Help solicitors, accountants, financial advisers and consultants manage client work with clearer access and dependable everyday support.
Professional work depends on conversations, documents and deadlines. Colleagues need to find the current version of a file, share it with the right people and keep work moving when a team member is away. Scattered information and uncertain support arrangements make that harder.
Our approach connects managed IT with the way your practice handles client work. We discuss your applications, working locations and information needs, then agree improvements to access, collaboration and continuity. Your internal policies and specialist software arrangements help define the scope.
Plan shared folders or Microsoft 365 workspaces around how matters, engagements or projects are organised. Identify who approves access, how external sharing is managed and who maintains the structure over time.
Agree support routes for everyday device, email and access issues. Include remote colleagues and make new starter setup repeatable so that equipment and permissions are ready for the work people need to do.
Review sign-in controls, administrator permissions and the process for removing access. Consider how client information moves between email, documents and specialist systems, rather than treating each tool in isolation.
Identify the information and applications needed to meet commitments. Review backup coverage and recovery expectations with the relevant suppliers, and agree how the practice would communicate during disruption.
Taking on a team or combining practices can leave information spread across different accounts and document systems. Before moving anything, establish who owns the data, which client work remains active and who should have access after the change. We can help review devices, Microsoft 365 arrangements and supplier dependencies, then plan the migration in stages. Clear checks, staff communication and a defined handover make it easier to understand what has moved and what still needs attention.
Bring together your main client applications, document locations and current IT responsibilities. A review can focus on the points where access, handovers or recurring faults interrupt client service.
Discuss your IT requirementsManaged IT support for UK businesses, with remote and on-site help, device management, proactive maintenance and clear service reviews from Strata Digital.
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Explore this serviceWe can agree responsibility for the surrounding devices, accounts, network and Microsoft 365 services, with a documented route to the application supplier. We review the specific platform before committing to application support.
We can discuss technical measures such as access management, account protection, documentation and recovery arrangements. Your firm remains responsible for determining its professional and regulatory obligations; the required controls should be agreed in that context.
We can review how people connect, which equipment they use and what information they need. The resulting plan should cover both everyday access and the support process when something goes wrong.
Tell us what is working, what is slowing people down and where you need a clearer plan.