Managed IT for Professional Services
Client trust is the currency of professional services. We protect your data, your reputation, and your ability to serve clients without technology getting in the way, while meeting the compliance requirements your profession demands.
Professional Services We Specialize In
Law Firms
Bar association cybersecurity requirements, attorney-client privilege protection, e-discovery support
Financial Advisors & RIAs
SEC/FINRA cybersecurity guidance, client financial data protection, Form ADV disclosure requirements
Insurance Agencies
State insurance department requirements, client PII protection, FTC Safeguards compliance
Consulting Firms
Proprietary client data, NDA compliance, multi-client data segregation
Engineering Firms
Design IP protection, ITAR compliance (defense), project data security
HR & Benefits Firms
Employee PII and medical data protection, ERISA considerations
IT Challenges in Professional Services
Professional services firms face IT requirements that are more nuanced than most industries and more consequential when they go wrong.
Client Confidentiality
Whether you're a law firm protecting attorney-client privilege, a financial advisor safeguarding investment data, or a consultant managing proprietary client strategies, you handle information your clients expect to stay private. A breach isn't just a business problem. It's a professional ethics problem. Your IT must be built to match the trust your clients place in you.
Secure Remote & Hybrid Work
Today's professional services firms operate from offices, client sites, home offices, and airports. Providing your team with secure, reliable access to files, email, and applications from anywhere without creating security gaps requires a thoughtful architecture of VPN, cloud applications, and device management.
Document & Records Management
Professional services firms generate, manage, and store enormous volumes of sensitive documents. Contracts, correspondence, financial records, and case files must all be organized, backed up, and protected while remaining accessible to authorized staff. A lost or leaked document can have legal and reputational consequences.
Profession-Specific Compliance
Attorneys face state bar requirements on data protection. Financial advisors must comply with SEC and FINRA cybersecurity guidance. Insurance agencies fall under state insurance regulations. We understand the compliance landscape across professional services and build programs that satisfy these requirements.
"Michael L. Hawkins & Associates, P.L.L.C., is certainly pleased to have partnered with SimplifIT in the management and support of our office computer and software systems. These guys are great at what they do to maximize my network's performance and they keep us safe from cybercriminals. I highly recommended them."
Michael Hawkins, Attorney
Michael L. Hawkins & Associates, PLLC
What We Deliver to Professional Services Firms
A complete IT and security program that protects client confidentiality and meets your profession's regulatory requirements.
Client Data Encryption
Encryption at rest and in transit for all client files and communications, protecting confidentiality even if a device is lost or compromised.
Secure File Sharing
Client portals and secure email so sensitive documents are never transmitted unprotected.
Remote Access Infrastructure
VPN, cloud applications, and MDM so your team works productively from anywhere with full security.
Document Management Integration
Support for NetDocuments, iManage, SharePoint, and other DMS platforms your firm relies on.
MFA on All Systems
Multi-factor authentication across email, remote access, and all applications containing client data.
Email Security
Advanced filtering, DMARC/DKIM/SPF, and impersonation protection for your professional communications.
Compliance Documentation
Written security policies, risk assessments, and incident response plans that satisfy professional licensing requirements.
Annual Security Reviews
Regular reviews of your security posture aligned with bar association, regulatory, and cyber insurance requirements.
Software We Support
Hands-on experience with the practice management and productivity tools used by Kentucky professional services firms.
Protect Your Clients. Protect Your Practice.
Let's start with a conversation about your firm's technology, compliance requirements, and how SimplifIT can help.