I secure and document the Microsoft 365 environment small law firms run on, then automate the manual work that slows them down.
I start by securing and documenting your Microsoft 365 tenant against your confidentiality and data-handling duties. Once it is sound, I automate the manual work that slows the firm down.
MFA and conditional access, least-privilege permissions, email security, backup and recovery, and a written risk assessment mapped to your duties.
Matter aging reminders, intake routing, follow-up tasks, keyword email triggers, and daily briefings, built natively in Microsoft 365.
Bridge HubSpot CRM with Teams, SharePoint, and Outlook through Zapier. Tasks sync. Records update. Nothing falls through.
Replace spreadsheet sprawl with structured Microsoft Lists for time tracking, invoice tracking, and matter file storage inside Teams.
Draft replies, email summaries, and matter recaps, with a human review step before anything client-facing goes out.
Every engagement ends with documentation you own. No black-box automations. No dependency on me to keep the lights on.
One fixed-fee engagement that tells you exactly where your firm stands and what to fix first.
I review the Microsoft 365 environment your firm runs on and document where the risk is. You get a written report, not a sales call.
The same sequence on every engagement. Secure the foundation first. Build on it second.
I review your Microsoft 365 tenant against your confidentiality and data-handling duties. MFA, conditional access, sharing, mail flow, and account privilege all get checked.
I fix what the assessment finds. MFA and conditional access go on. Permissions drop to least privilege. Email gets anti-phishing and authentication controls.
I write down what changed and why. You get a risk report and a record you can hand to a client, an insurer, or the bar if asked.
I automate the manual work that slows the firm down. Matter reminders, intake routing, and follow-up tasks run inside Microsoft 365.
I keep the controls current. Patching, access reviews, and a monthly report. On-call when something breaks.
A fixed-fee review of your Microsoft 365 environment. Written risk findings, prioritized fixes, and a scoped remediation plan. Credited toward your first retainer month.
Book Your Security Assessment →A small firm carries a duty to protect client data under its bar rules on technology competence and confidentiality. I make that duty something you can show, not just claim. I take a limited number of firms at a time.
A one-page checklist of the controls every small firm on Microsoft 365 should have in place. The same items I check first in an assessment. Enter your email and I will send it.
No spam. One email with the checklist, and the occasional note on law-firm security. Unsubscribe anytime.