in use
• Whether the firm has trust accounts, IOLTA, or trust accounting IT scope
• Corporate client outside counsel guidelines compliance requirements
• Multi-office or remote work scope

We offer a free 60-minute IT resilience assessment specifically for law firms. The assessment covers your document management, email security, backup posture, and outside counsel guideline gaps. Contact PTG to schedule.

How PTG compares to generic MSPs