Confidentiality-First Architecture

IT Operations Built for Legal

Client privilege isn't optional — it's the foundation of your practice. TechManager AI governs every IT action with the same rigor your attorneys apply to case work. Every access change logged, every document action tracked, every system modification audited.

Legal IT Is Different

Law firms operate under strict confidentiality obligations that generic IT systems weren't designed to handle.

Client Privilege and Data Protection

Ethical walls must be enforced at the IT level. Attorneys working on opposing matters can't share document access. Lateral hires need immediate access to their matters — and zero access to conflicts. One misconfigured permission can create a disqualification motion.

E-Discovery Readiness

Document retention, search capabilities, and chain of custody aren't just nice-to-haves — they're court requirements. When opposing counsel requests production, you need to prove your document management system maintains integrity from creation to production.

Billing System Integration

Matter-based time capture has to be accurate — clients dispute bills, bar associations audit fee arrangements, and partners need real-time reporting. When time entries don't sync from practice management to billing, revenue leaks and client trust erodes.

Multi-Office and Remote Attorney Support

Partners work from home, associates travel for depositions, and of-counsel attorneys split time between firms. Every connection must be secure, every device managed, and every access point auditable. A laptop left at an airport is a potential client data breach.

Bar Compliance and CLE Tracking

State bar requirements differ, CLE deadlines are strict, and malpractice insurance depends on up-to-date compliance records. Missing a filing deadline because of an IT issue isn't just inconvenient — it's potentially career-ending for the responsible attorney.

How TechManager AI Solves It

Every feature is designed to protect client privilege, maintain document integrity, and satisfy bar requirements.

Governed Execution

Every IT change is logged, and access changes require explicit approval. When a paralegal needs access to a new matter's document folder, the request flows through policy checks, partner approval, and ethical wall validation before any permission is granted. The approval chain is documented and audit-ready.

  • Every IT change logged with full approval chain
  • Ethical wall enforcement on all access requests
  • Partner-level approval required for sensitive access changes

Audit Trail

Full chain of custody for every system access and modification. When a client asks who accessed their files, when, and why — you have the answer in seconds. The audit trail satisfies bar association requirements for recordkeeping and demonstrates the firm's commitment to data protection.

  • Complete chain of custody on every document access
  • Satisfies bar association recordkeeping requirements
  • Exportable reports for client audits and regulatory inquiries

Document Management

Version control, access tracking, and governed permissions across your DMS. When an attorney can't find the signed version of a contract, AI searches the document management system with full version history and retrieves the exact copy — with metadata intact and every search logged for compliance.

  • Version control with full document history
  • Matter-based access controls with ethical wall enforcement
  • Every document search and retrieval logged

Knowledge Base

Internal IT procedures, DMS guides, billing system documentation, and self-service troubleshooting — all searchable by staff. Associates can reset their own VPN credentials. Paralegals can troubleshoot printer issues. Partners can check their device status. All without calling IT.

  • Self-service IT guides for attorneys and staff
  • DMS and billing system documentation
  • AI-powered semantic search finds answers instantly

Access Provisioning

Governed onboarding and offboarding with ethical wall enforcement. New associates get matter-specific access with conflict checks completed automatically. Departing attorneys have all access revoked immediately — with a complete record of what they had access to and when it was removed.

  • Automated conflict checks on access provisioning
  • Instant revocation on attorney departure
  • Complete access history for departing personnel

Real-World Legal IT Scenarios

These are the issues law firms deal with every week — and how TechManager AI handles them.

Document Management

"I can't find the signed contract"

Partner needs the executed version of a client agreement for a 2 PM court filing.

1 AI searches the DMS with matter number, client name, and document type
2 Locates full version history — 7 drafts, 1 executed copy with e-signatures
3 Retrieves the signed copy with metadata intact, confirms access is authorized
Document retrieved in under 1 minute. Every search logged for compliance.
Billing Integration

"Time entries aren't syncing to billing"

Billing coordinator discovers 3 days of time entries missing from the billing system before month-end close.

1 AI checks integration between practice management and billing systems
2 Identifies sync conflicts — duplicate matter numbers causing rejection
3 Reconciles entries, resolves conflicts, and confirms all hours are captured
No billable hours lost. Full audit trail of the reconciliation.
Onboarding

"New associate needs access to 3 matters"

Lateral hire starting Monday — assigned to 3 active litigation matters with different client teams.

1 AI runs conflict check against all 3 matter client lists and opposing parties
2 Provisions DMS access, email groups, and billing codes per matter
3 Enforces ethical walls — blocks access to matters with conflict flags
Ready to work Monday. Conflict checks and ethical walls documented.
Security Incident

"Partner laptop lost at airport"

Partner calls from the airport — briefcase with firm laptop left at the gate.

1 AI immediately initiates remote wipe and revokes all active sessions
2 Locks device via MDM, disables VPN access, and resets credentials
3 Generates incident report documenting all client data potentially at risk
Device secured in under 5 minutes. Incident report ready for client notifications.

Legal-Specific Integrations

We support the systems law firms actually use — not generic business tools.

Document Management Systems

iManage, NetDocuments, Worldox — version control, search, access management, and troubleshooting.

Billing & Practice Management

Clio, LEAP, PracticePanther, Tabs3 — time entry sync, billing integration, and matter management support.

Secure Email & Communication

Encrypted email, secure file sharing, client portals, and privileged communication management.

Mobile Device Management

Remote wipe, device encryption, app management, and secure access for attorneys on the go.

Identity & Access Management

SSO, MFA, Active Directory, and governed access controls with ethical wall enforcement.

E-Discovery & Litigation Support

Document hold management, collection support, and chain of custody documentation for litigation readiness.

Compliance & Trust

Privilege
Confidentiality-First

Architecture designed to protect attorney-client privilege at every layer.

Audit
Bar-Ready Trails

Audit trails that satisfy state bar requirements for technology competence.

Retention
Data Policies

Configurable retention policies aligned with jurisdictional requirements.

100%
Access Logging

Every IT action logged, documented, and exportable for compliance review.

See How It Works for Your Firm

Book a 30-minute demo and we'll walk through your specific confidentiality requirements, DMS systems, and IT challenges.