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The secure legal practice checklist

By Softwerx [1]

The next reputational crisis facing law firms won’t start in a courtroom, it will start with a breach. Cyberattacks are no longer hypothetical, they are inevitable and law practices are being judged on far more than legal expertise alone.

When data and trust are your currencies, protecting them requires a clear understanding of threat exposure, regulatory obligations and client expectations. This checklist sets out 10 critical cybersecurity steps law firms should be taking.

1) Right-size cybersecurity

Cybersecurity is no longer only about trying to build an impenetrable wall. Regardless of spend, attackers will find a way in. The goal has shifted from prevention at all costs to intelligent risk management and the most important question is – how much damage would a breach cause?

Security investment should be directly proportional to risk. Start by defining your organisation’s attitude to risk then validate reality through a structured, forensic review. Only then can security priorities and spend be aligned effectively and defensibly.

2) Prove cyber resilience

Having an incident response plan on paper is no longer enough. Law firms must be able to demonstrate that their response processes are practical, rehearsed and capable of containing and recovering from a cyber incident within hours.

Incident response plans should be regularly tested. These tests expose gaps that paper policies alone never reveal. When response is rehearsed and recovery is proven, downtime shrinks, client disruption reduces and decisions become faster and more confident.

3) Identity control is the first line of defence

Microsoft [2] reports that more than 80% of breaches are linked to compromised identities, making weak authentication one of the fastest paths into a network.

Strong identity hygiene means being proactive. Multi-Factor Authentication (MFA) should be standard, not optional. Access must be tightly controlled with risky over-privileged users identified and corrected. A modern approach built on Zero Trust reduces breach exposure, limits lateral unauthorised network movement and protects data.

4) Secure every device

Modern endpoint security extends far beyond the office. Lawyers work across multiple devices, often on public or home networks that sit outside the corporate firewall. This expanded attack surface makes endpoint protection a critical control for confidentiality and business continuity.

Relying on traditional antivirus leaves law firms exposed. Modern threats demand advanced detection and response that can spot ransomware, stolen credentials and unusual activity early, wherever people are working. When endpoint security, device management and conditional access are aligned, firms can maintain strong protection.

5) Lockdown email and collaboration

Email and collaboration tools remain the most common entry point for attackers. Because these platforms sit at the centre of legal work, they must be protected with strong technology and informed staff.

User awareness training is important but it must be reinforced by robust security controls that operate continuously. Email and collaboration security should be able to detect and block phishing, malware and suspicious behaviour, supported by round-the-clock monitoring to surface unusual patterns and escalate risks early.

6) Build data governance

Client information is the lifeblood of a law firm and protecting it is non‑negotiable. Effective data governance ensures that information is labelled, managed and secured in line with GDPR and SRA standards, as well as insurer expectations.

Automatically classifying information and enforcing consistent controls based on classification helps law firms limit unnecessary sharing, prevent accidental disclosure and keep safeguards in place. When controls and culture reinforce each other, firms lower risk, support compliance and protect client trust.

7) Put guardrails around AI

Artificial intelligence (AI) does not automatically introduce new risks. It will, however, amplify those already present. Over-privileged accounts, poorly classified documents, unmanaged devices and remote access gaps become high-impact entry points when AI is layered on top.

Effective AI governance starts with sensible guardrails. Data must be correctly classified with access tightly controlled to prevent AI tools from exposing confidential information. For most law firms, this means clearly separating the use of private AI models from consumer generative AI tools and applying safeguards to both.

8) Reduce data sprawl

As law firms adopt cloud-based tools, data sprawl grows. Sensitive information spreads across apps, shared drives and collaboration spaces, creating blind spots for compliance and security. Uncontrolled access, shadow IT and poorly classified data increase exposure to breaches and regulatory risk.

Tackling data sprawl demands a disciplined, Zero Trust-led approach. Classifying information ensures safeguards remain in place as data moves across systems and cloud services. With effective data loss prevention, clear labelling and visibility into how information is shared, firms gain greater control.

9) Ensure continuous threat detection and response

Cyber threats don’t keep office hours. Incidents can escalate in minutes and response speed can determine impact. Law firms should strive for round-the-clock monitoring, containment and escalation capabilities. For most small to midmarket-scale organisations, building an internal 24×7 Security Operations Centre (SOC) is unrealistic.

The solution is ‘cybersecurity as a service’. A managed approach turns security from a capital expenditure into an operating expense-based model with predictable scalable costs and consistent response. Managed eXtended Detection and Response (XDR) services like ours deliver continuous 24x7x365 monitoring and automated containment to detect breach attempts and limit their impact quickly.

10) Build trust through demonstrable security

In legal services, security sits behind every client relationship. Regulators and insurers increasingly expect firms to demonstrate cyber hygiene, monitoring and response maturity through auditable reporting.

Policies alone are no longer enough. Law firms must be able to evidence how threats are detected, contained and responded to in real time. With the right monitoring, analytics and governance in place, firms can generate consistent, defensible proof of regulatory compliance.

And number 11 of 10 – Secure the front door too

Even the strongest cyber controls mean nothing if the front door is left open. Physical security and digital security are intrinsically linked, from smart cards used to access offices and log onto machines to tailgating through secure doors. Each moment creates an interface between people, systems and data that must be governed.

The message for legal leaders is clear. Resilience is no longer about buying more tools. It’s about optimising what firms already have, governing it properly and pairing it with continuous monitoring and response. The law practices that succeed will detect threats early, contain incidents professionally and maintain trust and continuity when pressure is highest.

For more guidance on building a secure legal practice with a lean in-house IT team, visit softwerx.com [1] or contact the team at info@softwerx.com