A selection of engagements across the eight verticals we keep. Names are real where the client agreed; otherwise paraphrased to match the engagement’s shape.
Practice management migrations done over weekends. iManage and NetDocuments performance tuning. Conflict-of-interest mailbox segregation. Trust-account audit prep. All the things only law-firm IT actually has to do.
CCH Axcess and Lacerte tuning before busy season. Workpaper repository hardening. SOC-engagement client portals that don't embarrass you. 1099 and W-2 e-file infrastructure that survives the last week of January.
Revit Server and BIM 360 architecture. Workshared model performance across studios. CAD-grade workstation imaging. Plotter and large-format spool servers. Project archive policy that doesn't lose the drawings from 2009.
EHR integration work (Athena, eClinicalWorks, Epic Community Connect). HIPAA risk assessments your auditor will sign. PHI segmentation and encrypted backup. Multi-clinic identity, badge readers, and after-hours coverage that respects PHI boundaries.
OT/IT segmentation done properly. SCADA and PLC network isolation. ERP integration (Epicor, Plex, NetSuite). CAM file vaulting. Backup that includes the controllers, not just the servers. On-site response when a switch fails on second shift.
Diligence-room spin-up in days, not weeks. Day-one identity, email, and file migrations on closing. Portfolio-company IT due diligence with a written report. Standardized stack across the book so a third add-on doesn't reinvent the wheel.
Applied Epic and AMS360 administration. Carrier-portal integrations that break quietly. Producer mobility (the road, the laptop, the hotel wifi). Cyber-coverage posture for brokers who recommend it to clients and have to live the standard themselves.
Single-family office stacks built for discretion. Encrypted communication, hardened endpoints, segmented household and business networks. Travel-ready laptops with remote-wipe. Engineers who've signed personal NDAs and never appear on a website.