Professional services
Secure IT and AI for firms that run on trust.
Your clients trust you with sensitive information. We help you use AI to work faster — drafting, summarising, researching — without putting that trust at risk.
Productivity without compromise
Professional firms have some of the biggest gains to make from AI — and some of the biggest risks. Letters, reports, emails and meeting notes are exactly what AI does well. Client data is exactly what must never leak.
How firms use AI with us
- Microsoft 365 Copilot drafting client correspondence from previous emails and files
- Summaries of long documents, letters and contracts for faster review
- Meeting notes and action points from Teams calls with clients
- Property descriptions and marketing copy for estate agents
- Knowledge assistants trained on internal procedures and templates
All built on properly secured Microsoft 365, with permissions cleaned up first and a clear AI policy for staff.
What's included
How we help professional services businesses
Client confidentiality
Permission reviews, sensitivity labels and secure sharing.
Copilot for professionals
Drafting, summarising and meeting notes inside Microsoft 365.
Cyber Essentials
Often required by clients, insurers and professional bodies.
Email security
Protection against invoice fraud and impersonation — a major risk for firms handling payments.
Practice software
Integrations between your practice management, accounts and Microsoft 365.
Hybrid working
Secure access from home and the office, on managed devices.
Let's dig out your savings.
Book a free 30-minute chat. No jargon, no hard sell — just an honest look at where your technology is costing too much, and where AI could save you time and money.
