Professional services

Protect the trust behind your client work.

Professional firms depend on trusted communications, client files, document sharing, payment instructions, and cloud accounts. Praeven helps make those security decisions more deliberate and easier to explain.

Where the work starts

Common operating risks for client-service firms.

The program focuses on practical control points in communication, identity, documents, vendors, and client-facing processes.

Payment and vendor impersonation

Review how the business verifies payment instructions, bank changes, new vendor details, and urgent requests that appear to come from a trusted party.

Client files and document sharing

Review identity, sharing practices, access ownership, and the available evidence around business platforms used for sensitive client work.

Public information exposure

Assess public content, people, domains, and technology references that could support a targeted pretext or make an impersonation attempt more convincing.

How the program applies

Help the firm make defensible security decisions.

Praeven complements the firm’s IT provider by maintaining the security priority list, reviewing agreed evidence, and translating technical findings into business decisions and accountable next steps.

The program does not replace legal, regulatory, privacy, or compliance advice. Where client contracts or industry rules create specific requirements, the scope can be aligned with the firm’s counsel and service providers.

Useful starting services

  • Public Exposure Assessment — from $2,000: public-source review of brands, domains, people, and impersonation risk
  • Managed Security Program — $1,895/month: ongoing priorities, evidence review, risk register, and monthly leadership cadence
  • Policy Development — $3,500: tailored rules, ownership, approval, and review dates
Compare projects and programs

Prepare. Anticipate. Protect.