INDUSTRY · PROFESSIONAL SERVICES

Professional Services IT services

Law firms, accounting practices, consulting groups, architectural and engineering firms, your billable hour is your inventory. We build infrastructure where SSO, MFA, document access, and remote work just work, and where a partner traveling on Friday can sign a deliverable from a hotel without IT involvement.

What we see breaking first

The operational headaches buyers in professional services routinely describe to us. If two or more of these sound familiar, the rest of this page is worth reading.

Document management systems that work great in the office and badly everywhere else

Remote-access stacks that break monthly because they were never designed for the way the team actually works

Email and calendar sprawl after years of M&A or partnership changes

Confidential matter handling, partner-to-partner communication that needs ironclad isolation

Hard deadlines (closings, filings, audits) where IT downtime is a billable-hour disaster

What we do for professional services

Identity-first remote access (ZTNA)

Zero Trust Network Access for partners, associates, and contractors, replacing legacy VPNs that fall over when half the firm is mobile.

Document management & collaboration

iManage, NetDocuments, Microsoft 365, or Google Workspace deployed with proper retention policies, ethical walls, and matter-based access control.

Secure file sharing with clients

Branded portals, encrypted exchange, and audit trails for client deliverables, replacing email attachments and ad-hoc Dropbox.

Closing-day reliability

Architectures that hold up on the busiest day of the quarter: redundant uplinks, identity that doesn't fail, and a contact-tree we've actually rehearsed.

M&A integrations that don't blow up identity

Tenant-to-tenant migrations, address-book consolidations, and conditional access designs that survive the merger without locking partners out.

Frameworks & regulations that come up

We map controls and gather evidence against the frameworks your industry actually uses. Working alongside your auditor or assessor, never replacing them.

SOC 2 Type II

Increasingly required by clients and investors. We support the security, availability, and confidentiality criteria most professional service firms scope.

ABA Model Rule 1.6 / state bar guidance

For law firms, technical safeguards aligned to attorney duty of confidentiality, ethical walls, and reasonable security expectations.

GLBA Safeguards Rule

For financial advisors and CPAs handling consumer financial data: written security program, MFA, encryption, vendor management.

AICPA SSAE 18

For audit firms and assurance practices, technical control posture aligned to the standards your own assurance work runs on.

Engagements like this

Real engagements with the situation, the build, and what changed afterward.

Regulated services · Security Operations & MDR

Security Monitoring & File Integrity for Compliance

Deployed file integrity monitoring with extended log retention for security operations, materially reducing detection time and strengthening audit readiness.

100%

In-scope servers covered

5–15 min

Mean time to detect changes

0 critical

Audit findings

Services we lead with for professional services

Common questions in professional services

Can you handle closing day or audit-deadline workloads?

Yes. We architect for peak load, run pre-deadline readiness checks, and stand up a dedicated bridge for major events when requested. The goal is that nobody on the deal team thinks about IT during the close.

What about ethical walls and matter-based access?

Document management systems are configured for matter-based access lists, with conflict-of-interest screening procedures and audit trails. Conditional access policies enforce the boundary at the identity layer too.

Do you work with iManage / NetDocuments specifically?

Yes, we deploy and operate both. We're vendor-neutral; we'll tell you when one is a better fit than the other for your firm's size, growth plans, and existing investments.

Designed for professional services

Tell us about your environment and where it hurts. We'll come back with a plan and an honest assessment of fit.

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