We know professional services
Client trust is the product. A slow file server or an exposed inbox damages your reputation as much as your operations. We manage the systems behind client communication, document storage, and billing so they stay fast and secure.
Compliance
Many professional services firms handle financial or personal client data subject to the FTC Safeguards Rule or Florida's data breach notification law. We align access controls and data handling with whichever standards apply to your firm, and document what we do rather than overstating our certifications.
Relevant services
The firms we mean
Consulting firms. Insurance agencies. Engineering and architecture offices. Staffing and recruiting. Title and escrow. Nonprofits with a professional staff. Any client-facing business where the work product is expertise and the systems behind it are email, documents, a line-of-business application, and a phone.
Those businesses share a profile: no internal IT, a reputation that depends on looking competent, client data that would be embarrassing or illegal to lose, and an owner who wants technology handled rather than discussed.
What we manage for professional firms
- Office network, Wi-Fi, printers, and workstations, with a plan for the hybrid staff
- Microsoft 365 or Google Workspace with a real security baseline
- Line-of-business software support and vendor coordination
- Secure client document exchange and e-signature
- Cloud phone systems with mobile apps for staff who work from anywhere
- Endpoint detection, email security, MFA, and staff training
- Tested backups and a written recovery plan
- Quarterly planning so technology spend is a budget line, not a surprise
Common gaps we find
- Client files on a sync service with no backup and no access controls
- A shared office password that's been the same since the lease was signed
- MFA on some accounts but not the owner's
- Printers, cameras, and smart TVs on the same network as the file server
- Email forwarding rules nobody set up, quietly copying mail out of the office
Compliance that applies more often than firms realize
Insurance agencies and some consultancies handle financial data covered by the FTC Safeguards Rule. Every Florida business is subject to the state's breach notification law. Clients in regulated industries increasingly send security questionnaires before signing. We put the controls in place, document them, and answer the questionnaires with you.
When files are gone and everyone says so
A realtor's previous provider rebuilt her machine after a virus and told her the files were lost. We recovered them. Read the story.