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Templates and checklists you can put to work today.
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FTC Safeguards Compliance Checklist
A concise checklist covering the controls and documentation the Safeguards Rule expects. Use it to see where your environment stands today.
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Paralegal Efficiency with Microsoft Copilot
A practical first-steps guide to using Copilot for case summaries, medical chronologies, inbox triage, and drafting, without changing your firm's core systems.
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IT Provider Vetting Checklist
The questions to ask before you sign with any managed IT provider, covering response standards, security baselines, offboarding, and what happens when things go wrong.
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Microsoft 365 Security Best Practices Checklist
The settings most tenants never turn on. Work through it to close the gaps attackers use most often in Microsoft 365.
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AI Vendor Vetting Checklist
What to ask an AI vendor before their tool touches your data: training use, retention, access, and where the data actually lives.
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