LEGAL PRACTICE INTELLIGENCE · MANAGED I.T SERVICES
Complete I.T leadership for Canadian law firms — managed, secured, and analytics-ready.
Law firms operate under a unique set of technology requirements — solicitor-client privilege, trust accounting obligations, Canadian data-residency rules, and law society compliance standards that most I.T vendors have never encountered.
Tricord brings deep legal technology experience across managed I.T, cybersecurity, AI governance, and practice intelligence analytics. One partner. Every layer of your firm’s technology.
Actionstep · Filevine · Clio · Microsoft 365 · Azure · Tricord Analytics
WE HEAR THIS FROM MANAGING PARTNERS
We have five different vendors — one for I.T support, one for our phone system, one for Filevine, one for cybersecurity. Nobody has the full picture and nothing is integrated.
Our cyber insurance renewal is coming up and we have no idea whether our current security posture will pass the assessment. Our I.T vendor has never dealt with a law firm before.
We want to use AI tools but we have no idea what’s safe on client files versus what’s not. We need a policy and a plan, not just a product demo.
We can’t get meaningful reports out of Actionstep without manually exporting data into spreadsheets. There has to be a better way.
WHAT WE DELIVER FOR LAW FIRMS
Five capabilities. One experienced team.
Every engagement is led by a senior technology professional who understands the legal environment — not a generalist MSP who treats your firm like any other small business.
AI Strategy & Governance
A structured AI strategy engagement purpose-built for law firms. Three-lane governance model separating legal AI (matter work), business AI (operations), and infrastructure AI. Vendor-agnostic evaluation of Copilot, Harvey, Filevine AI, and CoCounsel.
✓ AI readiness assessment
✓ Legal AI governance policy
✓ Vendor evaluation matrix
✓ Canadian data-residency architecture
✓ Phase 1 project · Phase 2 retainer
Managed I.T & Legal Tech
Full-spectrum managed I.T for law firms — infrastructure, helpdesk, M365 administration, and hands-on management of your practice management platforms.
✓ Actionstep & Filevine administration
✓ Microsoft 365 & Azure management
✓ Legal tech stack integration
✓ IP telephony & network management
✓ Helpdesk & escalation support
✓ Fractional CIO & CISO services
Cybersecurity for Law Firms
Enterprise-grade cybersecurity strategy and managed security designed for the legal environment — where client data confidentiality is a professional obligation, not just a best practice.
✓ Cyber insurance readiness assessments
✓ NIST & CIS20 maturity frameworks
✓ Ransomware response & recovery
✓ SentinelOne & Microsoft Defender
✓ Conditional Access & identity architecture
✓ Incident response planning
Canadian Legal Compliance
Technology governance designed around the unique compliance environment Canadian law firms operate in — solicitor-client privilege, trust accounting obligations, law society rules of professional conduct, and provincial data-residency requirements.
✓ Canadian data-residency architecture
✓ M365 tenant configuration for Canadian storage
✓ Privilege protection in AI & cloud tool selection
✓ Law society-aware governance frameworks
✓ PIPEDA & provincial privacy compliance
✓ Vendor data processing agreement review
Tricord Analytics — Practice Intelligence
A fully managed reporting platform that extends Actionstep’s reporting capabilities — delivering firm-branded dashboards, interactive drill-down reports, and real-time practice intelligence without Power BI licences or manual exports.
✓ AR, billing & collections dashboards
✓ WIP aging & trust compliance views
✓ Originating lawyer profitability
✓ Budget vs Actual & financial reports
✓ $3,000 setup · $500/mo managed service
✓ Certified Actionstep Legal Partner
WHY TRICORD
One partner. Every layer of your firm’s technology.
Most law firms manage I.T through a patchwork of vendors — one for helpdesk, one for cybersecurity, one for their practice management platform, one for analytics. Nobody has the full picture and nobody is accountable for how it all works together.
Tricord is a single, senior-led technology partner that understands the legal environment from practice management through to data governance. We are a Certified Actionstep Legal Partner with production-grade experience in Filevine, legal AI governance, and Canadian data-residency architecture.
✓ Certified Actionstep Legal Partner
✓ Deep Filevine platform experience
✓ Vendor-agnostic — your outcomes, not our commissions
✓ Canadian data-residency by design
✓ LSUC-aware governance frameworks
✓ Ontario-based · Flat-fee engagements
✓ Fractional CIO model — senior leadership without full-time cost
✓ Analytics platform already in production with law firms
HOW FIRMS ENGAGE
Managed I.T Retainer
Monthly retainer · Ongoing services
Full-spectrum managed I.T, cybersecurity, M365 administration, legal tech management, and Fractional CIO oversight — priced for 5–50 timekeeper firms. Contact us for a scoped proposal.
Project Engagements
Fixed fee · Defined scope
AI strategy engagement, cybersecurity assessment, Tricord Analytics setup, or data-residency architecture — each available as a standalone fixed-fee project. Most project clients move to a retainer relationship after delivery.
EXPLORE SPECIFIC SERVICES