Protect client work and your reputation
Law firms, accountants, and other professional services firms sell expertise and trust. A single incident or client data exposure costs revenue, reputation, and legal exposure. We design controls and runbooks that protect billable work, simplify audits, and make security a business enabler for proposals and renewals.
Where firms commonly break down
- Client data spread across unmanaged devices and third party apps.
- Ad hoc vendor onboarding that creates supply chain risk.
- No single place for audit evidence when clients or regulators ask.
- Inconsistent backups and recovery plans that threaten billable hours.
- Security work that pulls consultants and partners off client engagements.
What we deliver to professional services firms
We turn security and operations into repeatable, low-friction processes that protect client work without slowing engagement delivery.
- A practical client-data inventory and control map so every engagement has clear boundaries.
- Role-based policies and checklists for consultants, contractors, and partners that are short and enforceable.
- Secure remote access and least-privilege controls so client systems are not exposed during engagements.
- Vendor onboarding and third-party risk checks built into proposals and SOWs.
- Backup, continuity, and incident playbooks that restore billable work fast.
- Audit-ready evidence and short reports you can share with clients or insurers.
Snapshot first - measure to decide
We begin by measuring current state so scope and decisions are factual and focused. The Snapshot delivers:
- A client-data map showing where sensitive information lives.
- A vendor and third-party inventory with exposure notes.
- A controls gap analysis across access, backups, logging, and policy adoption.
- Quick wins and the highest-value items to sequence first.
- You get a single prioritized roadmap you can act on immediately.
Scope and objectives - agreed after we measure
After the Snapshot we confirm what to protect and what success looks like. We set:
- Which client engagements, systems and vendors are in scope.
- Recovery targets and acceptable service levels for billable work.
- Measurable acceptance criteria and named owners.
- This keeps work tightly focused on reducing client risk and avoiding scope creep.
Our five-step client process
- 360-degree Snapshot (five days) - inventory client data, vendors, controls and evidence, and deliver a prioritized remediation roadmap.
- Scope and Objectives - sign-off on in-scope engagements, recovery and service targets, owners, and acceptance criteria.
- Design and policies - practical client-data controls, vendor onboarding rules, access templates, and short SOPs for delivery teams.
- Implement and validate - staged changes, secure access rollout, backup and recovery tests, and vendor gating enforcement.
- Operate and prove - scheduled audits, evidence capture, client-ready reports, and governance to keep controls current.
Deliverables - what you will receive
- Snapshot Report - client-data map, vendor exposure, and prioritized remediation roadmap.
- Signed Scope and Objectives - agreed in-scope items, targets, and owners.
- Policy and control pack - client-data handling rules, vendor onboarding checklists, and operator SOPs.
- Access and vendor templates - least-privilege access patterns and contract gates for third parties.
- Backup and recovery playbooks - tested procedures to restore billable systems and client deliverables.
- Audit bundle - evidence templates and client-ready security statements.
- Training and handover - short briefs for delivery staff, client-facing statements, and governance calendar.
Timeline and what to expect
- Days 1 to 5 - Snapshot and prioritized roadmap with our five-day clarity guarantee.
- Week 2 - Scope and Objectives sign-off and target control design.
- Weeks 3 and up - implementation sprints, vendor gating, and recovery testing. Timing varies by scope and vendor complexity.
- Ongoing - recurring evidence capture, periodic client readiness checks, and governance updates.
How we measure success
- Snapshot delivered and Scope and Objectives signed by stakeholders.
- Client-data inventory and vendor register complete and verified.
- Policies and vendor gates implemented and enforced in delivery workflows.
- Backups and restore tests validated for critical billable systems.
- Audit-ready evidence accessible for client requests within agreed timeframes.
- Delivery teams trained and following SOPs during engagements.
Key risks and how we mitigate them
- Unmanaged client data - we run discovery, classify data by risk, and enforce handling controls.
- Vendor or subcontractor gaps - we require onboarding checks, contractual gates, and periodic revalidation.
- Interruption to billable work - we use staged changes and recovery rehearsals to avoid production impact.
- Client-facing disclosures - we prepare clear, client-ready statements and evidence so you control the narrative.
- Regulatory or contractual fines - we document evidence and remediation steps so obligations are demonstrably met.
Three simple next steps - protect client trust now
- Book a free 30-minute Clarity Consultation - we confirm which client data or engagement is highest risk and what outcomes matter most.
- We run the five-day Snapshot - you get a client-data map, vendor exposure report, and a prioritized roadmap tied to protecting billable work.
- We kick off Week 1 sprint - Delivery assigns the lead, we finalize scope and objectives, and begin implementing controls and vendor gates so client work stays secure.
