What Our Sunshine Coast Law Firm IT Support Covers
Practice Management System Support
Sunshine Coast law firms lean heavily on cloud-based practice management platforms. Our team works day to day across:
- LEAP: Cloud PMS setup, user provisioning, document assembly rules, matter workflow customisation and connection with Microsoft 365 for email and calendar sync.
- Smokeball: Automation setup, court form library maintenance, mobile access and time-recording setup.
- Actionstep: Workflow configuration, matter templates and user access management for firms scaling into mid-size.
- PracticeEvolve: Server administration for on-premise deployments, upgrade coordination and remote access for satellite offices.
- FilePro: Server-side administration, backup configuration and workflow customisation.
- Xero Practice Manager and MYOB Practice: Common in smaller Coast firms. We handle server access, user permissions and backup arrangements.
For a full breakdown of how we support each platform, see our legal IT support page.
PEXA and Conveyancing Workflow Support
Conveyancing volume drives a lot of the technical dependency for Sunshine Coast firms. PEXA (Property Exchange Australia) sits at the centre of that workflow. Our support work covers:
- PEXA workspace security setup with role-based access
- Multi-factor authentication on PEXA and connected accounting platforms
- Digital signing certificate management for solicitors and clerks
- Connectivity between PEXA settlements and your PMS or trust accounting platform
- Backup arrangements covering settlement records and supporting documents
- Remote access for solicitors monitoring settlements from outside the office
Trust Accounting Security
Queensland solicitors operating a trust account fall under Trust Account Regulation 2007 (Qld), including monthly reconciliation, annual external examination and secure record-keeping requirements. Our support work covers:
- Secure access controls on LEAP, Smokeball, Actionstep or Affinity trust modules
- Backup and offsite storage of trust accounting records aligned with the seven-year retention obligation
- Two-factor authentication on trust ledger access
- Audit-ready access logs for the annual external examination
- Permission segregation so trust records stay accessible only to those with legitimate need
Document Security and Access Controls
Every matter file contains privileged client information. Our security work for Sunshine Coast law firms covers:
- Role-based access controls in your PMS aligned to matter allocation, seniority and support role
- Ethical wall configuration for conflict situations between existing matters
- Multi-factor authentication across firm systems
- Encrypted email and secure client portals for privileged correspondence
- Mobile device management for laptops and phones, with remote wipe capability if a device is lost
Multi-Office and Remote Work Support
Many Sunshine Coast firms operate across multiple offices along the coast, with solicitors moving between locations during the week. Our support covers:
- Centralised PMS and document access across all firm offices with consistent performance
- Secure remote access from home offices or mobile workers, matching the viewer performance of being on site
- Video conferencing setup for client meetings, mediations and settlement calls
- Cloud storage arrangements so matter files stay accessible whichever office a solicitor is working from
- Consistent user experience across desktops, laptops and tablets
Cyber Security and Cyber Insurance Alignment
Cyber insurance policies for law firms now typically require MFA on remote access, endpoint detection and response (EDR), regular vulnerability scanning and immutable backups. We build your security stack to meet what your policy underwriter actually asks for, and produce the controls documentation your broker needs at annual renewal.
Backup and Business Continuity
- Automated backups of PMS, trust records, email and firm documents, with offsite and immutable copies
- Documented business continuity plans covering hardware failure, ransomware and office loss
- Scheduled test restores so backups are known to be recoverable when needed
- Litigation hold configuration in Microsoft 365 for matter-specific email preservation
