IT support for law, accounting and advisory firms
We look after the systems your firm runs on: Microsoft 365, document and practice platforms, secure access and backup, with clear evidence of controls when insurers or clients ask.
Firms like yours
Professional firms share the same pressures: client confidentiality, deadlines, document-heavy work, external collaboration, insurance evidence, access control, backup and vendor complexity. The details differ by practice type, so we support the technology environment around the way each firm actually works.
Law firms
Matters · Confidentiality · EvidenceLaw firms run around matters, deadlines, client confidentiality, partner oversight, document control and fee-earner access.
We look after the matter files, email, secure sharing, client portals and discovery material around them, plus the evidence your insurer asks for and the controls around AI use.
- Matter-level access and permission control
- LEAP, Actionstep and practice-system support pathways
- iManage, NetDocuments, SharePoint or hybrid document environments
- Secure client, barrister and external adviser sharing
- Cyber insurance evidence aligned to Essential Eight expectations
- Governed AI, AML/CTF and APP 1 evidence support
Accounting practices
Lodgements · Client files · WorkflowAccounting practices run around client files, lodgements, payroll, document requests, advisory work, tax records, working papers and recurring client workflows.
We support the IT layer around document management, client portals, payroll and tax platforms, cyber insurance evidence and AML/CTF intake requirements.
- Xero, MYOB, QuickBooks and practice-platform support pathways
- FYI Docs, SharePoint, OneDrive and document workflow structure
- Microsoft 365, Teams, email and endpoint security
- MFA, Conditional Access and user lifecycle management
- Backup and recovery for client files, email, finance and documents
- Client intake, due diligence and evidence capture for AML/CTF Tranche 2
Advisory firms
Data rooms · Deliverables · DeadlinesAdvisory firms often sit between accounting, consulting, corporate finance, transaction support, risk, governance, property, restructuring or commercial advisory work.
Their environment is document-heavy, deadline-driven and confidentiality-sensitive: data rooms, board papers, client deliverables, evidence packs and external collaboration with clients, lawyers, accountants and financiers.
- Secure access to client files, data rooms and project workspaces
- Microsoft 365, Teams, SharePoint and external collaboration controls
- Governed AI use inside firm-controlled systems
- Privileged access, MFA, Conditional Access and endpoint security
- Backup and recovery for client deliverables, email and project records
- Cyber insurance evidence and Essential Eight-aligned controls
What we look after for your firm
Professional firms don't need more technology noise. They need the systems around client work to be secure, understandable, well run and easier to evidence. We help with the practical operating layer: access, documents, identity, Microsoft 365, security, backup, recovery, workflow, AI and the vendors around the firm.
AML/CTF intake, screening and evidence capture
AML/CTF Tranche 2 obligations now apply to certain services provided by lawyers, conveyancers, accountants and trust and company service providers. For most firms the operational impact sits at intake: due diligence, PEP and sanctions screening, approvals, transaction monitoring, suspicious activity reporting and seven-year record retention.
We design the technology layer around that workflow: Microsoft 365, SharePoint, Lists, Teams, Power Automate, practice systems and controlled integration with screening tools.
Cyber insurance evidence and Essential Eight alignment
Insurers and larger clients now ask for evidence, not assurance: MFA, privileged access, patching, endpoint protection, backup, restore testing, incident response and broader Essential Eight alignment. A firm can hold the right controls and still lose days assembling proof from screenshots and partner-by-partner email trails.
We keep the evidence current: MFA coverage, Conditional Access, patching position, backup and restore evidence, Microsoft 365 posture and incident-response documentation.
Governed AI inside firm-controlled systems
AI is already inside professional work: summarisation, drafting, research, briefing notes, correspondence and knowledge retrieval. The risk isn't that AI is useful; it's unmanaged AI touching client data or old document stores with permissions no one has reviewed for years.
We help define approved tools, data boundaries, access controls, retention and monitoring. Before Microsoft 365 Copilot or similar tools land, we review permissions, SharePoint structure and sensitivity controls first.
Matter, client and project access control
Firms have constant access movement: partners, fee earners, graduates, contractors, external counsel, outsourced bookkeepers and vendors. Access that made sense during a matter or engagement becomes a risk after the work changes.
We structure access across Microsoft 365, Teams, SharePoint, document platforms and practice systems: MFA, Conditional Access, role-based permissions, guest access, onboarding, offboarding and stale-account cleanup.
Microsoft 365, document systems and email security
Microsoft 365 is usually the operating layer: email, documents, Teams, SharePoint, OneDrive and external sharing, with practice platforms like LEAP, Actionstep, iManage, NetDocuments, FYI Docs, Xero, MYOB or NetSuite layered around it. Client work moves between platforms, not inside one system.
We make that connected environment easy to run: structure, permissions, secure email, endpoint protection, identity, backup and vendor coordination.
Backup, recovery and continuity for client work
Backup needs to cover what the firm actually depends on: Microsoft 365, email, document platforms, matter files, client records, finance data and practice systems. The practical question isn't whether backups exist: it's whether the firm can recover the right data fast enough to keep client work moving.
We review coverage, restore evidence, recovery priority, Microsoft 365 backup, identity recovery, incident response and continuity planning.
Architecture, resilience, restore evidence and sequenced remediation.
Responded to a real business email compromise event, then hardened the path so the next is caught earlier.
Recovery tested against cyber-attack conditions, not job-success logs.
Recent work with professional firms
Why firms stay with us
We run the systems behind client work: Microsoft 365, document and practice platforms, access to matters and engagements, and the security evidence insurers and clients ask for, kept current as the firm changes.
01Practical experience with professional-firm workflows
We understand environments built around matters, clients, working papers, lodgements, data rooms, email, Teams, SharePoint and document systems. Support is shaped around the way firms actually work, not just the devices they use.
02Engineering-led support, not ticket passing
Recurring issues go to senior engineers, who fix the cause, whether it's access, Microsoft 365 or a vendor system.
03Security-led design across identity and access
MFA, Conditional Access, permissions, external sharing, guest access, email security, endpoint protection and offboarding are structured so client and matter access stays controlled as people change.
04Essential Eight and cyber insurance evidence
Firms are increasingly asked to prove controls, not just claim them. We make security settings, backup coverage, recovery capability, MFA, patching and Microsoft 365 protections easier to explain to insurers, clients, partners and auditors.
05Governed AI and secure productivity improvement
AI and automation help, but only when information access is understood first. We review where tools touch client data, documents, emails and workflows so productivity gains don't create unmanaged exposure.
06Clear visibility for decision-makers
Owners, partners, practice managers and operations leaders get a clear view of the environment: where the risks sit, what needs improvement and which actions matter most. Practical visibility, not reporting overhead.
Related services
The whole firm environment, run as one discipline.
LEAP · Xero · iManage · FYI Docs environments supportedExplore Managed IT →Client-data controls that can be evidenced.
Essential Eight alignment · cyber insurance evidenceExplore Cybersecurity →Secure access for a firm that works everywhere.
Fortinet and Cisco Meraki capabilityExplore Networks & SD-WAN →The platforms that hold client and matter data.
Azure · Microsoft 365 · hybrid document environmentsExplore Infrastructure & Cloud →AI and automation, adopted safely and put to real work.
Copilot readiness · Power Platform · governed AIExplore AI & Automation →Specify, source and deploy the right technology.
Platform selection · practice-system moves · vendor strategyExplore Technology Procurement →What firms usually ask us
On AML/CTF intake, practice and document platforms, cyber insurance evidence, governed AI, privacy readiness and where our work meets the platform vendors.
What changed at client intake on 1 July 2026?
Can you help law firms with LEAP, Actionstep, iManage or NetDocuments?
Can you help accounting practices using Xero, MYOB, QuickBooks or FYI Docs?
How do you support cyber insurance evidence?
Can you help with governed AI for client work?
Can you help with APP 1 disclosure readiness?
Can you help when a fee earner, adviser or contractor leaves?
Let’s talk about your firm
Tell us what’s on your plate: a renewal, an office move, a security questionnaire. We’ll tell you where we’d start.
Contact us