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Sector

IT for professional services

At professional services firms the contents of the case files are the business. Confidentiality, findability and availability therefore weigh heavier than at the average organisation, while people still want to work anywhere.

In short
  • Case files and documents centrally in Microsoft 365, with a permission model per file or client.
  • Hybrid working without cumbersome steps: multi-factor authentication, conditional access and managed devices.
  • Daily backup of mail, SharePoint and OneDrive, with a tested restore procedure.
  • Awareness training and phishing simulations, because invoice fraud and spoofing target this sector.
  • Demonstrable security for clients and professional bodies, with ISO 27001 as the framework.
Last updated: 10 November 2026
What we do

Our service for professional services firms

Managed workplaces

Four blends with workplace management, backup, security and clear agreements. For 1 to 25 workplaces.

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Network and infrastructure

Cabling, wifi with UniFi, firewalls with MikroTik, fibre and 5G failover. Installed and managed by our own engineers.

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Cybersecurity and NIS2

Endpoint security, MDR, awareness training and the documentation the Cybersecurity Act asks of you.

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AI and automation

From AI strategy to working agents in your own processes, with a GDPR and AI Act assessment up front.

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What weighs heavier here

Confidentiality and findability

Permissions per case file

Not everyone needs access to every file. We clean up SharePoint and Teams permissions and keep them current, even as staffing changes.

Invoice fraud and spoofing

Professional services firms are a popular target for fake invoices and mailbox eavesdropping. Filtering, DKIM, DMARC, SPF and awareness belong together.

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Working outside the office

At clients, at home or in court: the same workplace, with secure access and devices you can manage or wipe remotely.

Retention periods

Case files carry retention obligations. We set up retention and backup so you lose nothing too early and keep nothing longer than needed.

Questions from clients

Large clients and professional bodies ask for demonstrable measures. We supply the evidence so you can handle questionnaires quickly.

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AI in case work

Searching your own contracts and files, with source references. Only worthwhile once the permission model is in order.

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Frequently asked questions

We use sector-specific software. Can that come along?

Almost always. During the inventory we look at whether the application can run in the cloud or is better kept local, and what that means for management and backup.

What about confidentiality?

Our staff are bound by confidentiality, and where we process personal data for you we sign a data processing agreement.

Can partners and staff have different permissions?

Yes. We work with role profiles, so permissions are predictable and correct automatically when people join or leave.

Will our people notice the extra security?

As little as possible. Multi-factor authentication and conditional access are set up to stay out of the way of daily work.

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Looking for an IT partner for your firm?

Book an introduction. We look at your file structure, your permissions and where the risks are.