Industry
Professional Services
Microsoft 365, data protection and AI governance for teams handling sensitive client and business information.
Consultancies, accountants, law firms, engineering, architecture, real estate and B2B service teams all run on confidential information — and clients increasingly expect you to protect it.
Our message
Microsoft 365, data protection and AI governance for teams handling sensitive client and business information.
Typical problems
Risks for information-heavy teams
Confidential information
Client and matter data that must not leak.
Phishing & account theft
Microsoft 365 account takeover targeting partners and staff.
Excessive document sharing
Over-shared files and broad permissions across the firm.
Ungoverned AI use
Staff using AI tools on client data without rules.
No reliable backups
Limited or untested backup of critical documents.
Client security questionnaires
Enterprise clients asking questions you can’t yet answer.
How we help
Secure productivity for professional services
Protect client trust without slowing the team down.
- Microsoft 365 and Entra ID hardening with sensible, low-friction controls.
- Data protection, sharing and DLP so confidential files stay confidential.
- A practical AI usage policy and governance for tools like Copilot and ChatGPT.
- Help answering client and enterprise security questionnaires.
- Awareness training for partners and staff on phishing and fraud.
Protect client trust
Start with a Microsoft 365 Security Assessment built for professional services.