Case Study

Beckett Law, LLC

Estate Planning Excellence Meets IT Modernization

Client
Suzann Beckett
Industry
Legal Services – Estate Planning
Team Size
26 Staff Members

About Beckett Law, LLC

Beckett Law has built a reputation for delivering highly personalized estate plans that reflect each client's unique family, values, and goals. With a focus on thoughtful long-term planning, privacy protection, and education, their team is committed to guiding families through life's most important decisions. However, behind their excellence in legal care was an aging, disorganized IT infrastructure that no longer supported the high standards of service their clients expected.

The Challenge

Legacy Infrastructure & Vendor Issues

Beckett Law was struggling with aging IT infrastructure and poor vendor support that was hindering their ability to deliver the high-quality service their clients expected.

Key Issues

  • Five old, malfunctioning office servers collecting dust and constantly crashing
  • No backup or disaster recovery plan in place
  • Insecure remote access via RDP
  • Lack of standard IT processes and onboarding workflows
  • Frustration with non-responsive and overpriced legacy IT provider

Business Impact

  • Constant downtime and server crashes disrupted operations
  • Inability to work remotely or access case files securely
  • Employee onboarding delays and tech-related frustrations
  • Overpayment for inadequate support with no accountability or transparency
The Solution

AKAVEIL Solutions Delivered

AKAVEIL implemented a comprehensive IT modernization strategy that consolidated infrastructure, enhanced security, and streamlined operations for the estate planning practice.

Managed IT Support Services

Proactive 24/7 support and helpdesk with legal-specific IT expertise

Cloud Migration to Microsoft Azure

Consolidated five servers into a secure, fully managed Azure environment. Enabled business continuity, scalability, and improved access

Microsoft SharePoint Deployment

Cloud-based document sharing and collaboration platform. Improved access control, versioning, and internal workflows

Security & Compliance Enhancements

Replaced RDP access with secure, identity-based authentication. Deployed Microsoft Intune for mobile device and endpoint management. Implemented robust email defense with phishing/malware filtering. Enabled Azure Site Recovery (ASR) for true disaster recovery readiness

SQL and Document System Management

Centralized and optimized firm's database systems. Streamlined legal document storage and retrieval

Power BI Reporting for Custom Applications

Delivered visual analytics dashboards to drive operational insights

On-Demand Security Reporting

Introduced security and compliance dashboards to track vulnerabilities and audit readiness

Key Benefits

The transformation delivered measurable improvements across all areas of operation

Reduced infrastructure from 5 unreliable servers to 1 streamlined Azure environment

Improved security, backups, and disaster recovery protections

Enabled secure, remote document access and collaboration

Fast, structured onboarding process for new hires

Increased employee morale and reduced turnover risk

Transparent reporting and proactive support from a legal-focused team

Lower IT costs with higher service quality

Results & Measurable Impact

Before Implementation

  • Frequent server crashes, poor support response
  • Lack of compliance, security, or process
  • High IT costs with low return

After AKAVEIL

  • Full Azure migration with one optimized server
  • DR and backups implemented with minimal downtime risk
  • Proactive, responsive IT support with A+ customer service
  • Increased productivity, secure workflows, and staff satisfaction
  • 100% client satisfaction with visible improvements firm-wide
"As a business owner of 30 years, I've worked with several IT companies over the years. Some have been better than others, but we feel like we hit the jackpot with AKAVEIL. They are nothing short of outstanding. We've been working with them for more than 9 months now, and from Day 1 Ariel and his team have been incredibly responsive. They are always quick to address any issues and have been proactive in keeping our systems running smoothly. AKAVEIL consistently goes above and beyond, even responding to inquiries after hours and on weekends. They meet our technology needs with efficiency and expertise that is unmatched by our prior providers. If you're looking for an IT company that is knowledgeable, reliable, and genuinely cares about their clients, we highly recommend Ariel Perez and AKAVEIL."
Suzann Beckett
Managing Attorney
Beckett Law

Technologies Used

Enterprise-grade solutions that power modern law firms

Microsoft Azure Cloud

Azure Virtual Desktop

Microsoft 365

Advanced Threat Protection

Enterprise Document Management

Multi-Factor Authentication

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