I’d try to learn a bit more about her workflow. My partner has a contract with the state, cyber insurance, and has some records retention requirements which inform a lot of the technology. As an example discovery for some cases can run 100gbs and require 10 years of retention. She has to file a monthly report with very specific data requirements and we’re working on the extract out of the matter management because it doesn’t support an effective-as-of for the various fields which is needed.
I’ve found a good place to start is with how email and calendaring is used and implementing more security. Presuming she’s using hosted email (m365/gmail) or similar.
Maybe start with her calendar especially if she’s doing it on paper even more so if she’s using that to drive any client contact.