Managed IT for Calgary law firms — built around confidentiality, compliance, and matter file security

Law Society of Alberta compliance. Matter file access controls. MFA on every account. A helpdesk that understands you can’t have downtime during a transaction.

Most IT providers manage law firms like any other office. That’s a problem.

Law firms handle privileged information daily. Client files, financial data, settlement negotiations, and confidential instructions all flow through your IT systems. The Law Society of Alberta’s code of professional conduct requires lawyers to hold client information in strict confidence — and that obligation extends to how your IT infrastructure is designed, who can access what, and what happens when a staff member leaves.

A generic managed IT provider will set up your computers, manage your Microsoft 365 subscription, and fix things when they break. That’s not enough for a law firm. You need an IT partner who understands matter file access controls, the data security implications of bringing in a lateral hire, the risk of a departing lawyer taking client files, and the specific IT requirements that Calgary’s energy and financial clients now impose on their legal advisors.

We manage IT for Calgary law firms ranging from boutique practices to multi-partner firms. Our environments are designed around confidentiality from the start — not patched onto a generic office IT setup after the fact.

If any of this sounds familiar, it’s time to talk

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“We’re not sure who has access to which client files. We never set it up properly.”

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“A major energy client is asking us to fill out a security questionnaire and we don’t have the answers.”

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“A lawyer left six months ago and we’re not confident their access was fully removed.”

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“Our IT company is reactive. They fix things when they break but nobody is watching anything.”

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“We email matter files as attachments. We know it’s not best practice but we don’t know what else to do.”

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“Lawyers access files on personal devices and we have no visibility into whether those devices are secure.”

IT built around confidentiality, compliance, and continuity

Matter file access controls

We implement SharePoint and OneDrive permissions so matter files are accessible only to the assigned team. Access is controlled by matter, not by seniority. When a file is no longer active, access is revoked. Every file access is logged and auditable.

Lawyer and staff offboarding

When a lawyer or staff member leaves, we terminate all access — Microsoft 365, matter management software, email, remote access, and any connected devices — immediately and completely. We provide an offboarding report documenting what was done and when. No lingering credentials.

MFA and identity security

Multi-factor authentication on every account, every application, every time. For admin accounts, hardware key authentication. Conditional Access policies that block access from unmanaged devices and unusual locations. A stolen password alone cannot compromise a client file.

Encrypted email and secure file sharing

We configure Microsoft 365 sensitivity labels so matter files are automatically classified and protected. For external sharing, we implement SharePoint-based secure portals with expiration dates, access logging, and no-download options. Emailing matter files as unsecured attachments becomes a thing of the past.

Client security questionnaire support

Calgary law firms serving energy companies, financial institutions, and large corporations increasingly receive IT vendor security questionnaires from their clients. We document your security controls and maintain an up-to-date controls register so when the questionnaire arrives, your team can answer it accurately without scrambling.

Practice management system integration

We support Clio, PCLaw, Cosmolex, and LEAP. We integrate your practice management software with Microsoft 365 so authentication, device management, and security policies cover your entire environment — including third-party legal applications — without gaps.

Law Society of Alberta

Your IT infrastructure is part of your professional conduct obligations

The Law Society’s code of professional conduct requires strict confidentiality of client information. That extends to your IT systems, cloud providers, and the MSP that manages them. If a breach occurs, you have an obligation to notify affected clients — and you can only do that if you have the monitoring in place to know a breach happened.

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Common questions from Calgary law firms

Yes. The Law Society of Alberta’s code of professional conduct requires lawyers to hold client information in strict confidence, and that obligation extends to your IT infrastructure. We design Calgary law firm IT environments with matter file access controls, encrypted storage, MFA on every account, and audit logging that documents who accessed what and when. We maintain this documentation so your firm can respond accurately to a Law Society inquiry or client security questionnaire.
We implement role-based access controls in Microsoft 365 so matter files are only accessible to the assigned team — not every person in the firm. Files are encrypted at rest and in transit. When a lawyer or staff member leaves, their access is terminated immediately and completely, with a documented offboarding report. Every file access is logged and auditable.
Yes. Many Calgary law firms serve major energy companies and financial institutions that conduct IT vendor due diligence before awarding or renewing legal mandates. These clients send security questionnaires asking about MFA, encryption, vulnerability management, incident response, and security awareness training. We build and document the controls your firm needs to answer these questionnaires accurately — and to pass them.
We support Clio, PCLaw, Cosmolex, and LEAP. We integrate your practice management software with your Microsoft 365 environment and ensure that authentication, device management, and security policies cover your entire environment — including third-party legal applications — without creating gaps.
When a lawyer leaves, we terminate all access immediately: Microsoft 365, email, practice management software, remote access, and any connected personal devices through MDM policy removal. We provide a documented offboarding report within 24 hours. For lateral hires, we provision access scoped to their assigned matters within hours of their start date.
We complete law firm onboarding in under two weeks without disrupting your practice. Week one: IT assessment, security gap review, and matter file access audit. Week two: MFA rollout, endpoint protection, backup deployment, and helpdesk transition. You get a dedicated account contact who understands law firm operations — not a ticket queue.

Ready to secure your Calgary law firm’s IT?

Book a free IT assessment and get a clear picture of your current risks, matter file access gaps, and what Law Society compliance actually requires from your IT setup.

Book Your Free Assessment