Consulting Firms
Consultants, marketing and creative agencies, and other project-based firms.
Industry
Category
Software
Productivity
Microsoft 365 · Google Workspace
Project & client management
Asana · Monday · HubSpot
Time & billing
Harvest · BQE
Creative
Adobe Creative Cloud
Not seeing your software? Tell us what you run. We’ve worked in more than fits on a page.
Sound familiar
Everything's in the cloud and none of it is backed up — The cloud isn't a backup. Most firms find that out the hard way.
Contractors keep their access — Temporary collaborators stay in your systems long after the project ended.
Client work is all in one place — Several clients' material in one folder structure with nothing separating it.
Your laptops are your infrastructure — No server, no real network, and no plan for the day one gets stolen.
Bigger clients push requirements down — Enterprise customers add security terms to contracts, and there's nobody in the firm who can meet them.
What you’re held to
What your clients require — Contractual security terms are often stricter than anything in law, and they're enforced by the people paying you. (Your client agreements)
Data handling obligations — Where you process EU or California personal data on a client's behalf. (GDPR Art. 28; CCPA and CPRA service provider terms)
Breach notification — State obligations where personal information is exposed. (N.C. Gen. Stat. 75-60 et seq.)
