SOC 2 readiness for law firms: a practical checklist

March 2026 · vCISO | Compliance | Legal

Scope what matters first

Define systems in scope: DMS, email, eDiscovery, client portals, and integrations.

Policy set & evidence plan

Keep policies concise; map each requirement to an artifact you can produce on demand.

Access & confidentiality controls

MFA, least privilege, ethical walls, and monitored external sharing are table stakes.

Vendor diligence

BAAs when needed, SOC reports for critical vendors, and segmentation for eDiscovery platforms.