Clio Manage & Clio Grow
Tenant configuration, integration with Outlook and Microsoft 365, conditional access, trust accounting setup, and document vault configuration.
Law Firm IT · Vancouver, BC
Vancouver law firms need IT that understands Law Society of BC obligations, trust account record-keeping, attorney-client privilege, and the practical reality of a small-to-mid-firm practice. Hexafusion delivers managed IT, cybersecurity, and document management support for Vancouver firms who want a partner, not just a help desk.
Tenant configuration, integration with Outlook and Microsoft 365, conditional access, trust accounting setup, and document vault configuration.
Server deployment, trust accounting, three-way reconciliation support, backup cadence, and migration planning for firms moving to cloud.
Tenant setup, Microsoft 365 integration, document management, trust accounting, and migration from legacy platforms.
Canadian region configuration, workspace structure, ethical walls, retention policies, and user training rollout.
On-premise and cloud configurations, workspace template design, Outlook integration, and search tuning.
Contract lifecycle, document automation, and AI-assisted document review platforms. Configuration, access control, and integration with core DMS.
The Law Society of BC expects lawyers to exercise reasonable care in safeguarding client information, and recent guidance on cloud computing makes it clear that where data is stored and who can access it matter. Data that transits or lives in the United States is subject to US legal process, which creates complications for client confidentiality. We configure firm environments to keep data in Canadian regions by default.
Following Canada (Attorney General) v. Federation of Law Societies of Canada, 2015 SCC 7, legal professionals in BC are not regulated under the federal FINTRAC reporting regime in the same way as money services businesses. Instead, the Law Society of BC imposes parallel obligations through its own rules, including client identification, the no-cash rule, source-of-funds verification for certain transactions, and detailed trust account record-keeping. Records must be kept securely and produced on demand through Law Society practice reviews, spot audits, and investigations. We implement the retention, secure storage, access logging, and retrieval workflows firms need to satisfy these Law Society obligations. Reference the Law Society of BC rules at lawsociety.bc.ca.
Trust accounts are the highest-risk data a firm holds. A disruption to PCLaw trust or Clio trust accounting is not just an IT outage, it is a practice-management incident. We protect trust data with:
Founded in 2020 by Alex Barari, a former PCI DSS Internal Security Assessor, Hexafusion was built to deliver enterprise-grade IT and security to professional services firms that are too small to staff an internal IT department but too regulated to rely on generalist support. Law firms sit squarely in that zone. Our team holds Microsoft, Cisco, and CompTIA certifications, we procure hardware as a Dell authorized partner, and we are based at 250-997 Seymour St in downtown Vancouver, within the response times published on this page for most Lower Mainland firms.
We understand that a law firm's IT partner is also handling some of its most confidential material by necessity. We document every change, we operate under written confidentiality, and we work under least-privilege access so our engineers only see what a ticket requires. On request we sign firm-specific engagement letters and we are comfortable working under privilege when the matter requires it.
Alongside law firms we support accounting practices, notary public offices, and legal-adjacent professional services including paralegal firms and title insurance offices. The compliance overlap across Law Society rules, PIPEDA, BC PIPA, and sector-specific requirements means the same disciplined approach to data residency, retention, and access control applies across all of them.
Court deadlines do not wait. Our response commitments:
Can you help us prepare for a Law Society of BC practice review?
Yes. We produce the IT documentation practice reviewers and auditors commonly request: backup and restore evidence, authentication and access logs, data residency documentation, retention schedules, and written incident response plans. Our founder's PCI DSS ISA background means we are fluent in the kind of evidence packages auditors expect.
Do FINTRAC rules apply to our firm?
The 2015 Supreme Court of Canada decision in AG v. Federation of Law Societies of Canada held that legal professionals are not reporting entities under the federal PCMLTFA regime to the extent it would infringe on solicitor-client privilege. Instead, client identification, no-cash, source-of-funds, and trust account record-keeping obligations flow to BC firms through Law Society of BC rules. We implement the retention, secure storage, and retrieval workflows that satisfy those Law Society obligations.
What about cross-border US IT?
We configure data residency to keep client data in Canadian Azure and Microsoft 365 regions where possible, and flag cloud services that route data through the US so firm leadership can make informed decisions.
Do you understand attorney-client privilege constraints on your engineers?
Yes. Our engineers operate under written confidentiality, work under least-privilege access, and only view client content when a ticket requires it. Privileged material is handled per firm direction.
Do you sign a confidentiality agreement?
Yes. We sign firm-specific NDAs and confidentiality terms. Our managed services agreement also contains confidentiality clauses appropriate for legal work.
Reviewed by Alex Barari, Founder, former PCI DSS Internal Security Assessor (ISA).
Book a law-firm IT assessment. We review your document management, trust accounting, data residency, and security posture, then deliver a written report.
Book a law-firm IT assessment