Managed IT for firms that live on client trust

Technology should support the client relationship

Professional services firms depend on reliable access to email, documents, practice systems and client information. When technology is slow or down, billable time disappears and client work gets interrupted.

Cloddy provides one accountable team for day-to-day support and the wider environment behind it. We work with law firms, accountants, consultants, financial advisers and other client-facing businesses that want to operate securely without adding complexity.

Responsive support for busy professionals

Your staff need a clear path to help when a device, application or account gets in the way of client work. Cloddy provides a managed helpdesk backed by specialist escalation, with ownership that continues until the issue is closed.

We also monitor and maintain the systems we manage, so recurring problems get dealt with before they become a pattern.

Secure access to sensitive client information

Professional firms hold commercially sensitive, personal and financial information. We apply practical controls around it:

• multi-factor authentication and secure identity settings
• managed endpoint protection and device standards
• access controls based on each person's role
• email security, phishing protection and staff awareness
• backup oversight and recovery planning
• controlled onboarding and same-day offboarding

Security is connected to how your team works rather than treated as a separate checklist.

Microsoft 365 configured for professional work

We manage Microsoft 365 across Outlook, Teams, SharePoint, OneDrive and identity, with consistent permissions, secure external sharing and sensible document access so staff can work from the office, home or a client's boardroom.

Where a firm has accumulated inconsistent folders, sharing links and licensing over the years, we simplify the environment and document how it should be managed from here.

Joiners, movers and leavers without loose ends

New starters need the right device, accounts and application access from their first day. Departing staff need access removed promptly without losing records or disrupting client ownership.

We run both through documented standards, which cuts last-minute setup and removes the risk that forgotten accounts create.

A technology plan the partners can use

Technology decisions should connect to headcount, service growth, compliance obligations and client expectations. We bring device lifecycle, security priorities, licensing, projects and vendor decisions into a practical roadmap with clear next steps.

Partners and practice managers get a useful view of risk and investment without needing to become technology specialists.

One partner across systems and suppliers

Most firms rely on practice-management, document-management, accounting or industry-specific platforms. We work with those vendors and manage the surrounding devices, identity, Microsoft 365, connectivity and security so responsibilities don't fall between providers.

Contact Cloddy to talk about managed IT for your firm.