Firms rarely call us about email. They call because a matter file will not open, or because a completion is booked for Friday.
Whether the firm runs LEAP, Clio, Actionstep, Osprey, Proclaim or an older on-premise install, everything else is secondary to it. When that system is slow or unavailable, fee earners stop recording time and clients notice within the hour.
We look after the environment the system depends on — the server or hosted desktop it runs on, the database behind it, the document store, the Outlook integration and the scanning workflow that feeds it. Where a problem genuinely belongs to your software vendor, we raise it with their support desk and stay on the ticket rather than handing you back a phone number.
Privileged correspondence sits in the same mailbox as everything else, and a misdirected email is a reportable problem rather than an embarrassment. Most of what actually protects a firm is unglamorous and specific:
Completion dates, filing deadlines and limitation dates are fixed. A failure at three in the afternoon on a completion day is not an ordinary support ticket, and “we can restore last night’s backup” is not always an acceptable answer.
So we test restores instead of assuming them, keep a written recovery plan for the systems the firm cannot work without, and agree in advance what happens if the case management system is unavailable on a day when money has to move. Backup and business continuity sits alongside day-to-day managed support rather than being sold as an extra.
Matter files have to be retained long after a case ends, then produced again when a complaint, an audit or an SRA enquiry arrives. In practice that means legacy archives on a server nobody maintains, PST files on a retired machine, and scanned deeds in a folder structure only one person understands.
We help firms get that material into something searchable, permissioned and genuinely backed up — usually as part of a move to hosted desktops, so the archive lives in the same protected environment as live work.