Secure IT Services for Professional Services Firms in California

Consilien empowers law firms, accounting practices, consultants, and agencies with secure, scalable, and compliant IT infrastructure. We reduce risk, eliminate downtime, optimize for efficiency, and strengthen compliance… so you can focus on serving your clients.

Top IT Services Company - Manufacturing California Award - Clutch Reviews

Challenges Facing Professional Services Firms

Is IT Slowing Your Firm Down or Putting You at Risk?

Professional services firms face pressure from clients and regulators to protect customer data, ensure uptime, and modernize their systems. Here are some common challenges Consilien solves for our professional services clients.

  • Sensitive client data vulnerable to breaches and compliance violations
  • Legacy systems that frustrate staff and cause slower operations
  • Poor integration across billing, CRMs, and platforms
  • Gaps in compliance with CPRA, SOC 2, FINRA, HIPAA, or ABA guidance
  • Lack of cybersecurity leadership and risk strategy
  • Internal IT teams that get overwhelmed with help desk tickets and projects
  • Current IT provider that can’t keep up with their growing needs
Challenges Facing Professional Services Firms

Why Leading Firms Choose Consilien

Trusted by California’s Professional Services Firms

  • Cybersecurity first approach in every solution
  • Deep experience with legal, accounting, and consulting workflows
  • Experienced  in CPRA, SOC 2, FINRA, HIPAA, and ABA requirements
  • Co-managed and fully managed IT support models
  • California based with fast, reliable service
  • Proven track record in audit readiness and breach prevention
What Makes IC24 Different

IT Services for Professional Services Firms

IC24 Managed IT Services

Fully Managed IT
Our comprehensive, fully managed solution for law firms, accountants, consultants, creative agencies, and other professional service organizations that want secure, compliant, and efficient IT without the complexity.

  • Fully managed IT: Help desk, infrastructure, vendor management, cybersecurity oversight
  • 24/7 proactive monitoring and unlimited support
  • Secure support for legal, financial, and cloud-based professional platforms
  • Multi location and remote workforce support

IC24 Co-Managed IT

We partner with your internal IT team to offload pressure, accelerate projects, and close compliance or security gaps, without replacing your people.

  • Flexible co-managed support tailored to your internal team’s needs
  • Escalation support and IT project assistance
  • Tiered help desk coverage and overflow support
  • vCIO services for roadmap and vendor strategy

Trusted compliance guidance from our experts.

Consulting and Strategy

  1. vCIO and IT Roadmapping
    Strategic IT planning that aligns with your firm’s growth, client service goals, and regulatory obligations.
  2. vCISO and Cybersecurity Leadership
    Guidance from security leaders experienced in SOC 2, HIPAA, CPRA, FINRA, and more.
  3. Network and Infrastructure Planning
    We design secure, scalable infrastructure that supports hybrid and remote operations while protecting sensitive customer data.
  4. Enterprise Architecture as a Service
    Align your technology stack with operational efficiency and compliance objectives.
  5. Business Process Optimization
    Eliminate IT friction across your document management, workflow, or client platforms.
  6. Infrastructure and Cloud Assessments
    We evaluate your systems to ensure performance, availability, and compliance across every location.
  7. Virtual Project Manager (vPM)
    Experienced project leaders ensure successful execution of firm-wide tech initiatives.

Cybersecurity Solutions

  1. Continuous Threat Monitoring and Detection
    24/7 monitoring of your firm’s networks, systems, and endpoints for immediate threat response.
  2. Advanced Endpoint Protection
    Protects mobile devices, laptops, and workstations, whether your team’s in the office or working remote
  3. Security Awareness Training
    Help staff avoid phishing, breaches, and risky behaviors with engaging training.
  4. Risk Assessments and Policy Governance
    Identify vulnerabilities and implement risk mitigation policies tailored to your regulatory needs
  5. Security Frameworks and Documentation
    We develop security frameworks aligned to NIST, ISO 27001, SOC 2,  or your internal governance standards.

Compliance and Continuity

  1. Compliance Consulting
    Navigate complex frameworks like SOC 2, FINRA, and CPRA with experienced compliance professionals.
  2. Legal and Financial Data Compliance
    Ensure your practice management, accounting, and document systems are secure and ready for audits.
  3. Business Continuity Planning
    Create business continuity strategies to avoid expensive downtime during disruptions.
  4. Disaster Recovery and Cloud Backup
    Automated, secure backups and failover systems designed for fast, full recovery.
  5. Compliance Interpretation and Roadmapping
    We turn legal and industry jargon into practical IT strategies for your operations.
  6. Policy Development and Security Frameworks
    We help you build defensible security policies to meet internal and external requirements.

Emerging Technology Enablement

  1. AI Preparation and Strategy
    Create governance and infrastructure plans to safely adopt AI in research, document review, client communication, and more.
  2. Modern Cloud Enablement
    Prepare your platforms for SaaS transitions, digital client portals, and remote collaboration.

Real World Challenges We Help Solve for California’s Professional Firms

Our clients in professional services often reach a tipping point. Their operations grow more complex, compliance demands increase, and existing IT resources can’t keep up. We step in with industry specific solutions that bridge that gap, without disrupting the tools they rely on.

Legal IT Challenges

Growing Risk, Legacy Systems, and Sensitive Data

As legal practices grow, especially those managing class action work, they face increasing demands for secure storage, reliable access, and compliance clarity. Many firms operate in hybrid environments, part cloud, part legacy. They manage sensitive filings, handle discovery data, and need platforms that support both speed and security.

We can support firms in that transition, helping them scale from smaller setups to secure, governed environments that handle sensitive data responsibly.

Here’s how we help:

  • Secure legacy platforms while supporting cloud transitions
  • Implement data governance strategies
  • Support eDiscovery tools and legal paper filing systems
  • Translate compliance and risk into IT strategy for internal teams

CPA Firm Challenges

Hybrid Environments and Secure Access

Many California CPA firms still use locally hosted QuickBooks environments, especially during complex tax and audit cycles. As more firms move toward cloud based accounting, they need a secure path forward that protects client data and enables staff to work from anywhere.

We can guide firms through a practical, staged approach… enhancing what they already have while preparing for what’s next.

Here’s how we help:

  • Support QuickBooks Desktop and hybrid accounting systems
  • Enable secure remote access for staff and client environments
  • Implement layered cybersecurity protections and continuity planning
  • Provide compliance support tailored to financial data workflows

Consulting and Advisory Firm Challenges

Client Trust, Data Privacy, and Strategic Enablement

Consulting firms manage confidential client data and work across multiple sectors, each with its own risk and compliance profile. With hybrid teams, demanding clients, and frequent travel, they need an IT environment that’s secure, scalable, and insight-driven.

Here’s how we can help:

  • Secure project workspaces and client facing platforms
  • Implement cybersecurity frameworks aligned to industry specific risks
  • Enable mobile and remote consultants with protected access
  • Align IT systems to operational KPIs and growth strategies

Insurance Firm Challenges

Regulatory Pressure, Client Confidentiality, and System Uptime

Insurance agencies and financial advisors handle sensitive client data daily. With growing cybersecurity threats and increasing compliance demands, firms need secure, reliable systems that keep operations running smoothly, and reputations protected.

Here’s how we help:

  • Implement layered cybersecurity aligned with GLBA and CPRA
  • Protect client portals, CRM platforms, and financial software
  • Enable secure hybrid work for advisors and admin teams
  • Maintain uptime and disaster recovery readiness across offices

Let’s Secure and Streamline Your IT

Speak with a Consilien expert. We’ll assess your current systems, identify risk and inefficiencies, and present a clear, actionable IT strategy aligned with your firm’s goals.

Schedule a Free Discovery Session

Our Clients' Success

Why Consilien?

  • Over 25 years serving California’s regulated industries
  • 5 star Clutch rating for service and results
  • Independently owned and operated in California
  • Trusted by professional services organizations

FAQs for Professional Services Providers

How do you support law, accounting, creative agencies, and consulting firms’ systems?

We support the specific platforms professional firms rely on. Whether that’s a legacy legal case management system, a hosted QuickBooks environment, or cloud based client portals. We secure and stabilize your existing tools, provide responsive support, and ensure everything runs smoothly behind the scenes, so your team can focus on clients, not IT.