Downloads

Free Checklists, Worksheets, and Practical Guides

Download practical checklists, worksheets, and guides designed to help solo attorneys and small law firms strengthen their technology and cybersecurity. 

These practical resources complement the articles in Technology Insights by providing worksheets, checklists, and reference guides you can use in your own practice.

Cybersecurity & Risk Management

• Next Steps After the NC State Bar Cybersecurity Self-Assessment (PDF)

Updated August 2025 • 2 pages 

• Top Five Cybersecurity Risks for Small Law Firms (PDF)

Updated August 2025 • 2 pages 

• Technology Risks Small Law Firms Often Overlook (PDF)

Updated May 2026 • 10 pages 

• Is Your IT Support Holding You Back? (PDF)

Updated June 2025 • 2 pages 

• How Secure+ Aligns with ABA Cybersecurity Recommendations (PDF)

Updated August 2025 • 2 pages 

• Cyberattacks on the Rise: What NC Law Firms Need to Know (PDF)

Updated January 2026 • 3 pages 

• Why Incognito Mode Isn't Enough (PDF)

• Hiding in Plain Sight: What is Stego? (PDF)

Updated January 2026 • 4 pages

Artifical Intelligence

• Helmlight AI Review (Executive One-Pager) (PDF)

Updated May 2026 • 2 pages 

• AI Risks & Security Considerations for Small Law Firms (PDF)

Updated May 2026 • 2 pages 

• AI Threat Guide 2025 (PDF)

Updated September 2025 • 4 pages 

Technology Ownership & Administration

• Domain Ownership Checklist (Coming Soon)

• Employee Departure Checklist (Coming Soon)

Backups and Business Continuity

• Protecting MacBook Data with Multiple Time Machine Backups (PDF)

Updated May 2026 • 9 pages 

• Apple iCloud+ Backup Security Steps (PDF)

Updated August 2025 • 3 pages 

• Dropbox Business Backup Security Steps (PDF)

Updated August 2025 • 4 pages 

• Google Drive Backup Security Steps (PDF)

Updated August 2025 • 3 pages 

• Microsoft OneDrive Backup Security Steps (PDF)

Updated June 2025 • 3 pages 

• Backup Planning Worksheet (Coming Soon)

Example Reports & Deliverables

Essentials

• Device Inventory Sheet (PDF)

Updated August 2025 • 2 pages 

• Antivirus/Firewall Summary (PDF)

Updated August 2025 • 2 pages 

• Written Backup Plan (PDF)

Updated August 2025 • 3 pages 

Secure+

• Cybersecurity Scorecard (PDF)

Updated August 2025 • 3 pages 

• Recommendations Report for the Next 6–12 Months (PDF)

Updated August 2025 • 2 pages 

Our Philosophy

Technology should support your law practice—not distract from it.

We believe the best technology decisions begin with understanding. By sharing practical knowledge and real-world guidance, we hope to help solo attorneys and small law firms build a stronger technology foundation with confidence.