Industry · Professional Services
Your firm holds privileged client data, runs on email, and increasingly has to pass cyber-insurance questionnaires that your own clients insist on. We protect the practice without making the partners file a ticket every time they want to open a Word document on their personal laptop.
Law firms, accountants, consultants, and architects sit on the most sensitive data their clients produce. A single breach turns a confidentiality obligation into a disclosable incident — and the disclosure starts a chain reaction with every client.
Real-estate closings, settlement payments, retainer wires. Attackers monitor email for transaction language, then send a spoofed wire-instruction change at the last possible moment.
Partners and senior consultants work from personal laptops and phones. Without compliance enforcement, those devices touch privileged client matter with no controls.
Cyber insurance underwriters and bar associations now require MFA, EDR, encrypted backup, and IR retainers. Failing the questionnaire means coverage gaps or non-renewal.
Court e-filing, tax-software portals, client extranets, e-signature platforms. Credential reuse across these portals is the #1 way attackers reach client data.
Yes. Engagement scope is documented in writing during onboarding. EFROS engineers are bound by professional confidentiality obligations under the contract. We do not have routine access to privileged content; access is on-demand and logged.
Most likely. We have working knowledge of common practice management and document management systems used by law (Clio, NetDocuments, iManage), accounting (CCH, Drake, UltraTax), consulting (project portals), and architecture (Deltek, Newforma). If you use something less common, we adapt.
Yes. We complete the technical sections (MFA, EDR, encrypted backup, IR retainer) with documented evidence. We also complete the SIG Lite, CAIQ, and bespoke questionnaires that downstream clients increasingly require for vendor approval.
We profile-tune for senior staff: Conditional Access policies that allow flexibility but log thoroughly, MDM profiles that respect personal use on BYOD, and clear written boundaries about what we monitor and what we do not. The goal is real protection without a culture clash.
Anti-impersonation policies on the mail tenant, mailbox-rule monitoring, callback-verification training for finance / billing / paralegals, and an incident response runbook specifically for suspected BEC during transactions. The runbook gets exercised before it is needed.
IRS Pub 4557 + client data residency + cyber-insurance renewal.
OpenBEC + wire-fraud + client-data-exfiltration detection.
OpenClient-driven SOC 2 readiness for outside auditors and OCG.
OpenThird-party diligence template aligned to professional-services needs.
OpenTenant hardening with DLP for client data and trust accounts.
OpenReal engagement on AI scribe + client confidentiality.
Open