Confidential Client Data
Clients expect their information to be protected, and increasingly ask for proof.
Cloud & DevOps for Professional Services Firms
Engineering, legal, accounting and advisory firms run on confidential client data and specialist applications. We modernize infrastructure and identity so your people can work securely from anywhere, without IT getting in the way of billable work.
Client Data ProtectedSecure access from anywhere, for every team
- 10+ Years of ExperienceHands-on delivery across cloud, DevOps and enterprise IT
- AWS, Azure & Google CloudPlus private, hybrid and on-premises platforms
- Everything as CodeReviewed, repeatable and fully documented
- Security FirstLeast privilege and audit trails by default
Common Challenges in Professional Services
The problems we hear most often, and the ones our work is designed to solve.
Specialist Applications
Industry software often needs careful hosting, licensing and integration.
Hybrid Work
Staff need secure access from the office, home and client sites.
Who We Work With in Professional Services
The organizations we build for, and what each one needs most from its platform.
Engineering & Consulting
Project systems and large files available securely, wherever teams work.
Legal Practices
Document systems protected with strong access controls and auditing.
Accounting & Advisory
Client financial data secured and systems ready for busy season.
Actuarial & Benefits Consulting
Secure, reliable platforms for sensitive member and pension data.
Architecture & Design
Heavy design workloads with fast, reliable access to project files.
Research & Analytics
Reproducible environments and controlled access to client datasets.
From Assessment to Operations in Five Stages
One path from understanding where you are to running a platform you trust. Select a stage to see what it involves.
Assess
What Happens Here
We review identity, devices, applications and data handling across the firm.
What You Get
A clear picture of risk and a practical improvement plan.
The Failure It Prevents
A client security questionnaire you can’t answer.
Services Behind This Stage
Secure
What Happens Here
Single sign-on, multi-factor authentication, conditional access and device management across the firm.
What You Get
Secure access from anywhere, managed centrally.
The Failure It Prevents
A compromised password exposing client files.
Services Behind This Stage
Modernize
What Happens Here
File servers and specialist applications move to secure cloud or hybrid platforms.
What You Get
Reliable access to applications and files, without aging servers.
The Failure It Prevents
Work stalling when the office server fails.
Services Behind This Stage
Automate
What Happens Here
User onboarding, offboarding and routine IT tasks automated end to end.
What You Get
New staff productive on day one, and access removed on their last.
The Failure It Prevents
Former employees who still have access to client data.
Services Behind This Stage
Operate
What Happens Here
Monitoring, backups and tested recovery for the systems billable work depends on.
What You Get
Confidence that client work is protected and recoverable.
The Failure It Prevents
Losing days of work to ransomware or hardware failure.
Services Behind This Stage
Our Focus Areas
Where we spend most of our time with professional services teams.
Identity & Secure Access
Microsoft Entra ID or Okta single sign-on with multi-factor authentication and conditional access, so staff reach what they need from anywhere and nothing more.
Benefits
- One login for everything
- MFA everywhere
- Access tied to role
Specialist Application Hosting
Secure hosting for industry and line-of-business applications in the cloud or hybrid, with licensing, performance and integration handled properly.
Benefits
- Reliable application access
- Supported platforms
- Better performance
Onboarding & IT Automation
Automated joiner, mover and leaver processes connected to HR and identity systems, so accounts and access are always right.
Benefits
- Day-one productivity
- Instant offboarding
- Fewer manual tickets
Data Protection & Recovery
Backups, retention and ransomware-resilient recovery for client data, tested on a schedule so recovery is proven.
Benefits
- Ransomware resilience
- Defined retention
- Tested restores
How We Start
Three scoped ways to begin, each ending in something your team keeps.
Firm Security Assessment
Two weeks, fixed scope
- Review of identity, devices and data handling
- Answers ready for client security questionnaires
- A prioritized improvement plan you keep
Modern Workplace Foundation
Four to six weeks
- Single sign-on and MFA across your tools
- Secure cloud or hybrid file and app access
- Automated onboarding and offboarding
- Documentation and staff handover
Managed IT Operations
Monthly
- Monitoring, patching and backup checks
- Regular access reviews
- Senior engineers for projects and incidents
Let’s Talk About Your Professional Services Platform
Tell us where you are today and where you want to be. We’ll reply by email to set up a free meeting.