IT as dependable and discreet as the advice you give.
Law firms, accountants and consultancies run on client trust — your IT needs to match that standard, not undermine it or cost you billable hours.
Common pressure points
Client confidentiality
Access control and data handling need to be right, not just assumed to be right.
Uptime during business hours
Email and document access going down costs billable hours, not just convenience.
Rising security expectations
Clients and insurers are increasingly asking pointed questions about your setup.
Document & email retention
Client files and correspondence need to be kept, findable and protected for as long as your regulator or professional body requires.
Identity, access control and compliance support suited to client-facing work.
Specific solutions for client-facing practices
Beyond the five pillars, here's the kind of work we're regularly asked for by law firms, accountants and consultancies.
Secure client portals
Replace email attachments with a portal clients can log into, so sensitive files never sit in an inbox.
Practice & case management setup
Configuration and integration of the case, matter or practice management system you already use, or help choosing one.
E-signature workflows
Contracts and engagement letters signed securely online, with a proper audit trail.
Retention & archiving
Backup and archiving set up to match your professional body's specific record-keeping rules.
Identity & access control
MFA, role-based access and leaver processes tightened to confidentiality requirements.
Billable-time automation
CRM and time-tracking connected so less admin sits between you and billable work.
Client Trust & Uptime Readiness Score
Five honest yes/no questions covering the basics client-facing firms get judged on — a quick gut-check, not a full audit.
1. Does everyone use MFA on email and case management systems?
2. Do sensitive client files travel through a secure portal, not unencrypted email?
3. Are backups and document retention set up to match your professional body's rules?
4. If email or case files went down, would you keep working without losing billable hours?
5. Could you show a client or insurer clear documentation of your setup if asked?
Professional services FAQs
We're not a substitute for your regulator's own guidance, but we've worked with the security and confidentiality expectations common across law, accountancy and consultancy — and we'll flag early if something needs a specialist's sign-off.
Yes — this is one of the most common requests from professional services firms, and we'll size it to your caseload rather than oversell an enterprise system you don't need.
We help build backup and retention practices around whatever your professional body or regulator requires. You'll need to confirm the exact rules that apply to you, but we make sure the technical side actually meets them.
Access controls, encryption in transit and at rest, and MFA as standard — the same baseline we'd recommend to any business handling confidential information, tightened further if your work calls for it.
IT your clients never have to think about.
A free, no-obligation look at where you stand today.