Professional services SECTOR

IT and AI leadership for professional services firms of 50-200 people.

Partners still approve the laptops. The board asked about Copilot and heard a silence.

Law, accountancy, consultancy and the firms that look like them. The MSP runs the queue. The insurance renewal, the panel questionnaire and the AI decision sit above it, and somebody has to own them.

A full-time IT director costs £130k before they have delivered anything. Fill the seat another way.

Six services, published prices · fixed fees, and a monthly seat
A leadership team reviewing an IT operating model on a wall screen
THE INSURANCE RENEWAL THE PANEL QUESTIONNAIRE THE AI QUESTION ONE OWNED SEAT THE BOARD

THREE QUESTIONS, ONE SEAT THAT ANSWERS FOR THEM

01

Who this is for

Law, accountancy, consultancy
The firm

Law, accountancy, consultancy, surveyors and the firms that look like them. 50-200 people. A partnership or an LLP where hardware still waits on a partner's sign-off, a practice manager carries the passwords, and the MSP answers the tickets nobody wants to own.

The board has started asking harder questions. What did the insurer change this year? Why did the panel questionnaire get longer? What is our position on AI? This page is for the firm where those questions currently land on whoever is nearest.

If yours is a law firm of 30-100 staff, the sharper page is law firm IT security. If yours is a wealth, IFA or SIPP firm, it is South West wealth, IFA and SIPP.

The signs
  • Every purchase needs a partner meeting that never quite happens.
  • The Copilot question is open and nobody owns the answer.
  • The insurance renewal arrived with a longer questionnaire than last year.
  • A client or a panel asked for Cyber Essentials Plus, and the largest clients ask for ISO 27001.
02

What the calendar says

The renewal, the panel, the scheme
The insurance renewal

The premium listens.

Insurers now ask for MFA, patching, backups and access control, and the premium listens to the answers. A renewal pack of documents, owned by a named senior, reads very differently from a form completed in hope.

The buyer and the panel

Questionnaires decide work.

Client security questionnaires and panel reviews ask for evidence. Cyber Essentials Plus answers most of them; ISO 27001 sits at the top end. We implement, an accredited assessor certifies, and the pack is written so the panel can read it.

26 April 2026

Cyber Essentials changes.

The Cyber Essentials scheme changes on 26 April 2026. If certification is on the plan, scope the work against the version you will actually be assessed on. The CE+ / ISO 27001 sprint starts with CE+ from £2,950.

03

The AI angle

The audit is the front door
AI enablement

Everyone says adopt AI. Nobody owns making the firm ready.

The advice arrives from every direction: conference stages, software vendors, the managing partner's other board. What never arrives is an owner: someone who reads the firm, names where AI pays, and makes the tenant ready before a pilot touches client files.

The front door is the AI Opportunity Audit. Know where AI pays before you spend. From £4,950, fixed, it reads your engagements, your workflows and your tenant, and returns a scored shortlist the board can decide on. From there, Microsoft Copilot readiness makes the tenant ready for a 30-day pilot, and a production IT agent puts one workflow live. The agent answering our own phone line is the working example.

04

Routes in

Six services, published prices
Pick the door

All six services, and the framework they belong to, are on one page.

05

How it runs

Diagnose. Deliver. Decide.
01

Diagnose

We sit with the partners, the practice manager and whoever holds the MSP contract. The renewal, the questionnaire and the AI question come first. The server tour can wait.

02

Deliver

A board-readable outcome: the evidence pack, the decisions made or queued, and a named owner for each. Progress the partners can see in the minutes.

03

Decide

Estates drift when nobody owns them. The fix is one or two days a week from someone who already knows your firm. Or keep the gains and run it yourselves: either way the firm is stronger.

06

What you leave with

Documents, owners, decisions
The pack
A named senior

Someone the partners can put in the minutes.

An insurer pack

Documents, owned, ready for the renewal.

An AI position

Where AI pays, where it waits, in writing. Or a written no.

The MSP, kept

Still in place if it works, with someone above it.

07

The record

Six facts, on the record
Proof
  • 20+ years as Head of IT.
  • 90% fewer incidents, service levels from 45% to 98%.
  • ISO 27001 and PCI DSS implemented in 12 months.
  • 80% off a live cloud bill, 250+ servers to Azure.
  • The agent answering our phone line (0117 456 5486) is ours, in production.
  • £130k for a full-time IT director. The seat here starts at £4,750 a month.

The detail sits on the proof page.

08

FAQs

Asked before, answered here

We already have an MSP. Why do we need you?

You have an MSP. You still need a Head of IT. The MSP runs the queue. Someone above it owns the renewal, the questionnaire and the AI decision, and answers for them at the board. That is the seat we fill.

Do you work with firms outside 50-200 people?

Under 50, when the risk is oversized for the headcount. Over 200, when a clearly part-time seat makes sense. We say honestly at diagnose whether the fit is real.

Can you help with client and panel security questionnaires?

Yes. That is the CE+ / ISO 27001 sprint. We implement, an accredited assessor certifies, and the pack is written so a panel, an insurer or an enterprise client can read it. CE+ from £2,950; ISO 27001 from £15,000.

What changes on 26 April 2026?

The scheme itself gets harder: MFA on every cloud service and critical patches inside 14 days. If CE or CE+ is on the plan, we scope the work against the version you will actually be assessed on and say plainly where a control needs work.

Where does AI start for a firm like ours?

With the audit. The AI Opportunity Audit reads the firm, names where AI pays and what must be true of the tenant first, and returns a scored shortlist the board can decide on. From £4,950, fixed.

Will you train the partners on Copilot?

We make the tenant ready first, then run a 30-day pilot with a small group of the right people. Firm-wide training is a later decision, taken on the pilot's evidence.

Do you provide 24/7 support?

No. We do not sell helpdesk. Your MSP does out-of-hours, if you bought it.

Are you based in London or the South West?

Registered office in London. The phone number is 0117, and the voice that answers it is our own AI call agent, in production. We work with professional services firms across the UK.

09

Start the conversation

Bring the renewal letter
Contact

Start the conversation.

The first conversation costs nothing and changes what happens next. Bring the renewal letter, the panel questionnaire, or the question the board asked about AI.

Proof you can dial

Call 0117 456 5486. The voice that answers is our own AI call agent, in production, on our own line. We run our practice on what we sell. Hear it running.

The call button dials the line above.

Talk to us