Cybersecurity for Law Firms

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100% Certification Success Rate

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100+ Companies Served

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15+ Years of Experience

Your clients share their most sensitive matters, their funds, and their confidential strategies with confidence that you will protect them. In today’s security landscape, maintaining that trust requires more than strong legal practice. It demands a proactive, comprehensive approach to cybersecurity, data protection, and regulatory compliance.

CBIZ Pivot Point Security provides cybersecurity services designed for the specific compliance obligations of law firms. We help you address ABA ethical guidance around confidentiality and data protection, satisfy corporate clients’ demands, and build a security program that helps safeguard privileged and confidential information while supporting your firm’s growth.

The Importance of Information Security Consulting Services for Legal

Cyber attacks, the HIPAA Omnibus rule, and a firm’s vendor risk management practices. These are the legal profession’s equivalent of lions, and tigers, and bears. Protecting sensitive client data by ensuring that cyber defenses are capable of addressing evolving threats is integral to maintaining a firm’s standing and mitigating reputational and financial risk.

To protect information regarding clients’ pending deals and litigation, safeguard Protected Health Information (PHI) integral to work products, and implement/prove industry best practices for information security, law firms are increasingly looking to leverage leading information security frameworks and attestations like SOC 2 reports and ISO 27001 certification.

Cybersecurity Services for the Legal Industry

Law firms face cybersecurity and compliance challenges that are specific to the profession, spanning ethical obligations under ABA guidance, client fund protection, and corporate client security requirements. Here is how our services address each one:

Attestation and Certification Readiness

ISO 27001 Consulting Services

Many law firms need a recognized, third-party-verified security posture to demonstrate to clients, regulators, and partners that their information security practices meet international standards, but lack the internal expertise to build and certify a compliant ISMS on their own.

We work collaboratively with the law firm to develop an Information Security Management System that can be certified to the ISO 27001 standard. ISO 27001 provides a widely accepted and internationally recognized form of third-party attestation.

Shared Assessment and ISO 27002 Gap Assessment

Demonstrating to increasingly vigilant clients that their sensitive data is being secured consistently with their requirements, including penetration tests, Shared Assessments, SOC 2 Type I or Type II reports, SOC 3 where applicable, and ISO 27001 certification, requires a security program aligned with recognized standards.

For law firms navigating a complex web of regulatory obligations, aligning your Information Security Management System (ISMS) with an established security framework is the most reliable path to understanding your true risk posture and demonstrating compliance to the clients, regulators, and partners who require it. We evaluate whether your environment is designed in accordance with prevailing guidance, and our gap assessments may be scoped to address specific elements, including Document Management Systems, eDiscovery platforms, and Litigation Support Systems.

Outside Counsel Requirements

General counsel and procurement teams at enterprise companies embed cybersecurity requirements into their Outside Counsel Guidelines, including SOC 2 reports and ISO 27001 certification. Our readiness services help prepare your firm for the reports, certifications, and evidence corporate clients require, turning a vendor risk questionnaire into a competitive differentiator.

Compliance Readiness and Security Validation

ABA Cybersecurity Compliance

Attorney-client confidentiality is both an ethical obligation and a professional duty. Gaps in your security program can trigger violations under ABA Model Rule 1.6, expose your firm to disciplinary action, and create malpractice liability. We work with your firm to develop the information security program that supports your ABA compliance obligations, including policies, security awareness training, incident response plans, and technical controls that give your firm a defensible security posture.

HIPAA (Omnibus) Gap Assessment

Law firms that create, receive, maintain, or transmit PHI for covered entities or business associates may have HIPAA obligations, particularly in healthcare litigation or medical malpractice matters. These firms should assess access controls, least-privilege practices, and breach-response procedures to reduce the risk of impermissible disclosures, breach notification obligations, and HHS OCR enforcement.

We assess whether your environment is designed consistently with the applicable HIPAA obligations, including whether PHI-containing matters and supporting systems are properly segregated, and whether access control mechanisms help prevent unauthorized personnel from accessing PHI. HIPAA gap assessments are commonly done during a broader Gap Assessment to provide significantly greater value at a moderate additional cost.

Vulnerability Assessments and Penetration Tests

Securing mobile devices (phones, tablets, and laptops) and wireless networks necessary to support mobility and BYOD requirements is an ongoing challenge for firms where attorneys work across offices, courtrooms, and client sites.

Our vulnerability assessments and penetration testing engagements cover every layer of your environment, from network infrastructure and application code to physical access controls and the human element. This comprehensive approach helps validate that your controls, configurations, and security awareness practices are functioning as designed. For firms on the path to ISO 27001 certification or SOC 2 reports, penetration test results also serve as a credible, third-party validated snapshot of your current security posture, a meaningful form of interim proof while the broader program matures.

Law Firm Data Breach Prevention

Settlement funds, IOLTAs, and real estate transactions are vulnerable to fraud, particularly through Business Email Compromise schemes that exploit fraudulent communications to redirect payments. We implement technical controls and targeted staff training to support law firm data-breach prevention and help protect client fund transactions before they are processed.

Legal Platform Security

Law firms face ongoing exposure from unauthorized access to privileged information stored across multiple platforms. Your Document Management Systems, eDiscovery platforms, and client portals are where privileged information lives and moves. We examine and secure these environments to protect sensitive data throughout its life cycle.

Virtual CISO (vCISO) for Law Firms

Most law firms benefit from dedicated security leadership but find it difficult to justify a full-time CISO. Our vCISO service delivers on-demand expertise tailored to the legal sector, including legal ransomware protection strategy, compliance roadmap support, and support for client security reviews.

Why Trust CBIZ Pivot Point Security?

Law firms operate in an environment where client trust is foundational. CBIZ Pivot Point Security combines Information Security/Compliance domain expertise, technical security experience, legal industry insight, and a consultative approach to help your firm choose and execute the right security strategy, strengthen protections, and produce the compliance evidence clients and regulators expect.

Our approach is consultative and hands-on. We build the policies, guide implementation, and prepare you for assessments so you can stay focused on serving your clients. We’ve been doing this work for over two decades, and we guarantee that if we don’t accomplish your goals, you won’t be billed. When your own clients need assurance that their data is protected, you’ll have the proof to show them.

We also offer:

  • Domain expertise: We know the key regulations law firms are subject to, including HIPAA and PII obligations, and we are experts in the security frameworks, such as ISO 27001, ISO 27002, National Institute of Standards and Technology (NIST), AICPA TSP/SOC 2, OWASP, that form the foundation of a defensible information security program and the attestation you provide to your clients.
  • Legal industry experience: Our team understands the business dynamics of legal practice, including how to present security initiatives to firm leadership in a way that earns buy-in and drives meaningful change.
  • Organizational character: We work with transparency and straight talk, and we stand behind the results we deliver.

Frequently Asked Questions

Managing partners and firm administrators regularly come to us with the same questions. Here are the ones we hear most often.

How can we implement strong security without disrupting billable hours?

We work around your firm’s schedule, delivering documentation for your team to review and approve rather than author. Our goal is strong security coverage with minimal impact on fee-generating work.

My firm is small. Can we afford an enterprise-level security program?

Yes. Our vCISO model gives boutique and midsize firms access to CISO-level expertise on a fractional basis, making a comprehensive security program economically practical at any firm size.

What's the first step to meeting the demands of an SOC 2 report?

A gap assessment. We identify where your current controls fall short of SOC 2 requirements, build a remediation roadmap, and guide you through the SOC 2 readiness and reporting process.

How do we train our attorneys and staff to spot wire fraud attempts?

We design role-specific security awareness training tailored to the scenarios that legal professionals face, including BEC patterns targeting settlement transactions and client fund transfers.

Does a strong cybersecurity program help with malpractice or cyber liability insurance?

Documented controls, incident response plans, and third-party reports or certifications can support underwriting discussions and may help improve coverage terms.

Enhance Client Data Protection

A comprehensive cybersecurity program helps protect client confidentiality, satisfy corporate client requirements, and strengthen your firm’s position in outside counsel evaluations. Contact us today to discuss your specific compliance and security obligations.

Representative Legal Clients

View more representative legal clients of Pivot Point Security.

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