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Industries / Professional Services
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Professional services · Law, accounting, advisory

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

We run IT for law firms, accounting practices, and advisory boutiques 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 · live
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
11 firms
Texas-based law, accounting, and advisory firms under management
< 15m
helpdesk response during billable hours — partner-priority routing by default
Zero
deliverability incidents on mis-routed partner email in 2025
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.
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
From a client

"Our previous IT vendor treated the firm like every other 80-person business. Corvell understands the difference between a support request and a partner with a 7 a.m. filing. More than that, they built the document environment the way we actually use it — by matter, not by department."

ED
Elena DelgadoManaging Partner · Delgado & Haines LLP

Book a partner-level IT assessment.

Forty-five minutes with a senior engineer. You'll leave with the three highest-value improvements for document security, email, and partner workflow — and what each would actually cost.