Why foundation comes first
Before automation and AI, legal teams need secure infrastructure. This layer protects client confidentiality and ensures every later tool can be deployed safely.
Core components
- Cloud baseline: SOC 2 providers, encrypted storage, data residency controls.
- Identity: SSO + mandatory MFA + role-based access.
- Endpoint security: EDR, disk encryption, and mobile device management.
- Email security: anti-phishing and sandboxed attachments.
- Backup and recovery: 3-2-1 strategy and restoration tests.
Compliance checkpoints
- Written vendor due diligence and DPA records.
- Annual penetration test and incident response rehearsal.
- Access reviews for all privileged accounts each quarter.