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Cybersecurity Advisory for Legal & Professional Services

Client confidentiality, privilege protection, and security programs that win client trust, for law firms, CPA firms, and consultancies across the Pacific Northwest.

You Hold Everyone Else's Secrets. That Makes You the Target.

Law firms, CPA firms, and consultancies concentrate the most sensitive information their clients have, M&A terms, litigation strategy, tax records, financial statements, intellectual property. Attackers have figured out that breaching one mid-sized firm yields the secrets of hundreds of clients, usually behind defenses far weaker than those clients maintain themselves.

The exposure is more than technical. A breach at a professional services firm triggers ethical obligations, breach notification duties, potential malpractice exposure, and, most damaging of all, the loss of the client trust your entire business is built on. Meanwhile, the pressure is arriving from both directions: corporate clients now send security questionnaires before engaging outside counsel or accountants, and tax preparers are federally required to maintain a written information security plan under the FTC Safeguards Rule.

CyberCascadia gives your firm the security leadership to meet those obligations and the documentation to prove it, without hiring a security executive or disrupting how your professionals work.

What We Do for Professional Services

Security leadership that protects privilege and reputation.

Confidentiality & Privilege Protection

Access controls, encryption strategy, and data handling practices designed around privileged communications, client files, and work product.

Client Security Questionnaires

Answer outside counsel guidelines and client security assessments accurately and competitively. Build the program that turns due diligence into a selling point.

WISP & Regulatory Compliance

Written information security plans for tax practices under the FTC Safeguards Rule, plus alignment with bar guidance and state breach notification laws.

Wire & Trust Account Fraud Prevention

Verification procedures and email security controls that protect client funds, trust accounts, and settlement transfers from business email compromise.

Incident Response Planning

A tested plan covering legal hold, notification obligations, and client communication, so a breach is handled with the same discipline you bring to client matters.

Cyber Insurance Readiness

Document the controls carriers require, answer applications accurately, and position the firm for coverage that actually pays when you need it.

Who We Serve

Professional services firms across the Pacific Northwest.

Law Firms

Litigation, transactional, and full-service firms protecting privileged communications and client files.

CPA & Accounting Firms

Tax and audit practices with FTC Safeguards Rule WISP requirements and concentrated client financial data.

Consultancies

Management and technical consulting firms handling sensitive client data under contractual security requirements.

Title & Escrow Companies

High-value wire transfers and closing funds, the most targeted transactions in the BEC playbook.

Insurance & Benefits Brokers

Brokerages handling client PII and health information under state data security and privacy laws.

Architecture & Engineering

A&E firms managing project IP, public infrastructure data, and government contract security requirements.

Frequently Asked Questions

Professional services security questions we hear most.

Because you concentrate other people's most sensitive information, deal terms, litigation strategy, tax returns, financial statements, trust account details, behind defenses that are usually weaker than your clients'. Attackers treat professional services firms as the soft entry point to valuable data, and ransomware operators know confidentiality pressure makes firms more likely to pay quietly.

You likely have both. Tax preparers are required by the FTC Safeguards Rule to maintain a written information security plan (WISP), the IRS asks about it on the PTIN renewal. Lawyers have ethical duties of competence and confidentiality that bar associations have explicitly extended to technology and breach response. Add state breach notification laws, client contractual requirements, and cyber insurance conditions, and most firms have more obligations than they realize.

Yes. Corporate clients increasingly require outside counsel and accounting firms to complete security assessments before sending work. We help you answer questionnaires accurately, close the gaps that would cost you the engagement, and build the documented program that turns security from a liability into a credential you can point to in pitches.

The risk doesn't scale down with headcount, a ten-attorney firm holds the same kind of privileged data as a hundred-attorney firm, with a fraction of the defenses. Our engagements are sized for small and mid-sized firms: a baseline assessment to establish where you stand, then right-sized monthly advisory. No enterprise bureaucracy, just the controls and documentation that matter.

Monthly advisory fees typically range from $2,500 to $9,000 depending on firm size, practice areas, and client requirements. Many firms start with a one-time Leadership Baseline Assessment to get a clear picture and a prioritized plan before committing to ongoing advisory.

Ready to talk?

No pitch, no proposal, no commitment. A 30-minute discovery call is just a conversation.

Schedule Your Free Discovery Call