FortLyn

FORTLYN SERVICES

IT support for law firms

Connect the systems behind client work with clear responsibilities, controlled access, and a practical support process.

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Start with the systems behind client work.

A law firm’s daily work crosses email, shared documents, practice-management tools, phones, and staff devices. When ownership is unclear, a small access problem can interrupt several people. FortLyn helps define the technology scope, assign responsibilities, and connect the support process around the way your firm operates.

Microsoft 365 and account access

Review email, shared files, group membership, sign-in protection, and administrative ownership. Document who approves access and how it changes when someone joins, moves roles, or leaves. Configure the agreed environment so authorized staff can reach the tools they need without relying on shared personal accounts.

Explore Microsoft 365 setup, migration, and support for the connected environment behind everyday work.

Documents and business applications

Map where information belongs and which systems are authoritative. Review the handoffs between practice-management software, document storage, email, and other business applications. Define naming, access, and support responsibilities before introducing an integration or moving files.

The firm supplies its retention, preservation, and confidentiality requirements. The technical scope should identify how those instructions are implemented, tested, and maintained. A tool or subscription does not establish compliance by itself.

Phones and client communication

Review main numbers, call routing, voicemail ownership, staff availability, and escalation. For a phone transition, document number ownership, porting dependencies, and acceptance tests before scheduling the change. Keep the people who answer calls involved in testing the actual call paths.

See business communications and the phone migration checklist.

Staff onboarding and departures

Turn account requests, manager approvals, device preparation, and handover into a repeatable workflow. Give each step an owner and a status. For departures, confirm the authorized timing of access changes and the handling of business information before action is taken.

Use the employee onboarding and offboarding guide to identify the handoffs worth improving first.

What an engagement should deliver

  • A documented scope covering the agreed users, systems, and responsibilities.
  • An implementation or transition plan with dependencies and acceptance checks.
  • A support route with stated hours, escalation, and exclusions.
  • A handover record showing configuration, ownership, and open items.
  • A review process for changes in staffing, applications, and priorities.

What affects the scope and cost?

User and device counts, office locations, existing subscriptions, application dependencies, migration volume, and support expectations all affect the proposal. Identify separately priced hardware, licensing, projects, and third-party work. Compare managed IT and hourly support by the responsibilities each arrangement covers.

Can we keep the tools we already use?

Yes. The starting point is a review of the current environment and its constraints. FortLyn can define a focused improvement without assuming every application must be replaced. Any integration depends on the available product features, permissions, and agreed scope.

Plan the next step

Bring a current systems list and one recent example of work delayed by technology. A technology and workflow review can turn that issue into a practical plan. For broader support, explore Managed IT & Microsoft 365.

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SEE A POSSIBLE SETUP

A first day with fewer loose ends.

A practical example of the work, information, and responsibilities involved.

Explore the full scenario →
ACCESS & READINESSIllustrative setup

Ready for the first day.

JD
Jordan DavisNew teammate · Example record
Ready
Business email✓ Account prepared
Shared files✓ Access approved
Device & support✓ Handover recorded

An accountable checklist connects the employee, manager, and IT owner.

SEE A POSSIBLE SETUP

Keep the next conversation moving.

A practical example of the work, information, and responsibilities involved.

Explore the full scenario →
INQUIRY ROUTINGIllustrative setup

Every conversation has a next step.

↗
New customer inquiryBusiness line · During open hours
01 · ROUTEFront deskAnswer & identify the need
02 · ASSIGNService ownerRecord the next action
03 · FOLLOW UPCallback queueKeep unreturned calls visible

After-hours and unanswered calls follow the agreed fallback route.

SEE A POSSIBLE SETUP

Know where the request stands.

A practical example of the work, information, and responsibilities involved.

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APPROVAL WORKSPACEIllustrative setup

A decision with a clear owner.

REQUEST · EXAMPLE 024Equipment for a new teammate
In review
Submitted byOperations
Decision ownerTeam manager
Next stepConfirm the request
SubmittedReviewFulfillRecorded

SEE A POSSIBLE SETUP

Find the next step. Verify the source.

A practical example of the work, information, and responsibilities involved.

Explore the full scenario →
DOCUMENT ASSISTANTIllustrative setup

Useful output. Human judgment.

Summarize the next steps in this project note.
DRAFT FOR REVIEW

1. Confirm the system owner.
2. Review the requested access.
3. Schedule a handover.

Source: Example project note · Section 2
Human reviewRequired before use

Demonstration only. No document is uploaded or processed here.

Let’s make technology work for you.

Start with the systems, bottlenecks, and goals that matter to your business.

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