IT for Professional Services
Professional services firms run on knowledge, time tracking, and client portals. We run the IT under it — the boring backbone (M365, identity, helpdesk) plus the integrations that connect PSA, time tracking, project tools, and the knowledge base where your senior people's thinking lives.
The five problems we fix first in professional services.
These are the patterns we hear in the first call, every time. The order matters — solving them in this sequence keeps the work calm and the budget predictable.
- 01
Time tracking that doesn't flow into billing
Manual re-entry costs days per month. We integrate your PSA / time tracking / billing properly.
- 02
Knowledge silos in shared drives
Senior people's thinking should compound across engagements. We deploy structured knowledge bases (Notion, Confluence, Guru) with the discipline to keep them current.
- 03
Client deliverables emailed as 80MB attachments
A modern delivery workflow with secure portals beats Outlook hostage situations.
- 04
Onboarding consultants is a multi-day exercise
Scripted onboarding gets a new senior associate productive in two hours — across M365, PSA, project tools, and the knowledge base.
- 05
Client cybersecurity addenda
Pre-built answers to the top 25 questions in F500 client cybersecurity questionnaires. Onboarding new clients takes 90 minutes after our setup.
The professional services playbook.
- 01
For professional services we focus on the stack that drives revenue: time tracking ↔ PSA ↔ billing ↔ project tools ↔ knowledge base. We integrate them so consultants don't spend billable hours on data entry.
- 02
Knowledge management is treated as a discipline, not a wiki. Templates per engagement type, retention policies, search that actually finds things, and an information architecture that survives senior departures.
- 03
Identity-first security: phish-resistant MFA for partners, conditional access tied to managed devices, just-in-time admin elevation. F500 clients increasingly require these in their vendor questionnaires.
- 04
Off-boarding gets the same scripted attention as onboarding — same-day MDM wipe, OAuth revocation, license park, evidence pack — because consulting firms have the same talent mobility risks as agencies.
Aligned with the rules your auditors ask about.
Client cybersecurity addenda
Pre-built answers to top 25 F500 client questions. Onboarding takes 90 minutes after our setup.
SOC 2-style controls
Most professional-services firms don't need full SOC 2 audit, but the artifacts (policies, evidence, access reviews) are useful for client questionnaires.
GDPR / CCPA when applicable
EU-resident or California-resident client data handled per jurisdiction; DSR workflows wired up.
Inherited regulatory obligations
When clients are healthcare, financial, or government-adjacent, your firm inherits exposure. We layer the relevant controls per engagement type.
Tools we know inside out.
We bring vendor relationships and deployment muscle for the platforms that run professional services every day.
Services that fit professional services.
Boutique consultancy, 60 consultants, F500 clients
Integrated time tracking ↔ PSA ↔ billing, eliminating ~40 hours/month of manual data entry. Deployed Notion-based engagement playbooks with structured knowledge templates; senior departures stopped triggering "where did all the IP go?" panic. Cyber-insurance renewal premiums dropped 15% on the first cycle.
Tell us about your professional services environmentCommon professional services questions.
Don’t see yours? Drop us a note — we answer every email personally, usually within the hour.
Will you support our PSA tool?
Yes. BigTime, Kantata, Replicon, Harvest, FreshBooks, QuickBooks Time — all supported, with billing integrations to QuickBooks, Sage Intacct, and NetSuite.
How do you handle remote consultants?
Conditional access tied to managed devices, always-on VPN options, MDM with selective wipe. Consultants on hostile networks (hotel Wi-Fi, client offices) get the same protection as office staff.
Can you help with knowledge management?
Yes. We deploy and structure Notion, Confluence, or Guru with engagement playbooks, retention policies, and an information architecture that survives senior departures.
What about client confidentiality?
Per-client M365 group access, time-bound external sharing, encrypted client portals, off-boarding scripts that reach into client folders. Audit trail kept per engagement.
Can you handle our F500 client cybersecurity questionnaires?
Yes. Pre-built answers, evidence packs, and a single named engineer who knows your environment. Most onboardings complete in 90 minutes after our setup.
Leading IT
Solutions.
Tell us about your stack, your bottlenecks, your wishlist. We’ll send back a written plan inside 48 hours — no pitch deck, no pressure, no contract talk until you ask for it.