Operating context
Professional services firms depend on email, cloud platforms, shared documents, and remote access to serve clients. A compromised account or poorly controlled file share can expose confidential work, interrupt deadlines, and put client trust at risk.
HAI Consulting helps firms examine how people, networks, devices, and cloud services fit together. The work is scoped around practical priorities: controlling access, reducing avoidable exposure, preparing for incidents, and making technology easier to operate and support.
Security priorities
- Protect client files, matter records, contracts, and internal financial data
- Apply consistent access controls across employees, contractors, and external collaborators
- Secure remote and hybrid work without creating unnecessary friction
- Improve visibility into cloud applications, endpoints, and network activity
- Prepare a workable response plan for account compromise, ransomware, and service outages
Common risks to examine
- Phishing and business email compromise targeting partners, staff, and finance teams
- Broad or outdated permissions in document platforms and shared drives
- Unmanaged personal devices or inconsistent security controls for remote work
- Former employees, contractors, or vendors retaining access after an engagement ends
- Backups that exist but have not been tested against realistic recovery needs