Professional practices that treat client confidentiality as a promise, not a policy.
We work with law firms and CPA practices across Stafford, Fredericksburg and Northern Virginia — typically ten to fifty workstations, one or more specialised applications, and a real compliance obligation.
Different practices, the same non-negotiables
Litigation firms
Large matter files, expert discovery, and deadlines that do not move for a server outage.
Family & estate practices
Highly sensitive client records, remote client meetings and long retention obligations.
Real estate & title
Wire instructions, closings and the highest-value phishing target in the legal sector.
CPA & tax practices
Seasonal peaks, e-file credentials and the FTC Safeguards Rule written program.
Wealth management
Custodial integrations, adviser mobility and client-facing security expectations.
Insurance defense
Panel counsel requirements, carrier questionnaires and strict document handling rules.
Anonymised, because discretion is the service
References are available on request, with our clients’ permission. We do not publish their names.
Typical engagement · 22 attorneys, two offices
Problem
Two servers past end of life, no MFA on email, and a backup nobody had restored since 2022.
Result
Stabilized over one quarter: MFA enforced, backups tested monthly, server replaced without a closed day.
Typical engagement · 14-person CPA practice
Problem
FTC Safeguards paperwork unfinished before a client questionnaire arrived, with no written risk assessment.
Result
Gap assessment, written program and evidence file delivered in six weeks; questionnaire returned on time.
Typical engagement · three-office estate group
Problem
Help desk tickets sitting for days, and staff emailing sensitive documents to personal accounts.
Result
Remote-first support cut response to minutes; encryption and DLP stopped personal-account forwarding.
Ask for a reference call
We will connect you with a firm of similar size and practice area, so you can ask them what we are actually like to work with.