What We Hear From Firms
Documents spread across a server, a laptop and somebody's personal drive. Remote access that is either too open or too awkward to use. And a nagging worry about whether the way the firm handles client files would stand up to a question.
The fix is usually unglamorous: file storage in one place with real permissions, backups held separately, multi-factor authentication on every mailbox, and a documented process for when someone leaves the firm.
Where We Fit
Client files stay where they belong, remote work does not weaken the perimeter, and the firm can show its work when a client or an insurer asks.
Let's Talk About Your Technology
Tell us how your firm works. We will tell you where the gaps are.
