Protecting client information involves more than securing a document-management application. Review how lawyers and staff create, share, download, print, and access records, particularly away from the office.
Map remote work and matter access
Identify approved devices, authentication, document locations, external sharing, lost-device procedures, and access changes when people join or leave a matter or the firm. Check administrative and support access as well as ordinary user permissions.
For remote employees, ask who maintains devices, monitors security events, and handles urgent access problems. A secure cloud platform does not automatically govern every local download or personal-device workflow.
Treat confidentiality and privilege carefully
Technical controls support confidentiality; they do not guarantee that legal privilege exists or can never be waived. Applicable professional duties, client agreements, court rules, and jurisdiction-specific requirements need qualified legal review.
When the firm uses generative AI, review confidentiality, human verification, and client communication as part of the workflow. ABA guidance discusses these duties, but does not replace the rules binding on a particular lawyer. [S17]
Evaluate the provider against real work
Describe your document-management system, practice applications, remote access, court-filing dependencies, and retention needs. Ask what the provider supports directly and how it works with application vendors. Request permission-based references or sanitized examples without exposing client or matter information.
Blue Tree Technology®'s legal-industry experience and application support should be demonstrated with approved evidence and written scope. Do not substitute a broad claim about serving law firms for a clear explanation of how your firm's work will be supported.