Security Program Evaluation
Assessment of security controls against professional standards, client requirements, and industry best practices.
Legal and Professional Services
Protecting Client Confidentiality
Law firms, accounting practices, and consulting organizations hold sensitive client information that demands the highest standards of protection and creates unique ethical obligations.
The challenge
Professional Services Face Elevated Risk
Why Professional Services Are Targeted
Professional services firms aggregate sensitive information from multiple clients, making them high-value targets for threat actors.
- Privileged and confidential client communications
- Financial records and transaction details
- M&A, litigation, and regulatory information
- Access to client systems and networks
- Intellectual property and trade secrets
Ethical and Regulatory Obligations
Professional services organizations face unique obligations beyond general cybersecurity requirements.
- Attorney-client privilege protection
- Professional conduct rules and ethics opinions
- Client-mandated security requirements
- E-discovery and litigation hold obligations
- Cross-border data transfer restrictions
Our services
Professional Services Security Solutions
Breach Response Support
Incident response with understanding of privilege considerations, notification obligations, and client communication requirements.
Digital Forensics Support
Forensic examination and evidence handling for litigation support, internal investigations, and regulatory matters.
Client Security Questionnaires
Assistance with client security assessments and due diligence requirements that increasingly gate professional engagements.
Staff Security Awareness
Training programs that address professional services-specific risks including business email compromise and client impersonation.
Security Program Development
Building security programs that satisfy client requirements and professional obligations while remaining practical for firm operations.
Sectors served
Professional Services Sectors
Law Firms
Corporate, litigation, IP, and general practice firms of all sizes.
Accounting
CPA firms, audit practices, and tax advisory services.
Consulting
Management consulting, strategy firms, and advisory practices.
Real Estate
Real estate law, title companies, and property management.
Experience
Professional Services Engagement Examples
Incident Response
Law Firm Business Email Compromise
Response to BEC incident affecting client trust account, coordinating with banking partners and regulatory authorities while managing privilege considerations and client notification.
Assessment
Regional Firm Security Program
Developed comprehensive security program for mid-sized law firm, addressing client security questionnaire requirements while building sustainable security practices.
E-Discovery
Litigation Support Forensics
Digital forensics examination supporting complex commercial litigation, providing expert analysis and testimony-ready documentation.
Ready to protect your firm and clients?
Let's discuss your security challenges and professional obligation requirements.
Request a consultation