Free · No obligation
30-Minute Security
Consultation
In 30 minutes we'll review your firm's IT and security setup, discuss your biggest current concerns, and give you a written summary of your posture and suggested next steps — whether or not you decide to work with us.
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The Agenda
What we cover in 30 minutes
Structured for 10–50 person professional services firms — law, accounting, medical, finance — that handle sensitive client data and are starting to receive security questions from insurers or larger clients.
Firm overview
A quick review of your firm, headcount, IT setup, and what prompted the call — insurance questionnaire, phishing incident, documentation gap, or general concern.
Security posture review
A high-level assessment of your current controls: MFA status, phishing exposure, documentation completeness, and whether any monitoring is in place.
Specific recommendations
Concrete guidance on tightening the weakest points — and exactly what evidence your insurer or enterprise clients will expect to see when they ask.
Optional tier walkthrough
If it makes sense, we'll walk through how Baseline, Active, or Managed Security could address the gaps we find — no pressure, no obligation.
You leave with
A written summary, regardless of whether you become a client
- A short written summary of your current security posture
- The two or three specific risks we consider highest priority for your firm
- Suggested next steps — whether or not you become a client
30 minutes, no overrun
We respect your time. The agenda is structured and the call ends on schedule.
Confidential by default
Nothing you share leaves the call without your permission.
No sales pressure
This is a working assessment, not a pitch. You leave with something useful regardless.
Who This Is For
Built for 10–50 person firms that handle sensitive data
Cyber insurance renewal
Your carrier is asking about MFA, endpoint protection, and backup procedures. You need to know what you actually have before you answer.
A client asked about your security
An enterprise client or government contractor has sent you a security questionnaire. You need documented controls, not just a policy document.
A phishing incident
Someone on your team clicked something. You are not sure what was exposed or whether it is still a problem.
Undocumented IT environment
Your IT person left, switched MSPs, or you just realized nothing is written down. You need a clear picture of what you have.
HIPAA, PCI, or SOC pressure
A regulatory requirement or client contract is forcing the security conversation. You need to know what you actually need to comply.
General concern
Something feels off and you want an independent read on your current exposure — no agenda, no upsell pressure.
Ready to get a clear picture of your security posture?
Pick a time that works for you. The call is free, takes 30 minutes, and you leave with something in writing.