Law firms, CPA practices, and professional services firms hold some of the most valuable and sensitive data in any industry M&A strategies, litigation files, tax records, and financial plans. Attackers know exactly what you have.
ABA Model Rule 1.6(c) requires attorneys to make reasonable efforts to prevent unauthorized access to client information.
BEC attacks cost the legal industry over $2.9 billion in 2024. Attackers compromise a firm's email, monitor pending transactions, then impersonate attorneys to redirect wire transfers at closing. A single compromised inbox can cost a client everything.
Law firms and accounting practices are prime ransomware targets because they cannot operate without access to client files. Attackers understand that a firm under a deadline; a closing, a filing, a tax season will pay faster and pay more.
Document management platforms, e-discovery vendors, cloud storage, and client portals all carry privileged information. The 2025 MOVEit vulnerability hit law firms that had no knowledge their vendor was compromised until data appeared for sale.
Attorneys and staff leaving for competing firms routinely take client contact lists, case strategies, and matter files. Without data loss prevention controls, exfiltration happens silently often months before anyone notices.
Six modules built around the real-world vulnerabilities of professional services firms. Every finding manually validated and mapped to ABA Model Rule 1.6(c) reasonable safeguard standards and applicable regulatory requirements.
Take 5 minutes to cross-reference your current operations against a 9 question baseline hygiene checklist covering common physical vulnerabilities, digital blindspots, and operational compliance gaps.
We map your internet-facing systems from an attacker's perspective client portals, document management systems, email platforms, and any remote access tools used by attorneys and staff.
Credentialed scanning of workstations, file servers, and network infrastructure. Findings evaluated against ABA Model Rule 1.6(c) reasonable safeguard standards and FTC Safeguards Rule requirements.
Dark web intelligence to identify leaked attorney and staff credentials and any client data actively circulating before they are used to compromise your systems or impersonate your firm in a BEC attack.
We assess client portals, document management platforms, and email security controls for authentication flaws, privilege escalation, and the specific configurations that enable BEC and phishing attacks.
Server room access, workstation visibility, visitor management, document handling procedures, and after-hours access controls evaluated in person including shared office environments and multi-tenant buildings.
Executive summary for firm leadership plus a full technical report with remediation timelines and documentation demonstrating ABA Model Rule 1.6(c) reasonable safeguards and FTC Safeguards Rule compliance.
*This baseline check is informational only and does not substitute for a professional compliance audit.
We define scope and agree on timing that avoids court deadlines, closing schedules, and tax season peaks.
We map your digital footprint from the outside email, portals, cloud platforms, and any system holding client data.
Credentialed scans of your internal network, file servers, and workstations plus an on-site physical walkthrough.
Every finding reviewed. False positives removed. Real risks confirmed and mapped to your ethical and regulatory obligations.
Executive and technical report with a live debrief documentation ready to demonstrate reasonable safeguards to bar authorities or regulators.
ABA Model Rule 1.6(c) makes cybersecurity an ethical obligation. A breach does not just expose client data it can trigger malpractice claims, state bar disciplinary proceedings, and permanent reputational damage.
Larger firms hold more targets: M&A strategies, litigation secrets, IP filings, and financial records for institutional clients who demand documented security controls as a condition of engagement.
The FTC Safeguards Rule classifies tax preparation firms as financial institutions. You are required to implement a written information security program and report breaches involving 500+ customers within 30 days.
Investment advisors not registered with the SEC are directly covered by the FTC Safeguards Rule. Client financial plans, account data, and estate strategies are high-value targets requiring documented protection.
Consultants frequently hold confidential business plans, financial models, M&A due diligence, and proprietary operational data for clients in regulated industries all subject to contractual security obligations.
Payroll and HR firms hold Social Security numbers, banking information, and benefits data for every employee of every client. A single breach exposes not just your firm, but every organization that trusts you with their workforce.
Not sure if you need an assessment? That's exactly why this conversation exists. Tell us about your organization and we'll take it from there
