Securing Client Data: How a Michigan Law Firm Met ABA Cybersecurity Standards
The Challenge
A mid-size Michigan law firm with 25 attorneys needed to meet ABA Model Rule cybersecurity obligations (Rules 1.1 and 1.6), protect privileged client communications, and modernize aging on-prem IT that was a liability, particularly for IOLTA account security and encrypted client document management.
The Solution
Evolv delivered managed IT services with vCISO leadership, building a zero-trust architecture tailored to the firm's case management and client communication workflows.
- ✓Implemented zero-trust architecture with conditional access and device compliance policies
- ✓Deployed encrypted email and document management aligned to ABA confidentiality requirements
- ✓Enforced MFA across all attorney and staff accounts, including case management and email
- ✓Hardened IOLTA account controls: MFA on banking portals, BEC awareness training, wire verification protocols
- ✓Ran quarterly phishing simulations; click rate fell from 32% to 4% over three training cycles
The Results
The firm's security posture now satisfies ABA Rules 1.1 and 1.6 obligations, with documented policies, annual risk assessments, and a named Security Officer.
MFA, BEC training, and internal wire-verification protocols eliminated the firm's most direct financial fraud exposure.
Simulated phishing click rate fell from 32% at baseline to under 4% after three quarterly training cycles, a critical outcome given BEC is the #1 legal-sector threat vector.
CaaS monitoring covers all endpoints, email, and network egress around the clock, with escalation SLAs that meet the firm's duty-of-care obligations.
Frequently Asked Questions
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