IT for law & financial firms

IT support for law firms and financial firms

Client confidentiality, deadlines and regulators don’t leave room for computer problems. Smartkinect keeps your files secure, your systems backed up and your team working, with one local person who knows your office.

Book a free IT check-upCall (847) 242-1160

What gets in the way at a firm

We have supported law firms for the last 10 years, so we know where small firms get stuck.

Confidential client files

Client data spread across laptops, email and personal drives is hard to protect and hard to find.

Wire-fraud and phishing emails

Firms are a top target for fake invoices, spoofed client emails and changed wiring instructions.

A filing deadline and a dead PC

When a computer or the network fails on deadline day, you need help today, not a ticket number.

Working from court or home

Attorneys and advisors need safe access to files from court, client meetings, home and the road.

Software that won’t talk

Practice management, document management, billing and Outlook all need to work together.

Departing staff

Accounts, files and devices have to be shut off cleanly the day someone leaves.

How Smartkinect helps

Practical protections sized for a 2- to 50-person office.

  • Encrypted laptops and secure, organized file storage
  • Multi-factor sign-in on email and practice software
  • Email filtering, phishing training and wire-fraud checks
  • Daily backups with tested restores
  • Secure remote access for attorneys, advisors and staff
  • Microsoft 365 setup, shared mailboxes and Teams
  • Scanner, copier and printer setup for document workflows
  • New-hire and departing-employee checklists
  • Help with cyber-insurance and client security questionnaires
  • Email archiving and records retention for financial firms
  • A written incident response plan, tested before you need it
  • One local contact who answers the phone
Investment advisers and financial firms: The SEC’s updated Regulation S-P requires a written incident response program, oversight of the vendors who handle client data, and notice to affected clients within 30 days of a breach. We put the technical pieces in place and keep them documented: multi-factor sign-in, encrypted devices, email archiving, access reviews and a tested response plan.

Software we work with

The top tools we support in each area. These are the most common; we work with many more.

1Practice management

  • Clio
  • MyCase
  • PracticePanther
  • Smokeball
  • Tabs3

2Documents & e-signatures

  • NetDocuments
  • iManage
  • Adobe Acrobat Pro
  • DocuSign
  • SharePoint & OneDrive

3Billing & accounting

  • QuickBooks
  • LawPay
  • TimeSolv
  • Xero
  • Juris

4Research, filing & dictation

  • Westlaw
  • Lexis+
  • eFileIL (Odyssey)
  • PACER / CM-ECF
  • Dragon Professional

5Office & communication

  • Microsoft 365
  • Outlook
  • Microsoft Teams
  • Zoom
  • RingCentral

6Financial & advisory firms

  • Redtail CRM
  • Wealthbox
  • Orion
  • Schwab Advisor Center
  • Smarsh
Don’t see yours? If your team uses it, we’ll learn it and support it. We install and update it, keep it backed up, and work directly with the vendor’s support line when something breaks, so you don’t have to sit on hold.

Product names are trademarks of their respective owners. Smartkinect is an independent IT provider and is not affiliated with or endorsed by these companies.

Simple, flat pricing

One flat monthly price per person. No surprise hourly bills.

Basic$100per user / month. Help desk, 24/7 monitoring, updates and managed antivirus. Office plans start at $200/month.
Complete$175per user / month. Adds on-site support, cloud backup, MFA, email filtering and vendor liaison.
Free$0One-hour on-site security check-up with a written summary. No obligation.

Compare all plans →

Common questions

Do you work with small law firms?

Yes. Small firms and offices are who we work with most, and we have supported Cifelli, Scrementi and Dore for more than 10 years.

Can you support our practice management software?

Yes. We work with Clio, MyCase, PracticePanther, Smokeball, Tabs3, PCLaw and many others. If you use something we haven’t seen, we learn it and work with the vendor’s support team for you.

How do you protect against wire-fraud emails?

We set up email filtering and multi-factor sign-in, flag outside senders, train staff to spot fake payment requests and help you set a call-back rule for any change to wiring instructions.

Do you work with investment advisers and financial firms?

Yes. We help registered investment advisers, wealth managers, insurance agencies and other financial offices put the technical safeguards in place that the SEC’s updated Regulation S-P expects: multi-factor sign-in, encrypted devices, email archiving, access reviews, vendor oversight and a tested incident response plan.

What does it cost?

Plans are $100 per user per month for Basic and $175 per user per month for Complete, and office plans start at $200 per month. The first security check-up is free.

Protect your clients’ files

Start with a free one-hour security check-up. You’ll get a written summary of what’s working, what’s at risk and a flat monthly price.

Book a free IT check-upContact us

Other businesses we support

Accounting & tax firmsMedical & dental officesManufacturers & distributorsRestaurants & retailAll business IT servicesProperty owners & managersWebsite design