Technology Audit
for Law Firms
Get a clear picture of your IT environment. Discover the path to stable and uninterrupted operations.
A technology audit gives firm leadership an objective view of the current environment, where gaps exist, and what to prioritize next.
Why Firms Start With an Audit
Most law firms don't lack technology. They lack clarity about whether the technology they have is actually working.
Strategic use of technology requires a holistic understanding of the technology in play, which incorporates business goals, available resources, and desired outcomes. A technology assessment provides a real analysis of how an investment in technology is performing, and what the outcome and impact of its implementation has been.
What the Audit Covers
Starting with a Technology Assessment Profile (TAP), we perform a complete evaluation of your IT environment, providing both business and technological perspectives in five key areas.
Infrastructure
Servers, networks, workstations, storage, and lifecycle status.
Business Applications
Clio, Microsoft 365, document management, and the integrations between them.
IT Management
Patching, monitoring, vendor accountability, and change management.
Business & Technology Strategy
Alignment between IT investments and the firm's objectives.
Cybersecurity
Access controls, endpoint protection, email security, and backup posture.
Get an honest read on your firm's technology.
Book a clarity callHow the Audit Works
Understand Your Environment
We start by reviewing your existing technology stack: what you're running, how it's configured, who's responsible for it, and what's changed recently. We look at both the technical layer and the operational layer: how are decisions being made, and by whom?
Align Your Strategy
We review the information gathered to identify gaps and opportunities to improve how your firm uses technology. We evaluate where IT investments are going currently, and where they should be relative to the firm's objectives.
- Optimize and create efficient systems
- Improve governance and security
- Reduce security risk
- Decrease unnecessary costs
Get a Clear Picture with Assessment Deliverables
We provide a written report, including both technical and business perspectives, to serve as a holistic summary of your IT environment and strategy. Not a list of vendor recommendations, but a clear view of where you stand and what decisions to make.
- Detailed network and systems documentation
- Technology Assessment Profile
- Findings, priorities, and recommendations report
Collaborative Review and Recommendations
We schedule a collaborative review to discuss our findings in depth and answer any questions. This uncovers areas of concern, both those previously known to leadership and, often, those that were not.
The review provides a proactive opportunity to assess whether the firm is at risk for downtime due to hardware failure, software issues, ineffective security measures, or vendor dependencies that have gone unreviewed.
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Who Should Get a Technology Audit
A technology audit is the right starting point if your firm is:
- Growing and unsure whether current systems can scale
- Experiencing recurring IT issues without a clear root cause
- Preparing for a cybersecurity review or insurance renewal
- Onboarding a new IT partner and wanting an objective baseline
- Planning a major software change (migrating to Clio, moving to the cloud, etc.)
Technology Audit vs. Ongoing Support
A technology audit is a point-in-time exercise that produces clear direction. It's distinct from ongoing managed IT services, which maintain and operate the environment day to day. Many firms start with an audit to establish a baseline, then move into an ongoing relationship with clear priorities already defined.
For firms with no internal IT staff, that usually means ALT Care Plus. For firms with an in-house team, it means co-managed IT.
Get a clear picture of your firm's technology.
A clarity call is the fastest way to find out whether an audit is the right starting point.
Book a clarity callFrequently Asked Questions
Most audits complete within a few weeks from kickoff to the collaborative review, depending on the size of the environment and how quickly access and documentation come together. Your team's time commitment is small: a few conversations and access coordination.
Minimal. Most of the work is observation and review. There are no outages, no changes to systems, and attorneys keep working normally. We schedule conversations around your team’s availability.
We need read-level visibility into the systems being assessed. Access is scoped, documented, and removed when the audit is complete. Nothing is changed without agreement.
Pricing is scoped to the size and complexity of the environment: users, locations, systems, and vendors. You'll know the full cost before we start, and there's no obligation to continue into ongoing services.
No. The Cyber Risk Assessment goes deep on security specifically: controls, exposure, and insurer expectations. The technology audit is broader, covering infrastructure, applications, IT management, strategy, and security posture at the firm level. Firms focused purely on an insurance renewal often start with the Cyber Risk Assessment instead.
The findings are yours either way. Some firms hand the priorities to their existing IT provider or internal team. Others ask ALT to carry them out through an ongoing engagement. The report is written to be actionable regardless of who executes it.
Have more questions? We’re happy to help.
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