Has AI adoption outpaced
your firm’s IT support
infrastructure?
IT Risk Reviews for finance, legal and accounting firms, focused on AI adoption, cyber security and IT support.
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AI RISK
AI is changing what regulated firms need to control
Client data, financial records, legal case files, and advice workflows now carry new forms of risk.
An IT Risk Review gives regulated-sector leaders a practical way to check whether their systems, access controls, cyber security, support setup, and AI-related processes are still fit for the way the firm now operates.
See where AI may already be creating hidden risk.
Client trust
Can you prove client data is secure, accurate, and properly controlled before it is used, shared, or reviewed?
Data control
Do you know where client records, documents, case files, and advice notes go when AI tools are used?
Shadow AI
Are staff using approved tools and clear processes, or has AI spread across the firm without full visibility?
Client confidence
If a client questions a file, advice, or data process, can you show how the risk was managed?
THE FIVE PILLAR REVIEW
The wider risk behind AI adoption
AI may be the issue that gets noticed first. The wider question is whether your systems, data, support, recovery, and people are still aligned with how regulated firms now need to operate.
Systems and support
Review the reliability of Microsoft 365, cloud platforms, email, client portals, and core systems.
Data and access control
Check where client data, financial records, case files, and advice notes go, and who can access them.
Security and client trust
Identify cyber, privacy, and AI-related risks that could weaken confidence and damage client relationships.
Continuity and recovery
Assess backup, recovery, and whether the firm can keep working when disruption hits.
People and readiness
Review staff guidance, human checks, AI use, and the support needed to work safely.
Start with a no-fee IT Risk Review
Use the five pillars to benchmark the current setup, diagnose weak spots, and prioritise practical next steps.
THE REVIEW PROCESS
People and process
Identify where staff habits, access rules, manual workarounds, or unclear ownership may be creating hidden risk across the firm.
What the review covers
A practical look at the systems, support, data, recovery, and working habits your firm now depends on.
AI and data controls
Review how AI tools are being used across the firm, where sensitive client data may be exposed, and whether clear controls are in place.
Core systems and uptime
Assess the reliability of Microsoft 365, cloud systems, case and finance tools, email, portals, and other day-to-day tools your team relies on.
IT support quality
Look at how quickly issues are handled, whether support is proactive enough, and where slow response times may be affecting productivity.
Backup and recovery
Check whether your client data, systems, and access can be restored quickly if something fails, is deleted, or is compromised.
Start with a no-fee IT Risk Review
Use the review to identify gaps, prioritise risks, and decide what needs attention next.
WHO THIS IS FOR
Built for regulated
firms that rely on
client data, systems,
and secure access.
An IT Risk Review is for regulated firms where weak support, unclear data control, or unmanaged AI use could affect daily work.
It helps identify gaps across legal, finance and accounting environments that may slow teams down, expose client information or weaken trust.
A strong fit for legal, finance
and accountancy firms
Regulated firms using Microsoft 365, cloud platforms, email and client systems
Teams using AI for notes, emails, research, reporting, admin, or client communication
Firms unsure how client data, records, and documents are handled across AI tools
Firms dealing with slow, reactive, or stretched Managed Service Providers
Firms looking to use AI safely while reducing
risk around data leakage
REQUEST A REVIEW
A detailed review process designed to protect your firm
Share a few details
Share your contact details and we will assess whether an IT Risk Review looks like a good fit.
Review call arranged
If there is a fit, an IT Risk Review is arranged with a suitable MSP.
Risks and gaps identified
The MSP looks at the current setup, likely weak points, AI access, and areas where disruption or slow response may be affecting the firm.
A clear route forward
The review helps identify the key issues, understand the pressure points, and shape the next step towards a suitable solution.
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Secure and confidential. No-obligation review, provided at no charge.