Microsoft solutions for Professional Services
Client confidentiality, billable utilisation, and a workforce that is never in the office.
What this sector is dealing with
Law firms, accountants, consultancies, and agencies live on client confidentiality and billable time. Their people work from client sites, home, and airports, on documents that must not leak, against deadlines that make security friction genuinely expensive.
We secure the Microsoft estate around how professionals actually work: strong identity, data protected wherever it travels, and collaboration with clients that is governed rather than improvised.
The problems we get called in for
Client confidentiality
A leaked document is a client relationship and possibly a professional obligation, not just an incident ticket.
Working from anywhere
Client sites, personal devices, and guest networks are the normal working environment, not the exception.
External collaboration
Sharing with clients happens constantly, and ungoverned it becomes a permanent open door.
Utilisation and project margin
Time, resourcing, and project profitability sit in disconnected systems that nobody reconciles until month end.
What Microsoft brings to professional services
The products that genuinely apply to this sector, and what each one is actually for here. Much of this sits inside licensing you may already hold.
Microsoft Entra ID
Conditional Access with device and risk conditions so people can work from anywhere on a trusted device, and B2B collaboration with access reviews so external client access expires rather than lingering.
Microsoft Purview
Sensitivity labels with encryption that travels with the document, so a client file stays protected after it leaves your tenant. DLP covers the accidental send, and information barriers handle the conflict of interest walls that some firms are required to maintain.
Microsoft 365
SharePoint and Teams governed properly: matter and project sites with a lifecycle, external sharing policy set deliberately, and retention that matches your professional obligations.
Microsoft Dynamics 365
Project Operations connects the pipeline, resourcing, time, and billing that usually live in four systems, so utilisation and project margin are visible before month end rather than after it.
Microsoft Defender XDR
Defender for Office 365 against the impersonation and payment fraud that targets professional firms specifically, with endpoint and identity protection behind it.
Microsoft Copilot
Microsoft 365 Copilot has obvious value on research and drafting, and it only works safely once the permission and labelling work is done. We do that part first.
Typical engagements in this sector
The projects we are most often brought in to deliver for professional services, from full implementations to targeted uplifts.
Purview client data protection
Sensitivity labels with encryption that travels with the document, so a client file stays protected after it leaves your tenant.
Teams and SharePoint governance
Matter and project workspaces with lifecycle, external sharing policy, and retention that match your professional obligations.
Dynamics 365 Project Operations implementation
Pipeline, resourcing, time, and billing connected in one system, so utilisation and project margin are visible before month end.
Copilot readiness
Permission and oversharing remediation before Copilot goes live, so it does not surface what should never have been shared.
Frameworks that shape the work
These are the frameworks and regulations we most often design against in professional services. We map Microsoft controls to the framework you are actually held to, and build the evidence trail as we go rather than reconstructing it the week before an audit.
ISO 27001
The information security management standard most enterprise buyers and auditors ask for by name. It wants a system, not a set of tools.
GDPR and UK GDPR
Lawful handling of personal data, with real duties around retention, subject access, and breach notification timelines.
SOC 2
Trust criteria your customers test you against during due diligence. Controls have to operate over a period, not just exist on the day.
Cyber Essentials Plus
A UK baseline that is independently tested, and increasingly a condition of winning public sector and enterprise contracts.
SRA and professional body requirements
Professional obligations on client confidentiality, conflicts, and record keeping, enforced by your regulator rather than an auditor.
Where to go next
The solutions we most often deliver for this sector.
Microsoft Purview
Classify, label, and protect data where it lives, with DLP and insider risk behind it.
Explore Microsoft PurviewCopilot
Copilot adopted after the permission and labelling work, so it does not surface what it should not.
Explore CopilotD365 Project Operations
Pipeline, resourcing, time, and billing connected, so margin is visible before month end.
Explore D365 Project OperationsZero Trust
Verify explicitly, grant least privilege, and assume breach, applied to the estate you actually run.
Explore Zero TrustWe work across sectors
Working in professional services? Let us look at your estate.
Book a discovery call and we will walk through what you already own, what is switched on, and where the gaps are that matter in your sector.