Microsoft 365 Security

Managed IT and Microsoft 365 Security, Built for Small Businesses

We're the IT partner for small businesses that run on Microsoft 365. A focused MSP, not a generalist. Start with a 10-minute scan of your own tenant and see exactly where you stand before any conversation.

Microsoft 365 Specialist
AI Security Aware
Remote & Austin Area
Client Success Built In
20 Years Industry Experience
3 Microsoft Certifications
100% Microsoft 365 Focused
0 Client Security Breaches
The Security Gap

Most small firms are exposed
and don't know it yet

Microsoft 365 is powerful. Out of the box, it's also wide open. Default settings, old permissions, and no one reviewing any of it. Most firms never address it until something goes wrong.

The Problem

Your environment is leaking

Default settings, overshared files, stale user accounts, no real visibility. Generic MSPs ship devices and close tickets. Nobody is watching the data. Now AI tools are surfacing all of it at once.

79%of legal professionals now use AI tools at work (Clio 2024)
44%of law firms have no AI governance policy in place
The Solution

Security-first, visibility always

We start with an IT Security Assessment. You answer questions about your environment, no system access required. From there we identify the gaps, build a remediation plan, and stay accountable to it every month.

  • Microsoft 365 security posture and access risk
  • AI usage, Copilot risk, and governance gaps
  • Identity and access hardening
  • Monthly visibility into your environment
The AI Risk Most Firms Miss

Your Staff

Users search, summarize, draft, and ask questions daily, often with client data.

AI Tool or Copilot

Accesses whatever content the user can already see across Microsoft 365.

Exposed Data

Old permissions, stale accounts, and overshared files become instant exposure.

Who We Serve

Built for small businesses
that run on Microsoft 365

Small firms that handle confidential information and need IT that's secure, responsive, and more intentional than generic managed services.

Law Firms

Protect attorney-client privilege, reduce unnecessary access to client matters, and meet evolving bar AI ethics guidance.

Accounting Firms

Safeguard sensitive financial data, maintain CPA confidentiality requirements, and govern how AI tools interact with client files.

Title Companies

Protect transaction data, secure client communications, and reduce wire fraud exposure across the full closing process.

Small Businesses

Security-focused managed IT for any firm handling confidential client information that needs more than reactive support.

How We Help

From risk to remediation
to long-term partnership

Assessment, remediation, and ongoing oversight. You always know what was done, what improved, and what's next.

IT Security Assessment

A 45–60 minute conversation covering security posture, AI exposure, backup, and access controls. No system access needed. We ask, you answer.

  • Microsoft 365 security posture
  • AI usage and Copilot risk
  • Backup and access controls
  • Written findings within 48 hours

Security Remediation

Fix the gaps that matter most, from identity controls and access cleanup to DLP, endpoint protection, and AI governance policy.

  • Identity and access hardening
  • Data loss prevention
  • AI governance policy
  • Microsoft 365 cleanup

Managed IT & Security

Ongoing support, monitoring, M365 administration, and proactive security oversight. Structured reviews every month so nothing drifts.

  • Help desk and user support
  • Proactive monitoring
  • Security management
  • Microsoft 365 administration

AI Readiness

Get ready for Copilot and AI tools by reducing oversharing, tightening controls, and building governance before anyone turns it on.

  • Copilot readiness review
  • Permissions and sharing cleanup
  • Sensitivity labels and governance
  • Safe rollout planning
Risk Tool · 5 Minutes

Is your firm's AI use a liability waiting to happen?

Your staff is already using ChatGPT, Copilot, and other tools. Most firms have no policy, no disclosure language, and no idea what data is leaving. Get an instant scored report across five risk categories.

AI Policy Data Exposure Microsoft 365 Client Disclosure Incident Readiness
Take the Risk Assessment →

No tenant access · No software install

79%of legal professionals now use AI tools at work
44%of law firms have no AI governance policy
30+states have issued bar AI ethics guidance
Instantscored report, no strings attached
Live Audit  ·  Microsoft 365

Four ways to know your Microsoft 365 exposure. Only one reads your actual tenant in about five minutes.

Self-assessments tell you what you think is happening. We offer two, one for Copilot readiness and one for core IT. A traditional outside audit takes weeks and thousands of dollars. TenantScan™ signs in with your Microsoft 365 admin account, reads your real settings, and delivers a plain English security report in about five minutes. Free. Read-only. Nothing stored.

Compare
Your options
Four ways to understand your M365 exposure
Self-Assessment
Questionnaire focused on Copilot & AI governance
Self-Assessment
Questionnaire on MFA, backup, offboarding, core IT
Recommended
Live Audit
TenantScan™
OAuth read-only scan of your actual tenant
Consultant
Traditional MSP Audit
On-site engagement with a security consultant
Cost
$0
$0
Complimentary
$3,000–$15,000+
Time to first report
5–10 minutes
5–10 minutes
Under 10 minutes
2–6 weeks
Inspects your actual tenant
Self-reported
Self-reported
OAuth read-only
With access granted
Covers Copilot / AI readiness
Primary focus
Not included
0–100 score
Usually an add-on
Covers MFA, backup, offboarding
Not included
Primary focus
4 categories + Secure Score
Varies by firm
Priority action plan
Generic suggestions
Generic suggestions
Critical / High / Medium
Consultant-prioritized
Industry-specific advisor notes
Not included
Not included
AI-written to your type
Human consultant
Re-run anytime
Anytime
Anytime
Anytime, no cost
Paid re-engagement
Software to install
None
None
None. OAuth only
Often yes
Audit Coverage

Eight security areas. One scan. Zero guesswork.

Conditional Access
Policy coverage across every user and sign-in path
App Registrations
OAuth consent, risky third-party access, stale apps
Email Authentication
DMARC, DKIM, and SPF alignment for spoof defense
Copilot Readiness
A 0–100 score gauging AI-safe data hygiene
Microsoft Secure Score
Benchmarked against Microsoft's own tenant baseline
License Waste
Idle seats, duplicate SKUs, and over-provisioning
Priority Actions
Ranked Critical, High, Medium. Never a wall of text
Advisor Notes
AI-written context tuned to your firm type
Run the Audit →

Connects via Microsoft OAuth  ·  Read-only access  ·  No software install

Risk Exposure Calculator

What is a breach actually
worth to your firm?

A two-field estimate grounded in the IBM 2024 Cost of a Data Breach Report, the Verizon DBIR, and the ABA Legal Technology Survey. Numbers you can bring to your insurance carrier.

Estimated annual cyber risk exposure
$0
based on a 0% annual breach probability for your segment1,3
Active client records at risk0
If breached, records exposed0
Direct data cost1$0
Operational downtime2$0
Legal & notification$0
3-yr insurance premium impact4$0
Total cost if breached$0
Data sources & methodology
  1. IBM SecurityCost of a Data Breach Report 2024. Per-record cost by industry: Professional services $181, Legal $173, Financial $202, Baseline $165. Global average: $4.88M; U.S. average: $9.36M. ibm.com/reports/data-breach
  2. Verizon2024 Data Breach Investigations Report. 43% of breaches involved small and mid-sized firms; median SMB operational disruption tracked to our per-seat downtime figure. verizon.com/business/dbir
  3. American Bar Association2023 Legal Technology Survey Report. 29% of responding law firms reported a security breach in the prior year. Source for the law-firm breach probability. americanbar.org/tech-report
  4. Marsh McLennanGlobal Cyber Insurance Market Report 2024. Post-incident premium increases averaging 25–30% at renewal, typically amortized over the three renewal cycles following an incident.

Estimates are directional. We assume 40% of active records are exposed in a typical breach (IBM average breach size scales with organization size), $1,200 per-seat operational cost over a 2–3 week recovery window, and a baseline $25,000 legal and notification floor plus $50 per record. Your real exposure depends on tenant configuration, retention, and the security controls actually in place today.

Run your complimentary M365 scan →

Find out which of these exposures are real for your tenant in under ten minutes.

A Different Kind of IT

Most IT providers go quiet
between incidents. We don't.

We build a structured review cadence into every engagement. You always know what was completed, what improved, and what's on deck for next month.

01

Monthly Reviews

What was completed, what improved, what still needs attention, and what's next. Consistent visibility every month.

02

Quarterly Business Reviews

Trends, risks, progress made, and where IT should focus next. Technical work connected to business priorities.

03

Annual Planning

Roadmap, lifecycle planning, and budget direction tied to where the business is actually going.

Why We're Different

Not another reactive help desk

Built around Microsoft 365 security, proactive risk identification, and a client success model that keeps value visible all year.

Sized for Small Firms

Firms under 40 people need real IT leadership, not enterprise overhead or a shared support queue. That's the model here.

Security First

Identity, access, sharing, and data exposure. These are the gaps that create real liability for your clients, and where we spend most of our time.

Ahead of the AI Curve

AI tools don't create new vulnerabilities. They expose the ones that were already there. We've been tracking this closely and know what to look for.

Accountability Built In

Monthly reviews, QBRs, and annual planning come standard. They're not an add-on. You should always know what your IT provider is doing for you.

Ready to see where your risks are?

Start with an IT Security Assessment. No obligation, no pitch deck. Just a clear picture of where you stand and what needs attention.

Microsoft 365 focused · Built for firms that need more than reactive IT support