IT Consulting for Professional Services Firms
Law firms, accounting practices, and consulting organizations depend on technology to serve clients and protect sensitive information. Catch Advisors provides vendor-neutral IT advisory to help professional services firms modernize collaboration tools, secure client data, and streamline operations.
of law firms experienced a security breach in the past year
of professional services firms now support hybrid or remote work permanently
of client RFPs now include IT security assessment requirements
Professional services firms run on knowledge work, client relationships, and trust. The technology that supports these firms must enable seamless collaboration, protect confidential client information, and scale efficiently as the practice grows. Yet many firms operate with fragmented tools, outdated infrastructure, and security gaps that create risk.
Catch Advisors works with law firms, CPA practices, management consultancies, and other professional services organizations to build IT strategies that match how their teams actually work. We evaluate your collaboration stack, assess cybersecurity readiness, and recommend solutions for document management, unified communications, cloud infrastructure, and practice management. Our vendor-neutral advisory model means every recommendation is based on your firm's needs.
Whether your firm is migrating to the cloud, deploying Microsoft Teams voice for a hybrid workforce, or building a security program that satisfies client due diligence questionnaires, we bring the expertise and provider relationships to get it done right.
Key Challenges We Address
Remote & Hybrid Work Infrastructure
Building reliable, secure environments for professionals who work across offices, client sites, home offices, and while traveling.
Document Management & Collaboration
Implementing document management systems that support version control, secure sharing, e-discovery, and integration with practice management software.
Client Data Protection
Safeguarding sensitive client information with encryption, access controls, and data loss prevention policies that meet ethical obligations and client requirements.
Practice Management Systems
Selecting and optimizing practice management, billing, and CRM platforms that improve utilization tracking, client intake, and revenue reporting.
Unified Communications for Hybrid Teams
Deploying voice, video, and messaging platforms that keep distributed teams connected with clients and each other without complexity.
Cybersecurity & Client Trust
Building security programs that satisfy client security questionnaires, cyber insurance requirements, and industry standards like SOC 2.
IT Cost Optimization
Managing technology spend across software licenses, telecommunications, cloud services, and managed IT providers to maximize return on investment.
Relevant Solutions
Technology capabilities we bring to professional services organizations.
Unified Communications
Modern approaches to integrating communication platforms for today's hybrid and remote workforce.
Learn moreCybersecurity
Protect your organization with a comprehensive security strategy that addresses modern threats.
Learn moreCloud
Scalable, flexible, and secure cloud solutions designed around your business needs.
Learn moreMobility
Privacy-compliant mobility solutions that ease data connectivity and enable enterprise system integration.
Learn moreCase Studies
See how we have helped professional services organizations transform their IT.
Law Firm Network Overhaul and UCaaS Migration
Loncar & Associates
How we re-architected a law firm's entire network across 16 locations, migrated them to UCaaS, deployed SD-WAN with active-active bonded circuits, negotiated out of a $30K ISP bill, and saved them 42% annually.
Law Firm Integrates RingCentral with SmartAdvocate for Instant Client Recognition
McDonald Worley
How we helped McDonald Worley migrate to RingCentral and integrate their phone system with SmartAdvocate case management, enabling screen pops that instantly surface client records or launch the new case wizard, saving hours of manual effort and delivering a more personalized client experience.
Frequently Asked Questions
What cybersecurity measures do professional services firms need?
How do law firms choose a document management system?
What unified communications platform works best for professional services?
How can professional services firms control IT costs?
What should firms consider when migrating to the cloud?
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ExploreReady to Transform Professional Services IT?
Schedule a free assessment to discuss your industry-specific technology challenges.