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WHEN TECH FAILS

When Technology Fails, Client Service Suffers

Technology problems don’t just affect systems. They affect productivity, client relationships and your firm’s reputation.

Directors & Partners

Need confidence that client information is secure and your business keeps moving forward.

Consultants & Advisors

Need reliable access to files, CRM systems and the tools they rely on every day.

Client-Facing Teams

Need systems that work when they need them to deliver an exceptional client experience.

Operations & Managers

Need clear visibility of risks, costs and future technology requirements.

The Results ?

Reduced Productivity

Secure information and reduce risk

Poor Client Experience

Secure information and reduce risk

Missed Opportunities

Secure information and reduce risk

Increased Security Risk

Secure information and reduce risk

Reactive IT Decisions

Secure information and reduce risk

Unnecessary Costs

Secure information and reduce risk

Professional firms don’t need more technology.
They need technology that simply works.

HOW TECHNOLOGY SUPPORTS YOUR FIRM

Technology That Supports Every Part Of Your Firm

Reliable technology underpins every aspect of modern professional services. We help you stay connected, secure and productive – wherever your team works.

Client Communication

Reliable email, Teams and communication tools help your team stay connected with clients and colleagues.

Client Data & Documents

Secure storage and controlled access to confidential information through Microsoft 365 and SharePoint.

CRM & Case Management

Reliable access to CRM and case management systems that keep your work flowing and clients well-served.

Collaboration

Microsoft 365, Teams and SharePoint make it easy to work together, share information and keep projects on track.

Hybrid Working

Secure access to systems and files from the office, home or client locations – anytime, anywhere.

Backup & Recovery

Protecting your critical data and helping your firm recover quickly if the unexpected happens.

Keep your people productive
Protect what matters

Deliver better client experiences

Support your firm’s growth

YOUR OUTSOURCED IT DEPARTMENT

Your Outsourced IT Department

Expertise. Security. Strategic Guidance. Without the Overhead.

Most professional firms don’t have an internal IT team. Think of us as your outsourced IT department, providing the expertise, security and strategic guidance of an internal team without the cost of building one yourself.

Unified IT takes care of the technology, so your team can focus on delivering exceptional client service and growing your business.

What This Means For Your Firm

One Trusted Partner

A single point of accountability for all your technology needs.

Security Built In

Cybersecurity is built into every service we deliver.

Visibility & Reporting

Regular reports on security, performance, risks and technology health.

Support For Your Business Systems

We support the software and tools your firm relies on every day.

Planning & Guidance

We help you make informed technology decisions and plan for the future.

Long-Term Partnership

We’re invested in your success and here to help you grow with confidence.

We don’t just support your technology. We help you manage it, secure it and plan for its future.

Secure

Managed

Planned
Partnered

CYBER SECURITY FOR PROFESSIONAL SERVICES FIRMS

Protect Client Trust Before It’s Tested

Professional firms hold highly sensitive client information. A security incident can damage your reputation, disrupt operations and erode client confidence.

Our layered security approach helps protect your people, your data and your clients.

Identity & Access Protection

MFA, Conditional Access and least-privilege access keep the right people in and threats out.

Advanced Email Security

SPF, DKIM, DMARC and advanced threat protection help stop phishing, fraud and malicious emails.

Microsoft 365 Security

Secure configuration, data protection, sharing controls and continuous security monitoring.

Endpoint Protection & Threat Monitoring

Microsoft Defender and managed XDR protect devices and detect threats early.

Security Awareness & Training

Ongoing training and phishing simulations help your team make smarter decisions.

Data Protection & Compliance

Microsoft Purview and compliance controls help protect sensitive client information.

Vulnerability Management

Regular vulnerability scanning and patch management reduce exposure and risk.

Security Policies & Governance

Clear policies, access reviews and governance keep your security framework strong.

Secure Cloud Infrastructure

Secure, resilient cloud environments designed for performance, privacy and availability.

Reporting & Visibility

Regular security reports give you clear visibility of risks, activity and overall security health.

Because protecting client trust starts long before an incident occurs.

Secure
Monitor
Protect
Respond
Recover

PROFESSIONAL SERVICES IT SUCCESS STORY

From Reactive IT to a Fully Cloud-Native Firm

When this professional services firm was growing, IT was managed by someone with a day job. Systems were unreliable, insecure and holding the business back.

Unified IT transformed their technology, giving them a secure, modern platform to grow with confidence.

THE CHALLENGE 

IT was managed as a side project. Systems were outdated, risky and difficult to support.

  • IT managed by someone with a day job

  • Generic user accounts (Office1, Office2…)

  • Three on-prem servers (one completely redundant)

  • No off-site backups

  • No internet redundancy

  • Long waits for support when issues arose

  • The firm was outgrowing its IT setup

THE TRANSFORMATION 

Phase 1 – Modern Foundation

  • Migrated email to Microsoft 365

  • Moved files to SharePoint

  • Replaced generic accounts with named user accounts

  • Introduced reliable off-site backups

  • Improved security and access controls

THE TRANSFORMATION 

Phase 2 – Secure & Scalable

  • Intune implemented for device management

  • Upgraded network to Ubiquiti UniFi

  • VLANs created to segment and secure the network

  • Added second internet connection for resilience

  • Strengthened cybersecurity posture across the business

THE OUTCOME 

 Fully Cloud-Native

  • All on-prem servers removed

  • Fully cloud-based with Microsoft 365

  • Secure, reliable and flexible environment

  • Teams work productively from anywhere

  • Reduced risk and improved business continuity

  • Technology now supports growth, not limits it

KEY RESULTS

Business-critical systems are secure and always available

Client information is protected with enterprise-grade security

Staff can work securely from any location

Leadership is free to focus on clients and growth

IT is reliable, proactive and aligned with the business

I no longer spend time worrying about IT. I can focus on growing the business and supporting clients

– Managing Partner

4 office moves managed seamlessly

Phones, PCs and network equipment relocated

Ongoing support that adapts as the business grows

15+ years of partnership and continuous improvement

Unified IT acts as their outsourced IT department – delivering technology that simply works.

YOUR JOURNEY TO BETTER IT

How We Help Professional Services Firms Improve IT

A clear, proven approach that helps your firm become more productive, secure and ready for the future.

01
Understand

We learn about your firm.

We take the time to understand your people, systems, software and challenges so we can build the right plan for your business.

02
Improve

We strengthen and simplify.

We address risks, improve security, optimise performance and help your systems work together more efficiently.

03
Partner

We support you long-term.

We provide ongoing support, reporting and strategic guidance as your outsourced IT department, helping your firm grow with confidence.

A simpler, more secure and more productive technology environment that grows with your firm.

Reducing Risk

Stronger security and proactive monitoring.

Improving Productivity

Technology that works the way your team does.

Supporting Collaboration

Secure tools that keep your team connected.

Planning for Growth

Technology guidance that supports your goals.

Reliable Support

Fast, friendly help when you need it most.

  • LET’s GET STARTED

Ready for Journey to Stress-Free IT?

No spam. No endless calls. Just a quick, easy way to get started.

No Obligation

Free consultation with no commitment required

Expert guidance

Practical advice from experts

Clear Next Steps

Know exactly what to do next with confidence

Local UK support

UK based team with ongoing support available

Request My Free IT Check UP

FAQs

Questions We’re Frequently Asked about IT Services for professional firms

Thinking of IT services for professional firms? Here are answers to some of the most common questions businesses ask before making the move.

When technology problems prevent your team from working, you need fast access to support.

Unified IT provides support through our support app, email, phone and Microsoft Teams, with requests prioritised based on business impact. Critical issues are treated differently from routine requests, helping your team get back up and running as quickly as possible.

Alongside support, we proactively monitor and maintain your systems to help prevent issues before they affect productivity.

Professional services firms are trusted with confidential information every day. Protecting that information requires more than basic antivirus software.

We use a layered security approach that combines security technology, user training and ongoing monitoring. This can include Microsoft 365 security alignment, advanced email protection, managed threat detection, password management, phishing simulations, security awareness training, backup monitoring and recovery planning.

The goal is simple: reduce cyber risk, protect client trust and help your firm continue operating if something goes wrong.

Yes.

We support organisations such as recruitment agencies, marketing agencies, financial advisers, solicitors and other professional services firms where technology directly affects client service and productivity.

Many face similar challenges, including hybrid working, Microsoft 365 management, cybersecurity, protecting confidential information and supporting growing teams.

Our role is to help technology support your business objectives rather than become a distraction from them.

Yes. Microsoft 365 is one of the core platforms we support and manage.

We help firms manage user accounts, Teams, SharePoint, OneDrive, shared mailboxes, permissions, security settings and access controls.

More importantly, we help ensure Microsoft 365 is configured securely and used effectively so your team can collaborate, communicate and work productively from any location.

Our managed IT services are designed to provide the support, security and ongoing management many firms would expect from an internal IT department.

Every plan includes support, monitoring, Microsoft 365 management, device management, patching, cybersecurity management, backup monitoring and vendor coordination.

We offer three service levels:

Support

Reliable day-to-day support, monitoring and essential cybersecurity management.

Partnership

Adds proactive reviews, planning and ongoing improvement recommendations.

Strategy

Provides deeper technology planning, business continuity guidance and leadership-level strategic support.

Projects such as office moves, major migrations and infrastructure upgrades are usually scoped separately so costs remain clear and predictable.

We combine proactive monitoring, software updates, cybersecurity controls, backup management and recovery planning to help reduce risk.

This includes monitoring critical systems, managing updates, investigating backup failures, verifying backup health and helping firms develop recovery and business continuity plans.

We do not treat backup as “set and forget”. Recovery matters just as much as backup itself.

Yes.

Many firms don’t need a full-time IT manager, but they still need someone helping them plan ahead.

Unified IT provides regular reporting, technology reviews and practical guidance to help leadership teams make informed decisions about security, budgeting, business continuity and future technology investment.

Our goal is to help firms avoid costly surprises and make technology decisions with confidence.

Yes.

We help firms strengthen their cybersecurity posture through security monitoring, Microsoft 365 security controls, advanced email protection, managed threat detection, phishing simulations, user awareness training and security reporting.

Where required, we can also help support Cyber Essentials readiness and provide evidence of technical controls that may be requested by insurers or clients.

Rather than focusing on compliance checkboxes, we focus on building practical security controls that reduce real-world risk.

We help manage the full lifecycle of user accounts and access permissions.

This includes setting up new users, managing Microsoft 365 licences, configuring access to systems, supporting Teams and OneDrive, and securely removing or archiving accounts when staff leave.

The objective is to help new starters become productive quickly while ensuring former staff no longer retain access to business information.

If your current provider is reactive, difficult to reach, unclear on pricing or not helping you improve your technology environment, it may be time for a review.

When onboarding a new client, we assess existing systems, security, Microsoft 365, backups, suppliers and support arrangements before developing a structured transition plan.

The goal is not simply to replace your current provider. It is to give your firm better visibility, stronger security, more proactive support and a trusted technology partner who can help you plan for the future.