For decades, Miami law firms have trusted VirtuWorks with the systems that hold their most sensitive work: client files, privileged communications and trust account records. Today we are announcing a partnership with Clio, the leading legal practice management platform, to help those same firms take the next step with AI while protecting the obligations they owe their clients.
Generative AI has moved from experiment to everyday practice. Platforms like Harvey are drafting, researching and summarizing at firms of every size, and staff are bringing consumer AI tools to work whether or not a policy exists. The Florida Bar set clear expectations in Ethics Opinion 24-1: lawyers using generative AI must protect confidentiality, supervise its use and bill for it fairly. The ABA followed with Formal Opinion 512. The question is no longer whether to use AI. It is how to use it without creating a confidentiality problem.
Through our Clio partnership, VirtuWorks helps firms bring practice management, Microsoft 365 and AI tools into one secure, well-governed environment. That includes VirtuMCP, our secure gateway built on the Model Context Protocol, the open standard for connecting AI assistants to business systems. VirtuMCP gives AI access to the information it needs and nothing more. Every connection is authorized per user, checked when it runs and recorded.
Every engagement starts with an AI readiness and compliance assessment. From there we write an AI use policy aligned with Florida Bar guidance, lock down identity and access, and back it all with managed cybersecurity and 24/7 detection and response. The result is a written plan your staff can follow and your partners can defend.
Attorneys have a duty to vet the vendors who touch client data. VirtuWorks is ISO 27001 certified for information security, ISO 20000-1 certified for IT service management and ISO 9001 certified for quality management, holds a SOC 2 Type II attestation, and is a Tier 1 Microsoft Cloud Solution Provider. These are independently audited controls, not marketing claims, and they are the reason so many Miami firms have stayed with us year after year. Learn more about our IT support for law firms.
“Miami firms have trusted us with their clients’ confidences for decades,” said Omar Armenteros, Founder and CEO of VirtuWorks. “AI doesn’t change that obligation. It raises the stakes. Our job is to make sure the firms we support can use tools like Clio and Harvey with confidence, backed by a plan they can stand behind if a client or the Bar ever asks.” If your firm is weighing how to bring AI into its practice, or wants a second look at the safeguards it already has, schedule a conversation with our team.
Cristina Armenteros
Director of Communications
carmenteros@virtuworks.com
