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Protect client privilege with provable security

Attorney-client privilege means nothing without proper data protection. Document your security posture before regulators—or clients—ask.

10 weeks
Avg. to SOC 2 ready
3 hours
Questionnaire response
12
Core policies included

Need advisory alongside the platform? See vCISO services →

What defensible looks like

Evidence you can hand a corporate GC — and the malpractice carrier who asks “what did you actually have in place?”

Not a binder your risk partner rebuilds the night before the outside-counsel review. Not a PDF pulled from your DMS at 11pm. A living record your firm administrator, your ethics counsel, and the client’s cyber team all read from the same view — the same view that answers a Fortune 500 client’s vendor cyber assessment without a fire drill.

ABA Compliance Status
Compliant
All 12 required policies documented
Client Data Protection PolicyABA Rule 1.6 compliant
Incident Response PlanFormal Op. 483 disclosure-ready
Access Control DocumentationMatter-level segregation defined
Data Retention PolicyPer-matter retention schedule
Matter-level data segregation, proven

Client-matter access boundaries pulled from iManage / NetDocuments / M365 — not a memo saying you have them. Conflicts-check plumbing wired to the same source of truth, extended to the matter-adjacent AI tools your associates now touch.

ABA Formal Opinion 483 — ready to disclose

The incident-response playbook, the client-notification decision tree, the timeline evidence. Ready before the breach, not authored during one — and reusable when a corporate client asks you to prove SOC 2 audit-readiness.

Ediscovery-adjacent evidence controls

Per-matter retention, litigation-hold status, chain-of-custody trails on client materials — the same controls a corporate client’s ediscovery team wants to see documented, and the exact evidence-of-controls package when an M&A deal requires it.

Getting here without a $150K Big Law cyber engagement starts with unblocking the three things every managing partner hits first.

The problem

Privilege protection requires more than good intentions

Your ethical duty to protect client data has never been more demanding—or more scrutinized.

Attorney-client privilege at risk

Every email, every document, every communication is privileged. A data breach doesn't just hurt—it could end careers and invite malpractice claims.

Bar associations are watching

ABA Model Rules require 'reasonable efforts' to protect client data. What does 'reasonable' mean without documented security policies?

Corporate clients demand compliance

Your Fortune 500 clients are SOC 2 certified. They expect their outside counsel to meet similar standards—or they'll find firms that do.

The solution

Enterprise security for boutique firms

The same protections AmLaw 100 firms deploy—without the AmLaw 100 budget.

2 hoursto full assessment

Gap analysis for your practice

Understand exactly where your firm stands before making compliance commitments. Map your current state against SOC 2, NIST CSF, or ISO 27001—then get a prioritized remediation roadmap.

  • Current state assessment
  • Prioritized remediation plan
  • Effort estimates per control
12core policies included

Policies that satisfy ethics requirements

Generate comprehensive security policies that demonstrate 'reasonable efforts' under ABA Model Rules. Defensible documentation if questions ever arise.

  • ABA-aligned policy templates
  • Incident response procedures
  • Data retention documentation
3 hoursavg. response time

Client security questionnaires handled

Corporate clients send vendor security assessments. Respond professionally in hours, not days. Win the engagement while competitors scramble.

  • AI-powered questionnaire completion
  • Evidence automatically attached
  • Export in required formats
1-clickevidence export

Audit packs for outside counsel reviews

When corporate clients conduct outside counsel security reviews, generate comprehensive evidence packages instantly. All policies, controls, and compliance artifacts organized for their legal team.

  • Pre-organized evidence bundles
  • SOC 2 & NIST CSF mapping
  • Client-ready formatting
300+ hrssaved annually

Automated evidence gathering

Stop chasing screenshots and exports. Our platform continuously collects compliance evidence from your systems, so you're always audit-ready without the manual overhead.

  • 50+ native integrations
  • Continuous evidence collection
  • Audit-ready documentation
1-clickdue diligence package

Investor data rooms & M&A due diligence

Whether your firm is being acquired, merging with another practice, or advising clients on transactions, generate complete security documentation packages for due diligence in minutes.

  • M&A-ready security reports
  • Investor data room exports
  • Transaction advisory support
Accept vs.mitigate guidance

Risk analysis & remediation guidance

Understand your security risks with clear accept vs. mitigate guidance. Make informed decisions about which risks to address and which to accept based on your firm's risk tolerance.

  • Risk scoring & prioritization
  • Accept vs. mitigate recommendations
  • Remediation roadmaps

Compare options

vCISO Lite vs. the alternatives

See why 20-500 attorney firms choose us over Big Law cyber consultants or a partner-led DIY effort.

Recommended
Big Law Cyber Consultant
DIY
Time to SOC 2-ready
10 weeks
6-9 months
12+ months
Total cost
$299/mo
$75-200K (Big Law cyber)
Partner time + risk
Evidence gathering
iManage / NetDocuments / M365 integrations
Manual pulls from your DMS
Screenshots from paralegals
Policy generation
AI-drafted engagement letter data-handling addenda
Bespoke drafting, per-matter fees
Repurposed AmLaw templates
Risk analysis
Per-matter data breach cost + prioritization
One-off assessment memo
Not attempted
As a boutique IP litigation firm, we compete with AmLaw 100 firms for client work. The gap analysis showed us exactly what we needed, and we were SOC 2 Type 1 ready in 10 weeks. The audit pack feature saves hours every time a client requests due diligence.
Partner, Boutique IP Litigation Firm
10 weeks
To Type 1
$500K
Client won
Zero
Audit findings

Use cases

How law firms use vCISO Lite

Ethics compliance

Demonstrate 'reasonable efforts' to protect client data under bar rules.

Corporate client onboarding

Complete outside counsel security reviews successfully. Get approved faster.

E-discovery security

Document how you protect sensitive discovery materials and productions.

Lateral partner due diligence

Show security posture when recruiting or being recruited by other firms.

Common questions

What law firms ask us

  • How does this help with ABA ethics requirements?

    ABA Model Rule 1.6 requires 'reasonable efforts' to prevent unauthorized disclosure of client data. vCISO Lite provides documented security policies, access controls, and incident response procedures that demonstrate these reasonable efforts—creating a defensible position if questions ever arise.

  • How does automated evidence gathering work?

    vCISO Lite connects to your practice management, document management, and cloud systems. We continuously gather evidence like access logs, configuration settings, and security events. When clients or auditors request documentation, it's already organized and ready to export.

  • What if we receive findings during a client security review?

    Findings are observations about gaps—they're normal and addressable. vCISO Lite helps you track findings, assign owners, and document remediation. Most firms achieve compliance with minimal findings because our gap analysis identifies issues proactively.

  • Can we use this for M&A due diligence?

    Absolutely. Whether your firm is being acquired, acquiring another practice, or advising clients on M&A transactions, we provide one-click due diligence packages with complete security documentation and compliance status.

Ready to protect your practice?

Generate compliant policies before your next matter.