Protect client trust. Adopt AI safely. Stay compliant.

Your clients hand you their most sensitive information. We help law firms and accounting practices prove it's safe — with security assessments, compliance readiness, secure AI adoption, and the automation to run a tighter practice. Also serving real estate and professional services firms.

Built for firms of 10–100 people facing bar, IRS/FTC Safeguards, insurer, and client security requirements — without in-house IT or security staff.

Get your free Exposure Snapshot →

For law firms →For accounting firms →

Cyber Security & Compliance Assessment

Fixed fee

  • Know exactly where client data is exposed — devices, access, MFA, backups, vendors
  • Severity-ranked findings report written for insurers, auditors, and clients
  • A remediation roadmap that satisfies compliance questionnaires — no enterprise jargon
  • Optional Secure AI Adoption Snapshot — govern ChatGPT/Copilot use before it leaks client data

Business Automation Audit

Fixed fee

  • Workflow and tool-stack inventory across intake, delivery, and billing
  • Repetitive task analysis with hours-saved estimates
  • Prioritized automation roadmap you can act on immediately

Managed vOps Retainer

Monthly

  • Ongoing remediation follow-through and recurring compliance review cycles
  • Monthly security & automation review reports you can hand to clients and insurers
  • One accountable partner for security and operations

Book a discovery call