Industries

Legal & Professional Services

We protect your client confidences and keep your systems running, so your people can focus on client work.

Why it matters

What needs a plan

Client files get shared by link, by email, and from personal devices.

Clients send security questionnaires before they hand over work.

Staff are trying AI tools, and matter information needs a clear boundary.

What’s included

What we run

ALCON DTS runs the accounts, devices, email, and backups around your matter and document systems, and we set the rules for acceptable AI use in the same relationship.

Matter files reach the people working the matter

We set identity and sharing defaults to match, with MFA available as an add-on on any plan.

Your document and practice management platforms keep running well

They stay with their vendors, and we run the accounts, devices, network, and backups they depend on.

Client mail stays where it belongs

We run email authentication and forwarding watch, and we catch a quiet forwarding rule before it moves client mail.

Client information stays in approved tools

We set acceptable AI use rules and prepare Microsoft 365 for Copilot, with a human in the loop where privilege requires it.

Client security questionnaires get accurate answers

We draft the technical answers from the live environment for your review.

Your team is already using AI. We make it the right AI.

We find which AI tools your attorneys and staff use today, then recommend the platforms and license levels that keep client files and privileged work protected. Approved tools get set up properly, and device and browser controls keep sensitive matters inside them.

What changes when we prepare your environment

TodayOld sharing links leave files open to the whole company

With ALCON DTSAccess matches each person’s current role

TodayStaff paste client data into free AI accounts

With ALCON DTSApproved AI tools on business licenses

TodayMeeting bots record calls under unwritten rules

With ALCON DTSApproved meeting recorders and a written AI use policy

TodayFormer employees’ accounts stay active

With ALCON DTSAccounts closed the day someone leaves

TodayUnclear which AI tools staff use

With ALCON DTSUsage records on file for auditors and insurers

Next step

You keep the decisions. We run the controls.

Tell us how your firm handles client files today, and we will map the support that keeps them confidential.