Client information is everywhere
A new client may first appear in an email, a phone call, a website form or a referral. Their information is then copied into calendars, folders, email threads and a practice-management system.
Do you know where the authoritative version of that information lives?
Access accumulates
Lawyers, assistants, former employees, IT providers and external services may all have different forms of access.
Could you quickly tell who can access what today?
Important processes still depend on memory
Conflict information, identity verification, consultation payment, booking and follow-up may each happen correctly, but only because someone remembers the next step.
What happens when that person is away?
Tools do not automatically create a system
Microsoft 365 and practice-management software still need clear responsibilities, access rules, workflows and recovery plans.
Are the tools working together, or are people working around them?
Security problems become operational problems
A lost computer, compromised mailbox, unavailable cloud service or ransomware incident can become a client-service and continuity problem immediately.
Could the firm continue operating tomorrow?