Professional firms lose margin in the gaps — untracked time, chased approvals, lost documents. We use Microsoft 365 to close those gaps without adding another system to learn.
These are the issues we see most often in Professional Services before we get involved. If more than one sounds familiar, the fix is usually configuration, not more software.
The current version is whichever attachment someone opened last, and nobody is sure who has what.
A partner signature holds up a deal for days because the chase is manual.
Only the lead knows where a project actually stands, and it stays that way until something slips.
Work delivered and time recorded don't line up, so hours quietly disappear at invoicing.
Recognise these? A free 15-minute call is usually enough to tell you which are fixable with the licences you already own.
Each of these is a scoped piece of work with a clear outcome. We start with whichever one is costing you the most right now.
SharePoint-based client portals replace scattered email threads for document exchange, with proper permissions per client.
Power Automate workflows generate and route proposals without a partner having to chase approvals manually.
Planner boards keep every engagement visible and on schedule, with clear ownership at each stage.
Structured SharePoint lists and Power BI reporting tie delivered work directly to billing, cutting down on write-offs from lost time.
Want these scoped for your professional services business? We'll put rough timelines and effort against each one.
These are the products we configure for Professional Services — what each one does, and why it matters here specifically. Most are already included in the licences you own.
Secure, branded portals where each client sees only their own documents.
Document exchange leaves email entirely, with permissions and a version history per client.
Generates and routes proposals, engagement letters, and approvals automatically.
Proposals go out in hours instead of days, and approvals chase themselves.
Shared boards showing every engagement, its stage, and who owns the next step.
Anyone can see where a matter stands without interrupting the person running it.
Utilisation, realisation, and pipeline dashboards built from your own data.
You see which engagements are actually profitable while there's still time to act.
A channel per client or matter, keeping conversations, files, and meetings together.
Context stays with the engagement instead of scattered across personal inboxes.
Classifies confidential client material and controls where it can travel.
Client confidentiality obligations are enforced by the platform, not by trust alone.
Already paying for most of these? We'll audit your tenant for free and show you which are switched on, which aren't, and which are misconfigured.
The same three steps for every professional services client. No long discovery phase, no surprise invoices — you'll know what's happening at each stage.
Before anything is bought or changed, we look inside your tenant: which licences you hold, what's switched on, what's misconfigured, and where your sector's risks actually sit.
We turn on and shape the tools your sector benefits from — access rules, automation, dashboards, device policies — and leave out the ones that would just add noise.
Environments drift. We monitor, patch, review, and adjust as your business changes, so the setup that worked at go-live still works two years later.
Step one is free and takes 15 minutes. You'll get the audit findings whether or not you work with us.
Automated generation and routing turns a multi-day chase into a same-day send.
Shared boards replace status meetings and forwarded email chains.
Delivered work ties back to billing, so fewer hours vanish before invoicing.
These are the results our clients report. We'll tell you honestly which are realistic for your setup before you commit to anything.
Real deployments in your sector, with the numbers the client actually measured afterwards.
The audit trail told a clean, damning story. The attacker had a valid session, most likely from an earlier adversary in the middle phishing link that stole the sign in token, which is why multifactor authentication never intervened.
We never move and delete in one step. Email, contacts, calendars, and Drive content were copied into Microsoft 365 first. Google Workspace stayed intact and readable the whole time. Only once the owner confirmed everything had landed was anything cleared from the source. It is the same no data loss method behind every Microsoft 365 migration we run. Drive content did not land in one messy pile either. We sorted it into the right places across OneDrive and SharePoint, so the team walked into a structure they could actually navigate. Want to see how a clean move works for your team? Explore our Microsoft 365 migration service.
We never move and delete in one step. Every mailbox, calendar, and contact was copied into Microsoft 365 first, and the old host stayed intact and readable the whole time. Only once each account was verified on the new side was anything cleared from the source. It is the same zero data loss method behind every Microsoft 365 migration we run. Part of the move was getting the domain right so mail kept landing. If you want to see where your own domain stands first, our free DMARC record generator shows you in minutes.
A migration moves your data to a new place. Defederation simply disconnects your tenant from the reseller and points administration and billing straight to Microsoft. The email, files, and domain never move. They sit exactly where they always were. We have done this for many agencies and small firms leaving GoDaddy and other resellers, so the steps are well worn. If you want the full picture first, read our complete guide on how to break free from GoDaddy and defederate to Microsoft 365 the smart way, or watch the full walkthrough on video.
We ran the agency's domain live on the call. Within about two minutes they could see the real status of every record. Once we set them correctly, all three were passing. Want to check your own domain first? Use our free DMARC record generator to see where you stand in minutes.
We rolled out SharePoint client portals with automated intake workflows in Power Automate and Planner-based case tracking, giving every matter one authoritative folder and a visible pipeline.
Want to know what a result like this would look like for your business? We'll walk you through the closest comparable project we've delivered.
Book a free 15-minute call and we'll pinpoint where your firm's margin is leaking into manual admin.