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vinemobile

Professional Services

Protect client confidence as well as client data

Law, accounting, consulting and advisory firms sell trust. A breach of client files damages reputation faster than any fee dispute. We secure your documents, email and collaboration tools, give partners and staff reliable support, and help you answer client security questionnaires with confidence.

Talk to a professional services specialist

Sector pressures

What makes IT different here

  • Client confidentiality duties

    Clients entrust you with sensitive deals, disputes and financials. Professional obligations make weak access control or misdirected email a risk to the practice itself.

  • Targeted fraud

    Firms handle large payments and are favored targets for wire-fraud and impersonation attacks that exploit busy partners and trust-based workflows.

  • Client security questionnaires

    Corporate clients and insurers demand evidence of controls, often requesting SOC 2 reports, and lengthy questionnaires slow new work.

  • Mobile, remote professionals

    Fee earners work from courts, client sites and home, using personal devices and shared documents, which stretches traditional perimeters.

Regulations & frameworks

The standards we help you meet

ABA Model Rules of Professional Conduct
Rules 1.1 and 1.6 and related guidance require lawyers to understand technology risks and take reasonable steps to protect client information, a standard many state bars adopt.
SOC 2
An independent attestation, developed by the AICPA, on how a service organization manages security, availability, confidentiality and related trust criteria.
ISO 27001
The international standard for an information security management system, often requested by multinational clients and procurement teams.
GLBA Safeguards Rule
Applies to some accounting, tax and advisory firms handling consumer financial information, requiring a written security program with risk assessment and access controls.
GDPR and state privacy laws
Regimes such as the EU GDPR and the California Consumer Privacy Act govern personal data you process for clients and affect firms with international or multi-state work.

Our approach

How we work with professional services organizations

  1. 1

    Learn how the firm works

    We look at how matters, documents and money actually move, from intake to billing, and where confidential information is most exposed.

  2. 2

    Secure the workspace

    Cloud collaboration, multi-factor authentication, email protection and managed devices keep client files safe wherever professionals work.

  3. 3

    Build assurance clients can see

    We prepare you for SOC 2 or ISO 27001, writing policies and collecting evidence so security questionnaires become quick answers.

  4. 4

    Support the partners

    A responsive service desk, clear incident procedures and fraud-awareness coaching keep high-value, time-pressured people productive and safe.

Relevant services

Where we usually start

Case study

Proof from your sector

All case studies

Questions

Frequently asked questions

Anything else? Send us a message or ask our assistant.

How do you help with SOC 2?

We scope the trust criteria that suit your clients, close control gaps, write the policies and gather evidence. An independent CPA firm performs the audit; we prepare you for it.

Is cloud storage safe for confidential client files?

It can be safer than aging on-premises servers when configured properly. We apply encryption, strong authentication, access segregation by matter and audit logging.

Can you help protect against payment-fraud emails?

Yes. We deploy email authentication and impersonation protection, set verification procedures for changes to payment details and train staff to spot the signs.

We are a small firm. Is managed IT appropriate?

Often it is ideal. You get enterprise-grade protection and responsive support without hiring a full IT department, and the service scales as the firm grows.

Let’s build what’s next

IT that understands professional services

Talk to our experts and discover how vinemobile can help you achieve your business goals.

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