Services
When somebody asks what you have in place, you have an answer in writing.
The question arrives from three directions — the renewal form, the client about to sign something large, and whoever oversees your profession. It is always some version of the same question, and it is always due on a Thursday.
Nobody opened a firm in order to fill out forms about how the files are kept. The forms arrive anyway, and they have gotten longer. What used to be three questions on the renewal is now thirty, and the answers are a warranty. If you ever make a claim, your insurer holds you to what you wrote.
The awkward part is that whoever fills it out is rarely the person who knows. It gets handed to whoever is nearest, checked where it looks about right, and sent back. We once sat with an owner who had answered yes, in complete good faith, to a question about a second step at sign-in. It had been set up for two of the fourteen people who work there.
Then there is the version that arrives without warning — a security questionnaire stapled to a contract you spent four months winning, due back Friday. Nobody has ever asked you these things before. The contract does not wait while you find out.
What we handle
What that actually covers.
No list of products. The things that change for you, in the order they matter.
The renewal form answered honestly, line by line
We go through it with you and check every yes against what is actually there. Where the honest answer is no, you hear that from us before you sign it, not from an assessor afterward.
What you have matches what you told them
You wrote yes on the form last March. If you ever make a claim, somebody goes and checks whether it was true. We make the two match, and we keep them matching as your firm changes.
Evidence gathered as you go
Dates, lists, who can reach what, and what was checked when. Collected quietly through the year and kept in one place, so nothing has to be reconstructed from memory in a bad week.
The client questionnaire, handled while you win the work
Some of these run to a hundred questions and arrive with a deadline you did not set. We fill out the technical half and hand it back to you ready to sign.
What your profession expects, in plain words
Firms holding medical records, client money, case files or personal information all sit under somebody's rules. We tell you which ones actually bite and which ones are quieter than the people selling to you suggest.
Written once, not rewritten every year
Next year's form is mostly this year's form. You answer the few questions that changed and leave the rest alone.
A short list of what would genuinely fail
Not everything on these forms carries the same weight. You get a ranked list, with the things that can wait clearly marked as things that can wait.
Somebody who shows up to the call
When the insurer's assessor or the client's security person wants a technical person on the line, that is us. You do not have to be on it, and nobody is going to ask you what a term means.
Half the firms we look at are already doing most of the substance and simply cannot show it. Some of what gets sold as an obligation is not one, or not yet, and we would rather tell you that than sell you a project. A review gives you a written picture of where you actually stand, and you keep it whether or not you hire us.
The rest of what we handle
- Day-to-day supportOne number, and someone who knows you.
- SecurityThe locks, and someone watching overnight.
- Backup and recoveryOpen Monday if the worst happens Friday.
- Working from anywhereThe kitchen table, same as the desk.
- Moving your systemsA new office, or a new arrangement.
- AI in your buildingUseful, and your files never leave.
Start with the review.
Ninety minutes on site, a written report, and no obligation either way.