Your files are your product.

Client work outgrows the folder structure you set up in year one. We rebuild it, lock down confidentiality and make utilisation visible.

What professional services firms tell us.

“Nobody can find anything.”

One file server, two unowned cloud accounts and a shared mailbox used as a filing cabinet. We design the taxonomy before a single file moves.

“Client A must not see client B.”

Ethical walls built from Entra ID groups, hub-level sharing controls and sensitivity labels, administered centrally rather than folder by folder.

“We invoice from memory.”

Timesheets, job costing and project profitability in Business Central, reported through Power BI against plan rather than after the fact.

An open, blank notebook resting on a round wooden table, seen from above

The order we do it in.

Information architecture and permissions first. Then the reporting layer, so partners can see utilisation and recovery without asking finance.

Matter managementConfidentialityUtilisation

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