Your clients trust you.
Build security around that.
For firms built on expertise, email, documents and client relationships are everyday business infrastructure. Start with the accounts, people and workflows that matter to your practice.
Minnesota based · Preparing for launch · Scope agreed before work begins
A business-first review for work built on trust.
Professional services firms often work across email, shared files, remote devices and third-party applications. The useful first question is who is responsible for protecting each part of the workflow, and what evidence is available.
CX is developing a focused assessment approach for smaller firms that want an understandable action plan and a defined next project. Xavier’s experience founding and operating Martine Law contributes a business owner’s perspective. It is not a claim that CX has delivered cybersecurity engagements for law firms or any other industry.
Conversations worth having
- How staff, contractors and departing employees receive or lose access.
- Who can share client files outside the organization.
- How payment-detail changes are independently verified.
- What the business can restore if a key account or system is unavailable.
- Who coordinates with the IT provider when something looks wrong.
- Workflow prioritiesIdentify the systems and client-facing work included in the review.
- Evidence-based findingsSeparate observed controls from missing or unverified information.
- Owner action planAssign the next decisions and provider follow-up to the right people.
- Defined follow-on workScope any improvements separately before access or changes.
Start without moving your client files.
An initial enquiry needs only your business type, approximate team size, general technology setup and the concern that brought you here. Do not send client documents, legal matter details, tax records, credentials or private security evidence to the public enquiry address.
Specialist obligations need specialist scope
Industry requirements, insurer questions and contractual security commitments need appropriate review. CX does not provide legal advice, compliance certification or a guarantee of insurance eligibility. We define any specialist involvement before work is proposed.
Plan your next step
Start with the business.
Get clear on the risk.
Tell us what your company does, the size of your team and what prompted your enquiry. We’ll discuss fit and the scope needed before proposing work.
Preparing for launch. Enquiries are welcome; delivery dates and engagements require finalized onboarding and a written agreement. Please do not email passwords or sensitive security evidence.