The Firm Grew. The Inbox Didn’t Scale.
Professional firms tend to grow past their systems quietly. The pipeline lives in a partner’s head, engagements live in email, time and billing live in two tools that disagree, and every client relationship depends on someone remembering to follow up.
Meanwhile the confidentiality expectations only rise. Clients hand you their financials, their legal exposure, and their data, and increasingly they send a security questionnaire before they send the work.
The four pillars give a firm one backbone: a pipeline and engagements the whole firm can see, security that treats client confidentiality as an operating standard, automation for the document-heavy work that bills zero hours, and the certifications that keep larger clients comfortable.
All Four Pillars, Through a Professional Services Lens
The same operating model we bring to every engagement, tuned to the rules and realities of your field.
A Pipeline and P&L That Agree With Each Other
Dynamics 365 Sales makes the pipeline a firm asset instead of a partner’s memory. Project Operations tracks engagements, time, and realization, Business Central keeps the books, and Power BI shows utilization and margin by client, service line, and partner, live rather than at year end.
Dynamics 365 Sales CRM
Dynamics 365 Project Operations
Power BI & Fabric AnalyticsConfidentiality as an Operating Standard
Client files are access-controlled and backed up, identity is protected with MFA and conditional access, and email is hardened against the wire-fraud attempts that target firms precisely because clients trust their instructions. Fully managed, or co-managed alongside the IT person you already have, including for firms that are fully remote.
Managed ITCo-managed IT
Security OperationsFewer Hours on Documents That Bill Zero
Intake packets, engagement letters, and the seasonal flood of client documents can be classified, extracted, and routed by systems that keep a record of every step. Copilot, governed inside your tenant, drafts from your own precedents, so the leverage lands without client data leaving your control.
Custom AI & Workflow Automation
Copilot & Azure Foundry
Power AutomateAnswers for Every Client Security Questionnaire
SOC 2 is increasingly the price of admission for serving larger clients, and HIPAA applies the moment a client’s work brings you health data. We build the controls once on the Microsoft platform you already run, keep the evidence current, and sit beside you when the questionnaire or the auditor arrives.
SOC 2HIPAAHow an Engagement Comes Together
Identity, email security, devices, and backups reach a defensible baseline first, because everything else the firm does rides on client trust.
Pipeline, engagements, time, and the books move onto one connected platform, in whatever order removes the most friction first.
Automation and governed AI take over the document-heavy, zero-billable work, with every automated step logged and reviewable.
When the pipeline, the engagements, and the books share one backbone, growth shows up as revenue rather than as administrative headcount, and the firm’s systems answer client due diligence instead of failing it.
Implementation Options
Three ways to start, depending on how much certainty you want before you commit. Estimates and rates are quoted in your proposal.
T&M Implementation
- The full implementation on time and materials, billed to actual hours as consumed
- A written estimate up front, revisited at every phase gate
- Design and build run in parallel: the blueprint evolves while early phases are already being delivered
- Scope stays flexible, with changes approved through a written change order
- Simpler footprints with a clear picture of their requirements
- Teams comfortable steering scope as the work unfolds
Fixed-Fee Discovery & Design
- The first phase of a full implementation, run as a standalone engagement with its own deliverables (we call it Phase 0)
- Current state documented, future state designed, and the implementation blueprint delivered
- A fixed-fee implementation proposal, priced against confirmed scope
- Deliverables are platform-agnostic, not tied to Microsoft or to us, and detailed enough for any qualified partner to quote a fixed fee
- The fee is credited in full toward the implementation if you proceed with us within three months
- Complex or unclear scope, where guessing is expensive
- Boards and leadership teams that prefer the certainty of a detailed roadmap and fixed-fee scope before implementation kicks off
Fixed-Fee Implementation
- Follows a completed Discovery & Design engagement
- The implementation at a fixed price, quoted against the scope confirmed in discovery and design
- Milestone billing tied to deliverables you can verify
- Change orders only when the scope itself changes
- Budget certainty required before kickoff
- Regulated or board-governed purchases
Support & Training Options
However the engagement starts, ongoing support takes one of three shapes. The same structure applies across every service line on this page; rates and specifics live in your proposal.
T&M support & training
- A named bench for the systems we build and run, billed hourly as consumed
- Training sessions and documentation, scheduled as you need them
- No monthly commitment
- Teams with internal owners who need expert hands occasionally
- A first engagement, before committing to a program
Flat-fee service-line support
- Reduced professional services rates for your implementation
- Unlimited application support and training for the platforms we implement
- A predictable monthly fee on a rolling commitment
- Proactive improvements, not just break-fix
- Teams that want predictable cost and continuous improvement
- Businesses where the platform is now how the work gets done
Fully managed IT & applications
Everything in flat-fee service-line support, plus the IT operation underneath:
- Our lowest professional services rates for your implementation, as part of a holistic ongoing engagement
- Helpdesk, patching, backups, and vendor management, run by the same team
- Security monitoring, threat response, and email security
- An SLA on system-blocking issues
- Companies without internal IT
- Teams tired of application and IT vendors pointing at each other
Frequently Asked Questions
How fast do you respond?
Tickets go to an engineer first, with an average first response around 30 minutes during business hours. System-down issues carry an SLA. Support hours flex to where your team works, including multi-time-zone remote teams.
We already have an IT person. What happens to them?
They stay in charge. Co-managed IT is built around your internal lead: they remain first line for their own team, we take the escalations, they get admin access to every tool we bring, and someone senior covers them when they take a vacation. Several of our co-managed clients came to us specifically because their one IT person was at a breaking point.
Will Copilot or AI expose our data?
Only if it is rolled out carelessly. AI tools surface whatever the signed-in person can already access, so oversharing that was invisible in file shares becomes very visible in answers. We fix permissions and governance first, then turn on AI, in that order.
What is Dynamics 365 Sales CRM?
Dynamics 365 Sales is Microsoft's CRM (customer relationship management) system. It tracks accounts, contacts, deals, and follow-ups in one shared pipeline, inside the Microsoft tools your team already uses, so selling stops depending on one person's memory.
How does pricing work?
Managed services run at a flat monthly rate per person, which covers their primary device; shared and additional devices are a small add-on. Project work is hourly and quoted in writing before it starts, or converted to a fixed monthly fee when you want budget certainty. Microsoft licensing passes through at list price.
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