Lex: Legal Technology Solutions — Smart IT for Law Practices
Your firm's technology should work as hard as your attorneys do. Lex is PTG's specialized legal technology division, delivering practice management integration, e-discovery infrastructure, document automation, and compliance technology purpose-built for modern law firms. With 22+ years of IT excellence, 2,500+ companies protected, and zero security breaches among clients following our security program, Lex brings intelligent, privilege-aware technology solutions to every corner of your legal practice in the Raleigh-Durham Triangle and beyond.
Free assessment · Privilege-aware technology · No obligation
★★★★★ 4.7/5 on Google
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BBB Accredited Since 2003
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2,500+ Businesses Served
Clio, MyCase, PracticePanther
Defensible collection & review
Templates, assembly, redlining
ABA, ethical walls, audit trails
Outdated Legal Technology Is Holding Your Firm Back
Law firms that cling to legacy technology lose competitive advantage, waste billable hours, and expose themselves to preventable compliance failures.
Disconnected Systems Drain Productivity
Most law firms operate with a patchwork of disconnected technology systems that were never designed to work together. Your practice management platform does not talk to your document management system. Your billing software requires duplicate data entry from your case files. Your email archives exist in isolation from your matter records. Attorneys and paralegals waste countless hours copying information between systems, searching for documents across multiple repositories, and reconciling data that should flow automatically. Every hour spent fighting technology is an hour not spent on client work, and the cumulative productivity drain across your entire firm represents a staggering amount of lost revenue that compounds month after month, year after year.
E-Discovery Failures Create Litigation Risk
Without proper e-discovery infrastructure, your firm faces the constant risk of spoliation sanctions, adverse inference instructions, and malpractice liability from inadequate preservation and production practices. Courts have become increasingly unforgiving of parties who fail to implement defensible litigation hold procedures or who produce documents with embedded metadata that reveals privileged information. The cost of e-discovery failures extends far beyond monetary sanctions. They can undermine case strategy, destroy client relationships, and expose your firm to professional discipline. Generic IT providers lack the specialized knowledge to build e-discovery workflows that satisfy the complex requirements of federal and state procedural rules while keeping costs proportional to the stakes of the litigation.
Compliance Gaps Threaten Your License
The ABA's Formal Opinion 477R and state bar technology competence requirements place affirmative obligations on attorneys to understand and properly use the technology in their practice. Failing to implement adequate data security measures, proper document retention policies, ethical wall technology, or conflict-of-interest screening systems does not just create regulatory risk. It places your law license in jeopardy. Corporate clients increasingly require outside counsel to complete detailed cybersecurity questionnaires and demonstrate compliance with specific security frameworks before engaging their services. Firms that cannot demonstrate technology competence and robust data protection lose work to competitors who can, creating an existential business threat that grows more pressing every year.
Intelligent Legal Technology Designed for How Lawyers Work
Lex by PTG takes a fundamentally different approach to legal technology than generic IT providers. Rather than applying one-size-fits-all business solutions to law firm environments, Lex begins with a deep understanding of legal workflows, ethical obligations, and practice-specific requirements, then engineers technology ecosystems that amplify attorney productivity while maintaining ironclad data protection. Every recommendation, configuration, and integration decision is informed by the realities of legal practice, from the way matters flow through intake to resolution, to the ethical rules governing confidentiality, conflicts, and privilege preservation across every digital touchpoint in your firm.
Our methodology starts with a comprehensive legal technology assessment that examines your current systems, identifies workflow bottlenecks, maps data flows between platforms, evaluates compliance posture, and benchmarks your firm's technology maturity against industry standards and peer firms. This assessment produces a prioritized technology roadmap that addresses your most critical needs first while building toward a fully integrated, secure, and efficient legal technology ecosystem. We do not rip and replace your entire infrastructure overnight. Instead, Lex implements changes in carefully sequenced phases that minimize disruption to active casework, allow your team to adapt gradually, and deliver measurable improvements at each stage so you see value immediately rather than waiting months for a big-bang deployment.
At the core of every Lex engagement is PTG's proven cybersecurity expertise. With 22+ years of experience and zero security breaches among clients following our security program across 2,500+ companies, we bring enterprise-grade security practices to every legal technology solution we deploy. This means encrypted communications, privilege-aware access controls, data loss prevention systems that understand the sensitivity of legal content, ethical wall enforcement through technical rather than administrative controls, and continuous monitoring that detects threats before they can compromise client data. Your firm's reputation depends on absolute confidentiality, and Lex delivers the technology foundation that makes that confidence justified.
Beyond implementation, Lex provides ongoing managed legal technology services that keep your systems optimized, secure, and current. Our team monitors platform performance, applies updates and security patches, manages vendor relationships, provides responsive helpdesk support from technicians who understand legal terminology and workflows, and conducts quarterly technology reviews that ensure your infrastructure continues to align with your firm's evolving needs. Lex is not a project that ends after deployment. It is an ongoing partnership that ensures your firm's technology investment continues to deliver competitive advantage year after year.
The Lex Difference
- Legal-first technology architecture
- Ethical wall enforcement via technical controls
- Defensible e-discovery workflows
- Automated compliance documentation
- Privilege-aware data loss prevention
Comprehensive Legal Technology Services
Six core capability areas engineered specifically for law firm environments, workflows, and compliance requirements.
Practice Management Integration
Lex provides complete lifecycle support for legal practice management platforms. Whether your firm uses Clio, MyCase, PracticePanther, Smokeball, LEAP, CosmoLex, or another platform, we handle every aspect from initial selection consulting through implementation, data migration, workflow configuration, and ongoing optimization. Our expertise extends beyond basic setup to advanced configurations including custom matter templates, automated task assignment workflows, deadline calculation rules, client intake automation, and integration with billing, accounting, and document management systems. We ensure your practice management platform becomes the central hub of your firm's operations rather than just another disconnected tool, creating seamless data flows that eliminate redundant data entry and give attorneys a unified view of every matter.
E-Discovery Infrastructure
Lex builds defensible e-discovery capabilities that satisfy the most demanding litigation requirements while controlling costs through intelligent technology application. Our e-discovery services encompass litigation hold implementation and tracking systems, defensible data collection from diverse sources including cloud platforms, mobile devices, and collaborative workspaces, processing and deduplication pipelines, review platform deployment and configuration, technology-assisted review workflow design, production automation with load file generation, and comprehensive chain-of-custody documentation. We configure systems to handle everything from routine document requests to complex multi-party litigation involving terabytes of electronically stored information, ensuring your firm can meet its discovery obligations efficiently and defensibly regardless of case scale.
Document Automation & Management
Lex transforms how your firm creates, manages, and controls documents through intelligent automation and robust document management infrastructure. Our document automation solutions include template libraries with dynamic field population for contracts, pleadings, correspondence, and corporate documents, clause libraries with version control and approval workflows, automated numbering and cross-reference management, document comparison and redlining capabilities, metadata scrubbing for outbound documents, and integration with court filing systems. For document management, we implement enterprise-grade repositories with matter-centric organization, full-text search across all document types, granular access controls, check-in and check-out version management, and automated retention and destruction policies that comply with your firm's records management obligations.
Compliance & Ethical Technology
Lex implements technology-enforced compliance systems that go beyond policy documents to create technical controls ensuring your firm meets its ethical and regulatory obligations. Our compliance technology includes automated ethical wall enforcement that restricts access to conflicted matters at the system level rather than relying on manual honor-system approaches, conflict-of-interest screening systems integrated with your intake workflow, data retention and destruction automation that follows your firm's policy and jurisdictional requirements, comprehensive audit trail systems that document who accessed what information and when, and compliance dashboards that provide real-time visibility into your firm's regulatory posture across ABA requirements, state bar guidelines, client-mandated security standards, and cyber insurance prerequisites.
Secure Communications Platform
Lex deploys secure communication infrastructure that protects attorney-client privilege across every channel your firm uses. Our communications solutions encompass end-to-end encrypted email with automatic classification of privileged correspondence, secure client portals for document exchange and matter updates that eliminate the risks of unencrypted email attachments, encrypted messaging platforms for internal attorney collaboration, secure video conferencing for client consultations and depositions, mobile communication security ensuring attorneys working from courthouses, client offices, and home maintain the same level of protection as in-office communications, and data loss prevention policies that detect and prevent inadvertent transmission of privileged or confidential content through any communication channel.
Legal Cybersecurity & Monitoring
Lex wraps your entire legal technology ecosystem in PTG's proven cybersecurity framework, delivering the specialized protection that law firms require to safeguard client data and maintain professional standing. Our legal cybersecurity services include 24/7 security operations center monitoring with legal-industry threat intelligence, advanced endpoint detection and response across all firm devices including attorney personal devices under BYOD policies, phishing simulation and security awareness training tailored to legal scenarios such as fraudulent wire transfer requests and fake court notifications, vulnerability assessment and penetration testing focused on legal technology attack surfaces, incident response planning specific to law firm breach notification obligations and bar reporting requirements, and dark web monitoring for leaked client credentials and firm data exposure.
Trusted by Law Firms Across the Triangle
Over 22 years, PTG has built an unmatched record of protecting law firms and their clients through specialized technology excellence.
Law firms trust Lex by PTG because we understand that legal technology is not just about efficiency. It is about protecting the foundational obligations of the attorney-client relationship. Every system we deploy, every integration we build, and every security measure we implement reflects our understanding that your technology must serve your ethical duties as rigorously as it serves your business operations. Our track record proves that this approach works.
Explore PTG's Legal Industry Ecosystem
Lex integrates with PTG's broader service portfolio to deliver complete technology coverage for law firms. Explore related capabilities that strengthen your firm's technology foundation and extend Lex's value across your entire practice infrastructure.
IT Services for Law Firms
Comprehensive IT support designed specifically for legal practices, including helpdesk, network management, and attorney-specific technology assistance that complements Lex's specialized legal technology solutions with day-to-day operational support.
Managed IT Services
Full-spectrum managed IT services providing proactive monitoring, infrastructure management, cloud services, and strategic technology consulting that form the operational backbone supporting your Lex legal technology deployment.
Managed Security Services
Enterprise-grade 24/7 security operations center monitoring, threat detection, incident response, and vulnerability management that provides the cybersecurity foundation upon which Lex builds privilege-aware legal protections.
The Lex Advantage for Law Firms
Legal-First Engineering Philosophy
Lex was built from the ground up around the specific requirements of legal practice. Unlike generic IT providers who retrofit business solutions for law firms, every Lex recommendation considers attorney-client privilege implications, ethical wall requirements, data retention obligations, and the unique workflows of litigation, transactional, and regulatory practice areas. This legal-first philosophy means your technology works with your professional obligations rather than against them, eliminating the compliance friction that plagues firms using generic solutions.
Proven Zero-Breach Security
PTG's 22+ year track record of zero security breaches among clients following our security program across 2,500+ companies is not just a statistic. It reflects a depth of cybersecurity expertise that law firms require to protect their most critical asset: client trust. Lex applies this same enterprise-grade security methodology to every legal technology solution we deploy, ensuring that your practice management platform, document repositories, communications, and e-discovery infrastructure are protected by the same caliber of security that defends the most demanding enterprise environments.
Local Triangle Expertise
Based in Raleigh, North Carolina, PTG provides rapid on-site support throughout the Research Triangle when your firm needs hands-on technology assistance. We understand the local legal community, North Carolina Bar guidelines for technology competence, and the specific technology requirements of firms practicing before North Carolina state courts, federal courts in the Eastern and Middle Districts, and regulatory agencies. This local expertise combined with national-caliber capabilities gives your firm the best of both worlds.
Complete Legal Tech Stack Mastery
Lex maintains deep expertise across the entire legal technology landscape, from practice management and document management platforms to e-discovery tools, court filing systems, legal research platforms, billing software, and emerging legal AI applications. This comprehensive knowledge allows us to architect integrated solutions where every component works together smoothly, rather than leaving your firm with isolated tools that create data silos and workflow inefficiencies that cost productive hours every single day.
Lex Legal Technology FAQ
What is Lex by PTG?
How does Lex handle legal practice management software?
What e-discovery capabilities does Lex provide?
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What compliance technology does Lex offer for law firms?
Can Lex integrate with our existing legal software stack?
How does Lex protect attorney-client privilege in technology systems?
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Why choose Lex by PTG over generic IT providers for our law firm?
Ready for Legal Technology That Works Like You Do?
Schedule a free Lex legal technology assessment. PTG will evaluate your current technology environment, identify workflow inefficiencies and compliance gaps, benchmark your firm against industry standards, and present a prioritized roadmap for transforming your practice with intelligent, privilege-aware technology solutions. No obligation, complete confidentiality, and actionable insights whether or not you choose to move forward with Lex.
Raleigh, NC · Serving Triangle Law Firms for 22+ Years · 919-348-4912