Professional Services
Secure, mobile-ready IT for legal, accounting, finance and consulting.
Law firms, accounting practices, financial advisors and consultancies live and die by client trust. That trust is built on document confidentiality, reliable email and the ability to work from a courtroom, a client site or a kitchen table without anything breaking. We design IT that holds up to that standard, with proper SharePoint governance, hardened email and devices that just work.
- Client data confidentiality and audit requirements
- Mobile and remote-first workforces
- Document management and SharePoint sprawl
- Email security and impersonation attacks
- Set up SharePoint, OneDrive and Teams with real governance so client matters are easy to find and easy to lock down.
- Harden email against impersonation and wire fraud with DMARC, anti-phishing and tenant-wide MFA.
- Manage laptops with Intune so a lost device is an inconvenience, not a privacy incident.
- Provide a friendly bilingual helpdesk for partners and staff who do not have time to fight their tools.
What good looks like.
The practical results clients in this industry see after the first 90 days.
Client data that is genuinely organized, not just stored somewhere.
Audit-friendly answers when a client or regulator asks how you protect information.
Fewer wasted hours every week on small IT friction.
A predictable IT cost per seat that you can build into your rates.
A starting stack for Professional Services.
Managed IT Services
Proactive monitoring, patching and engineer-led support that keeps your team productive.
Learn moreCybersecurity Services
Layered defence, identity protection and compliance support built around real SMB risk.
Learn moreMicrosoft 365 Services
Tenant design, security hardening, Intune, SharePoint and Teams done properly.
Learn moreHelpdesk Support
Friendly, fast Canadian helpdesk with real engineers - not scripted readers.
Learn moreWhat regulators, insurers and clients expect
The compliance pressures we see most often in professional services - and how we cover them.
Law Society / CPA / regulator expectations
Most regulators expect documented confidentiality controls, secure remote access and breach reporting procedures. Our baseline is built to satisfy these without bureaucratic overhead.
Client confidentiality agreements
Many enterprise and government clients now require a written information-security addendum. We help you produce one you can defend.
Trust accounting & wire-fraud risk
Email-based fraud targeting law and accounting firms is the single largest loss vector. DMARC, anti-impersonation and tenant-wide MFA are non-negotiable.
How IT should feel in professional services
What a normal day looks like once the environment is documented, hardened and supported properly.
Matter setup
New client / matter provisioned in SharePoint with the right access, naming and retention defaults - not by copying yesterday's folder.
Working from anywhere
Court, client site, kitchen table - same secure access, same SSO, no VPN gymnastics.
Document exchange
External sharing controlled, logged and time-limited. No more emailing zipped PDFs.
Matter close
Retention and archival happen automatically per policy, not manually per partner.
What we typically deploy
A starting point - we right-size to your environment, vendors and budget.
- Microsoft 365 Business Premium / E3
- SharePoint / OneDrive with matter-centric architecture
- Intune (Windows + iOS/macOS)
- Defender for 365 with anti-impersonation
- DMARC at p=reject
- Bilingual EN/FR helpdesk
Professional Services questions we hear most
Let's right-size your IT in 30 minutes.
No sales pitch. We review your current environment, identify key risks and quick wins, and leave you with a practical roadmap you can actually use.
Prefer a shorter introductory call first? Quick intro calls are also available.
- Microsoft 365 review
- Security quick wins
- Backup & recovery assessment
- Infrastructure recommendations
- Operational risk review
A prioritized list of quick wins, risks, and next steps. Yours to keep, whether we work together or not.