Industries

Industry · Legal & accounting

Protect confidential matters, financial records and professional deadlines.

Strengthen Microsoft 365, client documents, devices and recovery while organizing evidence for client and regulatory expectations.

The business challenge

Professional trust is concentrated in accounts and documents.

Legal and accounting firms exchange sensitive files, payment instructions and privileged communications through cloud platforms and email. A compromised identity can look legitimate, while unavailable records can place time-sensitive obligations at risk.

We combine technical safeguards with practical approval and recovery procedures, then provide clear evidence of how priority risks are managed.

Clear scope

What this service does and does not promise.

Legal privilege, professional rules and regulatory applicability require qualified counsel or compliance advice.

Security controls support but cannot guarantee prevention of fraud or unauthorized disclosure.

Practice-management application projects require product-specific scope.

Core capabilities

One managed outcome, supported by connected capabilities.

The service is assembled around the business result, not around a collection of disconnected products.

Identity and payment protection

Strengthen access and support independent verification for sensitive financial changes.

Document and endpoint controls

Review sharing, permissions, device coverage and selected activity evidence.

Microsoft 365 readiness

Coordinate email security, account lifecycle, privileged access and recovery options.

Client assurance

Organize control ownership and evidence for questionnaires and engagement requirements.

How we work

Small enough to start. Structured enough to scale.

We reuse suitable tools already in place, add only what the scope needs and keep ownership visible from the beginning.

Identify trust paths

Map client records, approvals, accounts, devices and critical deadlines.

Strengthen workflows

Prioritize access, email, endpoint and recovery controls with accountable owners.

Maintain evidence

Review exceptions, incidents, access changes and client-assurance material.

What you receive

Operational outputs your team can actually use.

Every engagement produces visible evidence, priorities and decisions. The value is not limited to access to another tool.

Confidential-workflow security baseline.

Access, device and sharing register.

Payment-change and incident escalation procedure.

Client security evidence summary.

Plans and pricing

A practical starting point for this outcome.

Standard combines identity, email, Microsoft 365 backup and continuity for firms handling confidential or financial records.

The plan baseline and implementation terms are shown clearly. Infrastructure, third-party licenses, telemetry volume, extra locations and extended coverage are confirmed during scoping.
Recommended starting planStandard · Business Resilience
$149/managed entity/month
10-entity minimum · $1,490/monthImplementation from $990

Start with your environment

Define the smallest scope that creates a useful result.

We will identify the priority systems, existing tools and practical first milestone before proposing a managed plan.

Talk to our team