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Professional services · Law, accounting, advisory, staffing

Confidentiality is the product. Technology had better act like it.

We run IT for law firms, accounting practices, advisory boutiques, and staffing firms where a compromised document or a mis-delivered email is a client-losing event. Matter-based access, hardened identity, and email that actually lands — without getting in the way of billable time.

Firm security posture · representative view
Matter-based SharePoint · 412 roomsscoped
Conditional Access · partner MFAenforced
Email authentication · DMARC p=rejectenforced
New counsel · M365 onboarding queue2 pending
Document DLP · client-number patternstuned
Partner-first
priority routing by default — the managing partner's laptop doesn't wait in a queue
< 15m
helpdesk response target during billable hours
p=reject
DMARC enforced — partner email authenticated, delivered, and impersonation-resistant
24/7
after-hours IR coverage — for the brief due Monday morning
Where we concentrate

Documents, identity, and the matter — the three things that actually matter.

Professional services firms don't need a generic IT stack. They need one tuned to how matter-based work, partner autonomy, and client confidentiality actually run day-to-day.

Document management
Matter-scoped SharePoint or iManage administration. Version control, ethical walls between matters, and retention policies your GC or compliance lead can actually explain.
Email & deliverability
DMARC, DKIM, SPF enforced at p=reject. Phishing simulation tuned to partner-impersonation and wire-fraud pretexts. Advanced Threat Protection with quarantine review by named engineers.
Identity & access
Entra ID with Conditional Access policies by role and geography. Phishing-resistant MFA for partners. Time-bound access for lateral hires, contract reviewers, and outside counsel.
Partner-priority helpdesk
Named account lead, VIP escalation queue, and Saturday-morning coverage for brief preparation. Your managing partner's laptop does not wait in a ticket queue.
Cloud & backup
M365 with point-in-time restore for matter documents. Immutable backup with retention aligned to your records policy. Legal-hold preservation honored end-to-end.
Compliance & confidentiality
ABA Model Rule 1.6 alignment, SOC 2 support, state bar data-protection rules, and AICPA / GAAS considerations for accounting practices. Evidence collected continuously, ready for inquiry.
By firm type

One discipline, tuned to how each firm actually works.

Law, CPA, consulting, and staffing firms share a confidentiality bar — and almost nothing else about how their day runs. Each practice gets its own configuration of the same underlying program.

Law firms
Matter-scoped document rooms and ethical walls, phishing-resistant MFA for partners, and after-hours coverage for the brief due at 7 a.m. ABA Model Rule 1.6 mapped to controls your GC can explain.
CPA & accounting firms
Working-paper protection and retention, FTC Safeguards Rule compliance, busy-season surge support, and independence-sensitive access controls across audit and advisory sides of the house.
Consulting & advisory
Per-engagement client-data segregation, deliverable repositories with time-bound external access, travel-hardened laptop fleets, and fast, credible answers to client security questionnaires.
Staffing firms
High-churn user lifecycle across branches — day-one provisioning for new placements, same-day offboarding that actually closes access, ATS/CRM integration, and the client SOC 2 questionnaires that come with enterprise accounts.
Standards your clients expect

The frameworks your general counsel, malpractice carrier, and biggest client all care about.

Not a checkbox exercise. A mapped-out control environment with evidence on file — so a client security questionnaire is a one-afternoon response, not a fire drill.

ABA 1.6
Client confidentiality
Reasonable-measures standard for safeguarding client information — mapped to controls
SOC 2
Trust services criteria
Type II alignment so client security questionnaires are a one-sitting response
AICPA
GAAS / SSAE
Working-paper protection and retention for CPA firms — including independence-sensitive access
Carrier
Malpractice & cyber
Pre-filled control questionnaires for Markel, AXA XL, Travelers, and Beazley

Book a partner-level IT diagnostic.

Thirty minutes with one of our founders. You'll leave with the three highest-value improvements for document security, email, and partner workflow — and what each would actually cost.

Every Corvell engagement runs on the Corvell Operating Model — the 5 F's. Start with a 30-minute diagnostic; enter at the layer you're missing.