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Smart Path IT
⚖️Solutions for Professional Services

Professional Services

Outsourced IT and engineering for accountancy practices, law firms, consultancies and chartered surveyors across the UK.

Professional services firms run on three things: confidential client data, billable hours and regulatory compliance. When IT slows, all three suffer at once. We help UK practices run lean, secure infrastructure and build the internal tools that get partners and fee earners back to billable work.

Most of our professional services clients sit between five and one hundred and fifty staff. They have outgrown the local one-person IT shop but cannot justify a full in-house IT and engineering team. That is exactly the gap we fill — managed IT and a real software team under one retainer.

What we hear from professional services buyers

Compliance overhead is rising

ICO, SRA, ICAEW, FCA and now MTD for Income Tax all demand auditable controls over data, access and recordkeeping. Spreadsheets and shared drives no longer cut it.

Hybrid working has flattened the perimeter

Fee earners log in from home, client sites and chambers. The old office firewall is irrelevant — what matters now is identity, device posture and conditional access.

Practice management software is rigid

Off-the-shelf PMS systems cover the basics but never quite fit the way your firm actually works. The gaps get plugged with manual rekeying, email chains and Excel.

AI is changing client expectations fast

Clients increasingly expect same-day turnarounds, plain-English summaries and self-serve portals. Firms that do not adopt AI thoughtfully will lose ground in the next eighteen months.

How we help — Run & Build, under one team

Day-to-day IT plus the bespoke software that makes your firm distinctive.

Run: Managed IT, security and compliance

Microsoft 365 hardening, Cyber Essentials and Cyber Essentials Plus support, ISO 27001 evidence collection, conditional access, mobile device management and 24/7 monitoring.

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Run: Cybersecurity tailored to regulated firms

Phishing-resistant MFA, data loss prevention, encrypted backups, endpoint detection and tabletop incident response exercises aligned with SRA and ICO expectations.

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Build: Practice tooling and client portals

Bespoke client onboarding portals, document collection workflows, billing dashboards, MTD-aware bookkeeping integrations and PMS extensions where the off-the-shelf product falls short.

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Build: AI-assisted document review and drafting

Private, UK-hosted AI copilots over your matter files, precedent libraries and client correspondence — with audit logs, redaction and human review built in.

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Build: Process automation

Eliminate the rekeying tax: automated lead routing, AML check workflows, engagement letter generation, billing reminders and integrations with Xero, IRIS, CCH and Microsoft 365.

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Professional Services FAQ

Do you have experience with ICO, SRA and ICAEW expectations?

Yes. We work with regulated practices and align controls to the relevant supervisory body — for example the SRA Standards and Regulations for solicitors, ICAEW Code of Ethics for accountants and the ICO Accountability Framework for any firm processing UK personal data. We provide the evidence pack at audit time.

Can you help us achieve Cyber Essentials Plus?

Yes. We prepare your environment, run a pre-assessment, remediate findings and support you through the formal IASME assessment. Most clients get from kick-off to certified within six to eight weeks.

Will AI tools we adopt put client confidentiality at risk?

Not if they are deployed correctly. We default to UK-hosted, private endpoints with no training on your data, full audit logging and human review on any output that leaves the firm. We will tell you in writing which workflows are safe to automate and which should remain human-only.

What does engagement typically look like?

A discovery week (free), a written ninety-day plan, then a managed retainer covering both run-the-firm IT and build-the-firm software. Clients can start with one side and add the other later.

Discovery week — on us

We will spend a week mapping your IT and software landscape and write you a free, no-obligation ninety-day plan.

Book a discovery week