Protect your business.
Put AI to work.
Practical Cybersecurity and Responsible AI adoption for small and medium-sized businesses and professional-services firms.
Understand Your Risks
Find security gaps in your systems and AI tools, and decide what to fix first.
Strengthen Your Foundations
Reduce the risk of incidents with security controls put in place alongside your IT provider.
Work Smarter with AI
Set rules for AI use and build workflows that save your team time while protecting sensitive data.
Technology should grow your revenue, not expose it to risk.
Security gaps can cost you clients and contracts, increase operating costs, and expose your business to liability. Addressing them helps protect revenue as you grow.
- Someone left the firm months ago — does their account still open your files?
- More access than roles need, permissions were never reviewed, and no one knows which data is sensitive.
- Half the team is pasting client information into AI tools you've never reviewed.
- When something breaks, it's unclear whether security is your IT provider's job or yours.
Who We Help
Owner-led firms where trust is as valuable as the product.
Client confidence starts with confidential files.
How we help law firms:
- Protect confidential client briefs and matter files when stored or shared
- Secure document collaboration with clients and co-counsel
- Meet data privacy expectations without slowing casework
AI Readiness Assessment
Adopt AI faster, with fewer surprises on the balance sheet.
Find out where your AI use needs attention before a client, insurer, or regulator asks. We assess it against recognized industry-standard frameworks and identify what to improve.
We Assess
Eight control areas, from staff using chatbots to AI agents acting on their own — where applicable.
The Three-Step Plan
From Uncertainty to Clear Control.
Security & AI Review
We agree on the scope, review your operations, systems, and AI use, and give you an action plan ranked by priority.
Strengthen Foundations
We put security controls and basic policies in place, coordinate with your team and vendors, and train staff on what changes in their day-to-day work.
Sustained Growth
Meet with your advisor each month to review actions, adjust priorities, and improve AI workflows as your business changes.
Clear Offers
Predictable monthly plans. No surprise invoices.
Every engagement starts with the fixed-scope Security & AI Review, then continues at the tier that matches how much support you want.
Foundation
Essential investment · monthly
Up to 6 hours / month
Monthly reviews of security actions, access and backup evidence, and readiness to use AI.
- Monthly owner meeting
- Action tracking and follow-up
- Quarterly access & backup evidence review
- AI readiness assessment and AI tool inventory
Guided Improvement
Moderate investment · monthly
Up to 10 hours / month
Everything in Foundation, plus hands-on improvement and safe AI use.
- Everything in Foundation
- Staff security and safe-AI training
- Security and vendor coordination
- AI acceptable-use policy and vendor AI review
Security + AI
Premium investment · monthly
Up to 16 hours / month
Everything in Guided Improvement, plus AI governance and help designing and improving AI workflows.
- Everything in Guided Improvement
- AI governance framework and oversight
- AI workflow design, coaching, and improvement
About Us
A small practice, on your side of the table.
We are not replacing your IT provider. We sit with owners, translate technical risk into business decisions, and make sure someone is accountable for the things that matter — protecting client data, controlling operating costs, and putting AI to work safely for growth.
The result: protected revenue, healthier margins, and less liability as you grow.
- Owner-Led
- You work with the same advisor every month
- Fixed Scope
- Priced up front, tracked in the open
- Vendor-Neutral
- We coordinate, we don't resell
Are you ready to adopt AI with confidence?
Tell us a little about your business and we'll schedule an introductory conversation — usually within one business day.
- nicole@managedIT-services.net
- 949-385-2611
- Remote-first, serving the United States