15+
Years Legal & Financial IT
100%
SRA Compliance Rate
£0
Client Data Breaches
99.9%
System Uptime

Why Legal & Financial Firms Need Specialist IT

Cornwall's professional services firms face strict SRA/FCA regulatory requirements for client confidentiality, data protection, and professional indemnity that standard business IT cannot meet.

Client Confidentiality & Legal Privilege

Legal privilege protects client communications. Requires end-to-end encryption, secure client portals, access controls on privileged documents, audit trails for compliance. Professional indemnity insurance requires documented IT security measures. Breaches can void PI cover.

SRA/FCA Regulatory Compliance

SRA Standards require IT security policies, staff training, documented procedures, business continuity plans, third-party due diligence. FCA senior managers regime demands accountability for IT failures. Audit-ready documentation essential for regulatory inspections.

Case Management & Practice Software

Legal case management (Proclaim, Leap, Clio), accounting software (Sage, Xero), time recording systems all require reliable infrastructure. Server failures prevent billing, case management, client communication. Backup failures risk losing client matter files permanently.

Lexcel Practice Management Standards

Law Society Lexcel requires documented IT policies, tested disaster recovery, security controls (MFA, encryption, firewalls), regular vulnerability assessments, staff security training, supplier management. Audit failures delay/prevent Lexcel certification.

Legal & Financial IT Infrastructure

SRA/FCA compliance, client confidentiality, Lexcel-ready systems, 24/7 support ensuring regulatory compliance and operational continuity.

Client Confidentiality

End-to-end encryption protecting privileged communications and client data.

  • Encrypted email and document storage
  • Secure client portals for file sharing
  • Access controls on privileged documents
  • Multi-factor authentication
  • Audit trails for compliance

Case Management Systems

Support for all major legal and accounting software with reliable infrastructure.

  • Proclaim, Leap, Clio case management
  • Sage, Xero, QuickBooks accounting
  • Document management systems
  • Time recording and billing
  • Court bundle preparation

SRA/FCA Compliance

Complete documentation packages and automated compliance monitoring.

  • IT security policies and procedures
  • Staff training and awareness
  • Business continuity plans (tested)
  • Data protection impact assessments
  • Third-party supplier due diligence

Solicitors IT

Complete IT for law firms.

  • Legal case management support
  • SRA Accounts Rules compliance
  • Lexcel documentation packages
  • Secure email (legal privilege)
  • Court bundle automation

Accountancy IT

Specialist IT for accounting firms.

  • Accounting software support
  • Practice management systems
  • Making Tax Digital integration
  • Client portals and document exchange
  • Remote working infrastructure

Financial Services IT

FCA-compliant IT for IFAs and financial advisors.

  • FCA regulatory compliance systems
  • Financial planning software
  • Senior managers regime IT controls
  • Client data protection
  • Professional indemnity requirements
15+
Years Legal & Financial IT
100%
Regulatory Compliance
£0
Data Breaches
99.9%
System Uptime

Supporting Cornwall Professional Services

Infrastructure for solicitors, accountants, and financial advisors delivering compliance, security, and reliability.

Law Firm - 12 Fee Earners

Proclaim case management, SRA Accounts compliance, encrypted email, secure client portal. Lexcel-ready documentation. Zero data breaches in 7 years. Passed SRA audit with IT security commended.

Accountancy Practice - 8 Partners

Iris practice management, Xero accounting, Making Tax Digital ready, client document portal. Remote working during tax season. 99.9% uptime. Supporting 400+ client businesses.

IFA Firm - FCA Regulated

Financial planning software, FCA-compliant systems, senior managers regime controls, client data security. Professional indemnity IT requirements met. Zero regulatory actions in 5 years.

Multi-Site Law Firm - 3 Offices

Centralized IT for 3 Cornwall offices. Leap case management, cloud hosting, inter-office file sharing, unified phone system. Supporting 18 solicitors. Lexcel certified across all sites.

Legal & Financial IT Assessment

Free consultation to assess compliance, review systems, provide recommendations. Identify gaps and provide costed solutions.

Technical Consultations

01726 776999
Mon-Fri 9AM-6PM

Emergency Support

0333 242 2721
24/7 Practice Systems

Professional Services

Proposals within 48hrs

Office

19 Trinity Street
St Austell, PL25 5LS

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