Professional services
“Our clients need one secure place to work with us — not email attachments.”
A law, accounting or consulting firm exchanges confidential documents every day. The portal is only as good as the identity, permissions, retention and continuity behind it.
Involves
- Software
- Client portal and secure document exchange
- Matter / project workflow and approvals
- Billing-system integration
- Identity
- SSO and MFA for staff and clients
- Granular, per-matter permissions
- Audit history
- Data protection
- Encryption in transit and at rest
- Retention and secure deletion
- Least-privilege administration
- Continuity
- Backup and tested restore
- Business-continuity plan
- Monitored infrastructure