Client data, matter files and document workflows carry confidentiality obligations. Hybrid working expands the attack surface. AI tools are arriving without governance frameworks. We help professional services firms close the gaps — in access control, secure communications and Microsoft 365 configuration.
Select a pressure to see where control often starts to drift.
Matter files, client correspondence and commercially sensitive information require clear access boundaries, retention policies and confidentiality controls.
Matter files, client correspondence and commercially sensitive information require clear access boundaries, retention policies and confidentiality controls.
Organisations in this sector that close the gaps typically follow the same pattern.
Matter and project files have clear access controls, documented ownership and retention processes that hold up under client or regulator scrutiny.
Staff changes, secondments and departures no longer leave access gaps. Access follows the engagement lifecycle rather than outlasting it.
Internal and client-facing communications use appropriate, managed channels — reducing exposure and supporting the firm's duty of confidentiality.
Permissions, data boundaries and governance controls are configured before AI tools are introduced — so productivity gains do not create data risk.
Matter and project files have clear access controls, documented ownership and retention processes that hold up under client or regulator scrutiny.
Staff changes, secondments and departures no longer leave access gaps. Access follows the engagement lifecycle rather than outlasting it.
Internal and client-facing communications use appropriate, managed channels — reducing exposure and supporting the firm's duty of confidentiality.
Permissions, data boundaries and governance controls are configured before AI tools are introduced — so productivity gains do not create data risk.
Choose one of three short diagnostics. Each is a 15-question check shaped around your sector. You will see your results immediately and receive a downloadable PDF report with practical analysis and prioritised next steps as soon as you finish.
Need help interpreting the results? You can talk them through with our team afterwards.
Built around client confidentiality, regulator expectations where relevant, cyber resilience, Microsoft 365 controls and safe AI use.
Could your client files, matter or project data and confidential documents withstand a cyber incident, audit or AI rollout without exposing hidden control gaps?
15 questions • 5 control areas
Are your mobile access, hybrid-working devices and client communication routes creating an unseen cyber, leaver or data-access gap?
15 questions • 5 control areas
Is Microsoft 365 controlled well enough for secure collaboration, external access, Copilot and automation?
15 questions • 5 control areas
Five service areas, each shaped around the pressures and priorities of this sector.
We support organisations where uptime, security, access, communication and data control matter to day-to-day operations. Sector-specific customer stories are in preparation.
Customer stories in preparation
Sector-specific customer stories are being prepared. These will show how similar organisations approach support, security, Microsoft, communications and data control.
A story focused on client document handling, matter access control and confidentiality obligations in a regulated professional services firm.
A story focused on mobile access, secure communication routes and hybrid working governance for a professional services team.
A story focused on permissions, document workflows and AI readiness governance for a client-facing professional services organisation.
Our own assurance
How Microsoft Copilot interacts with matter files, client data and SharePoint permissions — and the configuration decisions that need to happen before you enable it.
In preparation for this sectorHow matter files, client folders and shared drives accumulate risk over time — and what a proportionate data governance response looks like.
In preparation for this sectorComplete a 2-minute review first, or speak to us if you already know where the pressure is.
