FundingPractice management and document system work often qualifies for government funding — federal, and provincial depending on where you operate.What's available →
Boutique and mid-size law firms, notaries, paralegal practices, accounting and tax practices. Everywhere else, over-permissioned files are untidy. In a professional firm they're a conflict, a privilege problem, or a regulator's question.
Ask us if funding might be available.
Professional firms carry an obligation most small businesses don't: the requirement to demonstrate, not merely intend, that client information was accessible only to the people entitled to see it. That turns ordinary IT decisions — file permissions, email retention, who can search what — into questions with professional consequences, and it's the reason generic small-business setups sit poorly in a firm.
Ordinary access control asks which team you're on. A firm has to ask which matters you're on, which changes constantly, and which people must be walled off from — an ethical screen is only real if the system actually enforces it. Most off-the-shelf configurations can't express this without being set up deliberately for it.
A lateral hire brings a history. Running the conflict check before their access is provisioned rather than after is a small sequencing decision with a large consequence, and it's the sort of thing that gets skipped when onboarding is improvised.
Documents have to be kept for a defined period and, just as importantly, disposed of after it. Keeping everything forever is not a retention policy — it's a liability that compounds, and it's what a discovery request or a regulator finds.
Practice or matter management chosen and configured so permissions follow matters, with document storage structured to match. Time and billing connected to accounting. Where AI is used, it's constrained to what the individual user is already entitled to see — which is the whole question in a firm, and the one most AI rollouts get wrong. Onboarding is sequenced so the conflict check precedes access, and permission changes follow people as they move between matters rather than accumulating over a career. Offboarding closes access cleanly and preserves the record; payroll and benefits software run to schedule alongside it.
Practice-area pages that answer the question a prospective client is actually asking, with intake that routes to the right person and doesn't create a conflict problem before anyone has checked. Professional, quiet, and fast — the register your clients expect.
Yes, when the system supports it and it's configured deliberately from the start. We'll tell you plainly if your current setup can't express matter-level restriction without being rebuilt — that's a real finding and better heard early than during a complaint.
It goes before provisioning, not after. Their accounts, matter access and document permissions are only issued once the check clears. Sequencing costs nothing and removes an entire category of problem.
Only after permissions are correct — and that's the actual work, not the licence. An assistant that can summarise your document store will happily summarise a file the user was never entitled to open. We fix access control first, then scope what the tools can reach, then decide with you whether the remaining use is worth having. Sometimes it isn't.
We build and run what you specify. We're not your professional advisor on how long a particular record must be kept — that's a rule you or your regulator sets. What we do is make sure the system enforces it rather than relying on someone remembering.
Then keep them. We'd take software operations, identity and lifecycle, licensing and vendor coordination, and coordinate with them on the practice system. We'll say plainly if we think the overlap isn't worth paying for twice.
Who gets access, when, and who decides. That conversation surfaces most of what we'd want to change.
Ask us if funding might be available.