Client data, matter files and document workflows carry confidentiality obligations. Hybrid working expands the attack surface. AI tools are arriving without governance frameworks. We help professional services firms close the gaps — in access control, secure communications and Microsoft 365 configuration.
Select a pressure to see where control often starts to drift.
Client data, case files and document workflows carry significant confidentiality obligations. Hybrid working expands the attack surface, while AI tools are arriving faster than many governance frameworks. We help professional services firms strengthen access control, secure communications and Microsoft 365 configuration.
Client data, case files and document workflows carry significant confidentiality obligations. Hybrid working expands the attack surface, while AI tools are arriving faster than many governance frameworks. We help professional services firms strengthen access control, secure communications and Microsoft 365 configuration.
Organisations in this sector that close the gaps typically follow the same pattern.
Matter and project files have clear access controls, documented ownership and retention processes that hold up under client or regulator scrutiny.
Staff changes, secondments and departures no longer leave access gaps. Access follows the engagement lifecycle rather than outlasting it.
Internal and client-facing communications use appropriate, managed channels — reducing exposure and supporting the firm's duty of confidentiality.
Permissions, data boundaries and governance controls are configured before AI tools are introduced — so productivity gains do not create data risk.
Matter and project files have clear access controls, documented ownership and retention processes that hold up under client or regulator scrutiny.
Staff changes, secondments and departures no longer leave access gaps. Access follows the engagement lifecycle rather than outlasting it.
Internal and client-facing communications use appropriate, managed channels — reducing exposure and supporting the firm's duty of confidentiality.
Permissions, data boundaries and governance controls are configured before AI tools are introduced — so productivity gains do not create data risk.
Choose one of four short diagnostics shaped around your sector, or go deeper with the DATALO Diagnostic across your full data lifecycle. Each short diagnostic is a 15-question check with an instant result and a downloadable PDF report.
Need help interpreting the results? You can talk them through with our team afterwards.
Built around client confidentiality, regulator expectations where relevant, cyber resilience, Microsoft 365 controls and safe AI use.
Could your client files, matter or project data and confidential documents withstand a cyber incident, audit or AI rollout without exposing hidden control gaps?
15 questions • 5 control areas
Are your mobile access, hybrid-working devices and client communication routes creating an unseen cyber, leaver or data-access gap?
15 questions • 5 control areas
Is Microsoft 365 controlled well enough for secure collaboration, external access, Copilot and automation?
15 questions • 5 control areas
Know where your cyber resilience is weakest.
15 questions • 5 control areas
A deeper diagnostic across your full data lifecycle, structured around the DATALO 5Cs: Collect, Classify, Curate, Consent and Control.
Five service areas, each shaped around the pressures and priorities of this sector.
We support organisations where uptime, security, access, communication and data control matter to day-to-day operations. Sector-specific customer stories are in preparation.
Customer stories in preparation
Sector-specific customer stories are being prepared. These will show how similar organisations approach support, security, Microsoft, communications and data control.
A story focused on client document handling, matter access control and confidentiality obligations in a regulated professional services firm.
A story focused on mobile access, secure communication routes and hybrid working governance for a professional services team.
A story focused on permissions, document workflows and AI readiness governance for a client-facing professional services organisation.
Our own assurance
How Microsoft Copilot interacts with matter files, client data and SharePoint permissions — and the configuration decisions that need to happen before you enable it.
In preparation for this sectorHow matter files, client folders and shared drives accumulate risk over time — and what a proportionate data governance response looks like.
In preparation for this sectorComplete a 2-minute review first, or speak to us if you already know where the pressure is.
