Confidentiality isthe whole product.
Law firms, accounting and tax practices, and financial advisories. We protect privileged communications, simplify decade-spanning document retention, and answer your clients' cybersecurity questionnaires before they ask twice.
Compliance scope
Typical engagement
5–250 users · 1–6 offices
Who we usually meet
Managing partner, firm administrator, or COO. Often inherited a 'works fine' IT setup that hasn't kept pace with client questionnaires, hybrid work, or document retention growth. Allergic to surprises in front of clients.
Professional services firms — legal, accounting, financial advisory — operate on a substrate of confidentiality. A breach doesn't just cost money; it ends careers, blows up cases, and may itself be a regulatory event. We design every engagement around three realities: privileged information has to stay privileged, document retention obligations span decades and vary by matter type, and your clients' cybersecurity questionnaires are getting more pointed every year.
What we hear in discovery
The pro services pain points,named.
Privileged communications, end-to-end.
Email containing privileged content has to be encrypted in transit and at rest, recoverable only by intended recipients. SMS and consumer file-sharing apps are not the answer — and your insurance carrier knows it.
Document retention rules are a labyrinth.
Tax records 7 years, real estate documents potentially permanent, client matters 7–10 years per state bar, engagement letters varies — and litigation hold can override all of it. Storage strategy gets complicated fast.
Senior partners work from everywhere.
Court, the airport, a client site, vacation homes. Each environment is a potential exposure point, and 'just VPN in from anywhere' isn't a credible answer in 2026.
Client cybersecurity questionnaires keep getting harder.
Every Fortune 500 client now sends a 30-question security questionnaire. The content overlaps but the formats don't. Every new engagement is fresh paperwork unless your evidence library is already staged.
How we solve them
The C2 playbook for pro services.
Email encryption + DLP for privileged communications.
Outbound encryption gateways with privilege markers, recipient verification, and audit trails. Sensitivity labeling on documents that follows them across the firm and out to opposing counsel.
Service: CybersecurityPer-matter retention with tiered storage.
Active matters on fast local storage; closed matters on Wasabi cold storage with retention policies tied to matter type. Legal hold workflows that override retention. Roughly 60% lower storage cost than flat-hot architecture.
Service: Data Recovery & BackupsConditional access and posture-checked remote work.
MFA at every entry point. Posture checks before tunnel up. Step-up authentication for sensitive matter folders. Senior staff get the experience they expect with the audit trail your malpractice carrier wants.
Service: VPN Design & ImplementationPre-staged client questionnaire evidence.
We maintain a living evidence library answering the 80% of cybersecurity questions every client asks. New questionnaires get filled by mapping to existing controls in hours, not weeks.
Service: CIO Services & IT ConsultingHow we run it
Retention rules, automated.
Per-matter retention policies, automatic tier-down to cold storage at the policy boundary, legal-hold workflows that pause everything. The audit trail prints itself.
Where to start
Services pro services clients ask for first.
FAQ
Pro Services questions, answered.
Do you support our practice management software?
How do you handle attorney-client privilege in cloud systems?
Can you help with our clients' cybersecurity questionnaires?
How do you handle litigation hold and e-discovery requests?
Are you familiar with state bar ethics rules around technology?
Ready to stop fighting your IT?
Tell us what's breaking, what's slowing you down, or what you're trying to build. We'll respond same-day with a real plan — no boilerplate sales sequence.
Same-day response, weekdays. After-hours: ring through to on-call.