Law Firm IT · Vancouver, BC

Law Firm IT Support Vancouver | LSBC-Aware | Clio, PCLaw, iManage

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.

Legal software we support

Clio Manage & Clio Grow

Tenant configuration, integration with Outlook and Microsoft 365, conditional access, trust accounting setup, and document vault configuration.

PCLaw & PCLaw GO

Server deployment, trust accounting, three-way reconciliation support, backup cadence, and migration planning for firms moving to cloud.

CosmoLex

Tenant setup, Microsoft 365 integration, document management, trust accounting, and migration from legacy platforms.

NetDocuments

Canadian region configuration, workspace structure, ethical walls, retention policies, and user training rollout.

iManage Work 10

On-premise and cloud configurations, workspace template design, Outlook integration, and search tuning.

Worldox, ContractExpress, Kira

Contract lifecycle, document automation, and AI-assisted document review platforms. Configuration, access control, and integration with core DMS.

Law Society of BC data sovereignty

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.

  • Microsoft 365 Canadian data residency. Tenants configured to Canada Central and Canada East for primary and replica data. Exchange Online, SharePoint Online, OneDrive, and Teams all scoped to Canadian regions at tenant creation.
  • Azure Canada. For firm-hosted workloads, we deploy into Canada Central. Backup replication into Canada East for paired regional redundancy.
  • Cloud tooling audit. We inventory every cloud service the firm uses, flag US-hosted services, and help firm leadership make informed decisions about continued use, replacement, or disclosure to clients.
  • Reference. Official Law Society of BC practice resources at lawsociety.bc.ca.

Law Society client ID and trust-account record-keeping

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.

Full regulatory stack reference: For a complete BC law firm compliance reference covering federal, provincial, and Law Society obligations, see our Law Firm Compliance in BC guide. Not legal advice, but written in the kind of detail practice reviewers actually reference.
  • Encrypted storage with integrity controls so records cannot be altered without audit trail.
  • Retention policies on the DMS that prevent premature deletion.
  • Retrieval workflows that produce records for regulators quickly.
  • Backup and disaster recovery that preserves compliance records even in worst-case scenarios.

Trust accounting software protection

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:

  • Nightly backups with immutable off-site copies that ransomware cannot reach.
  • Quarterly validated test restores, with a signed test record kept for auditor review.
  • Audit trail preservation. Trust transactions and reconciliations retained with the integrity log.
  • Change control on trust accounting servers. No unplanned updates, no after-hours touch without notification.
  • Separation of trust accounting access from general firm access.

Document management done right

  • Version control. Every save is a new version, every version is recoverable, and major versions are promoted on sign-off.
  • Retention policies. File-plan-based retention so matter closure triggers appropriate retention clocks automatically.
  • E-discovery readiness. Legal hold capability, full-text indexing, defensible export formats, and chain-of-custody logging.
  • Privilege and ethical walls. Workspace permissions that actually enforce separation of conflicted matters, not just policy statements.
  • Attorney work product separation. Draft versus final distinction, internal-only flags, and tagging that holds up in production review.

Practical security for a small-to-mid firm

  • MFA on every account. Including delegated mailboxes, service accounts, and legacy software. No exceptions.
  • Conditional access policies. Block legacy authentication, require compliant devices, and apply geofencing where appropriate.
  • No local-admin users. Day-to-day accounts are standard users. Administrative work uses separate elevated accounts with MFA.
  • Full-disk encryption. BitLocker on every laptop, with recovery keys escrowed in Azure AD.
  • Secure file exchange with clients. Not email attachments. NetDocuments, iManage Share, Citrix ShareFile, or equivalent with expiry and access logging.
  • Phishing training and simulation. Quarterly. Firms are specifically targeted in wire fraud campaigns around real estate closings and M&A transactions.
  • Reference. Federal privacy guidance at priv.gc.ca.

Why Vancouver law firms choose Hexafusion

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.

Industries adjacent to legal practice we also support

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.

SLA commitments for Vancouver-area law firms

Court deadlines do not wait. Our response commitments:

  • Initial ticket response within 15 minutes.
  • Emergency on-site Vancouver downtown within 1 hour.
  • Emergency on-site Burnaby, Richmond, North Vancouver within 1 hour 30 minutes.
  • Emergency on-site West Vancouver, New Westminster within 1 hour 45 minutes.
  • Emergency on-site Coquitlam, Port Coquitlam, Port Moody, Delta within 2 hours.
  • Emergency on-site Surrey, Langley, White Rock, Maple Ridge within 2 hours 30 minutes.
  • Remote support immediate during the response window.

Frequently Asked Questions

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).

Ready for IT that understands your practice?

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