Professional services

Confidential work needs dependable, well-controlled IT

Law firms, accountants, consultancies and other professional practices hold sensitive client documents and depend on email. We keep the workplace running and the access controlled. Your professional and regulatory obligations remain yours, and we help you meet the technical parts of them.

Common operational problems

Documents everywhere

Client files sit across laptops, personal drives, email attachments and USB sticks.

Email impersonation

Spoofed emails and changed bank details target firms that handle client funds.

Joiners and leavers

Trainees, partners and contractors come and go, and access does not keep up.

Fee-earner time lost to IT

Professionals spend billable hours fixing their own technology.

Common systems and integration points

  • Microsoft 365 or Google Workspace
  • Document and practice-management systems
  • Time recording and billing
  • Accounting software
  • Client portals and secure file exchange
  • E-signature tools

Common risks we look for

  • Mailboxes without MFA, or with forwarding rules set up by an attacker.
  • No DMARC policy, which makes the firm’s domain easy to spoof.
  • Shared folders open to everyone in the organisation.
  • Laptops without disk encryption.
  • Cloud data assumed to be backed up by the provider.

Recommended service bundle

A phased implementation roadmap

  1. Phase 1 — Identity and email

    MFA for everyone, mailbox rule review, SPF, DKIM and a DMARC policy plan.

  2. Phase 2 — Devices and documents

    Device standards, disk encryption, a document-location policy and folder-permission clean-up.

  3. Phase 3 — Backup and continuity

    Backup of cloud mailboxes and files, a restoration test and a short incident plan.

  4. Phase 4 — Client experience

    Secure client file exchange and intake automation.

Illustrative scenario: not a client result

What this can look like

A 20-person firm uses a cloud email suite without MFA, keeps client files in a mix of shared folders and personal drives, and has no documented backup of mailboxes.

Roll out MFA in one planned week, put in place a mailbox and file backup with a tested restore, consolidate client documents into permissioned locations and publish a DMARC policy.

Agree the measures in advance: MFA coverage, accounts with excessive access, restore test results and spoofed-mail reports.

Book a professional-services IT assessment

We review identity, email, devices, documents and backups, then propose a phased plan.

Book a free consultation