Documented baseline
What the firm runs and who is responsible for each part, as it stood during the review.
Technology Audit for Law Firms
A technology audit gives firm leadership a second opinion on the systems, software, security, and vendors the firm relies on.
ALT reviews how the environment is set up and how it is managed, then separates what needs attention from what is already doing its job.
Trusted by law firms across North America for over 15 years
See the whole environment before changing it
Each system can look fine in isolation. The problems sit in the connections between them. An integration turns out to depend on a setting in another system. Two vendors each assume the other owns a responsibility, and nobody does. A process still runs the way an older setup required.
The audit follows those connections before any change is recommended. The firm keeps what already works and changes only what the evidence supports.
What the audit covers
Every audit reviews five areas, with the depth adjusted to the firm's systems, locations, and vendors.
Infrastructure
Networks, internet connections, servers, cloud systems, workstations, storage, and equipment lifecycle.
Business applications
Clio, Microsoft 365, document systems, phones, and the integrations that move information between them.
IT management
Support coverage, monitoring, patching, account administration, documentation, vendor responsibilities, and change control.
Cybersecurity
Identity and access, endpoint protection, email security, backups, logging, incident readiness, and current insurance or client requirements.
Costs and planning
Licensing, overlapping tools, vendor agreements, aging equipment, planned changes, and whether current spending still fits the firm.
Mariano Nicolo Managing Consultant
Talk through what an audit would involve for your firm.
Book a clarity callHow the audit works
1
Confirm the environment
We identify the systems, locations, and vendors included in the review and the questions firm leadership wants the report to answer.
2
Review the environment
We inspect configurations, documentation, licensing, support records, backup status, security controls, and vendor responsibilities. We also trace how core systems such as Clio and Microsoft 365 connect to the rest of the firm.
3
Compare the setup to the work
Configuration explains how a system was meant to run. It does not explain every delay or workaround. We speak with leadership and with the people closest to the work, and ask where the same issues keep coming back, which steps are still done by hand, and which responsibilities have no clear owner.
4
Deliver the findings
We review the written report with leadership and answer questions.
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What you receive
The report explains each finding in plain language, with enough supporting detail to act on.
Prioritized findings
Each finding grouped by impact and urgency, with the evidence behind it.
Cost and overlap
Licensing, services, or equipment that can be consolidated, retired, renegotiated, or left alone.
Recommended sequence
Each recommended item placed in order and assigned to ALT, the current provider, an internal team, or another vendor.
You do not need a problem to book an audit
Questions the report can answer
- Are we paying for tools or services we do not need?
- Are our backups, security, and access controls set up the way we think?
- Does everyone know which vendor owns which problem?
- Can our current environment support the way we are changing?
- Should we renew this contract, or is there a better fit?
- What should be fixed first, and what can wait?
An audit is a decision tool, not ongoing support
The audit does not replace whoever handles day-to-day IT, and it does not commit the firm to hiring ALT afterward. Most audits are completed within a few weeks, and the full cost is agreed before work begins.
The findings belong to the firm. The work can go to the current provider, an internal team, or another vendor. ALT can also carry out the priorities through ALT Care Plus or co-managed IT.
Start with a conversation.
Thirty minutes to talk through the firm's technology and whether an audit is the right next step.
Book a clarity callFrequently asked questions
Most audits are completed within a few weeks of kickoff. Timing depends on the number of users, locations, systems, and vendors in scope, and how quickly access and documentation can be provided. Your team is usually involved through a small number of conversations and access coordination.
Very little. Most of the work is observation, review, and conversations. We do not take systems offline or change configurations as part of the audit, and meetings are scheduled around the firm's work.
We need enough visibility to verify the systems in scope. Depending on the system, that may mean read-only access, exported reports, or a supervised review with the current provider. Access is documented and removed when the audit is complete. Nothing is changed without approval.
Pricing is scoped to the size and complexity of the environment, including users, locations, systems, and vendors. The full cost is agreed before work begins.
No. The Cyber Risk Assessment goes deeper on security controls, exposure, and insurer or client requirements. The technology audit is broader. It covers infrastructure, applications, IT management, costs, vendors, planning, and the firm's overall security posture. When the question is primarily security, the Cyber Risk Assessment may be the better fit.
Each recommendation explains the next step and the reason behind it, so the party responsible can act on it directly.
No. The purpose is to separate what needs attention from what is already doing its job. A recommendation can be to keep a system, renew it, document it, change how it is managed, or replace it. The report does not create a larger project than the evidence supports.
Have more questions? We're happy to help.
Book a clarity call →