Technology That Moves Between Engagements With You
Consulting firms need IT that protects client confidentiality while supporting mobile teams working on multiple projects simultaneously. We provide secure infrastructure that keeps data segregated and consultants productive.
Schedule ConsultationChallenges Facing Consulting Firms
Client Data Confidentiality is Non-Negotiable
When consultants work on competitive or sensitive engagements, data leakage between clients destroys trust and creates liability. Traditional shared drives and email don't provide adequate separation.
Multi-Client Environments Create Complexity
Consultants juggle multiple projects with different confidentiality requirements, document retention policies, and access controls. Managing this manually invites mistakes that expose client data.
Mobile Teams Need Secure Remote Access
Consultants work from client sites, home offices, airports, and coffee shops. Securing data access across all these locations while maintaining productivity is an ongoing challenge.
Why Consulting Firms Choose Autimo
Client Data Segregation
We implement secure document management with client-specific access controls, ensuring consultants can only access data for their active engagements and preventing inadvertent cross-client exposure.
15-Minute Response SLA
When consultants are on-site with clients or presenting to executives, IT issues can't wait. We respond within 15 minutes to minimize disruption to billable engagements.
SOC 2 Ready Infrastructure
Enterprise clients increasingly require SOC 2 compliance from their consulting partners. We provide the controls and documentation that support your certification efforts.
Meeting Consulting Industry Requirements
Management, scientific, and technical consulting firms handle highly confidential client information and often work with enterprises that require documented security controls. We provide the infrastructure, segregation, and audit capabilities that protect client confidentiality and support SOC 2 readiness.
- SOC 2 Type II compliance support for enterprise engagements
- Client data segregation and access controls
- Secure multi-factor authentication for remote access
- Encrypted communications and data storage
- Audit trails for confidential document access
- PIPEDA compliance for consultant and client information
Why Autimo for Consulting
Confidentiality-First Design
We understand that protecting client confidentiality is the foundation of consulting relationships. Our access controls and data segregation are designed specifically for multi-client professional services environments.
Mobile Workforce Support
Your consultants work everywhere — client sites, airports, home offices. We provide secure access from any location without compromising data protection or productivity.
Enterprise-Ready Security
When enterprise clients require SOC 2 compliance or detailed security assessments, we provide the controls and documentation that help you win and retain those engagements.
Services for Consulting Firms
Cloud Services & Management
Your infrastructure, managed expertly in the cloud
Compliance & Risk Management
We've seen cyber insurance drop from $80k to $4k with proper compliance
Backup & Disaster Recovery
Your data, recoverable within hours - not days
Cybersecurity Services
Enterprise-grade protection that makes your firm unransomable
Identity & Access Management
Control who accesses what - down to the document level
Managed IT Support & Help Desk
24/7 expert support that keeps your firm productive and billable hours protected
Success Stories
Case studies coming soon for Consulting firms.
Frequently Asked Questions
How do you segregate data between different client engagements?
We implement role-based access controls and client-specific document repositories that ensure consultants can only access information for their active projects. This prevents inadvertent cross-client data exposure and maintains strict confidentiality boundaries.
Can you support consultants working from client sites?
Yes, we provide secure remote access via VPN and multi-factor authentication that works from any location. Consultants can access firm resources securely whether they're at a client office, home, or traveling.
What happens when a consultant leaves an engagement?
We immediately revoke access to that client's data repository while maintaining their access to other active projects. This ensures confidential information stays protected even after the engagement ends.
Do you help with SOC 2 certification for consulting firms?
Yes, we implement the security controls, access logging, and documentation required for SOC 2 Type II certification. This is increasingly important for consulting firms working with enterprise clients who require certified vendors.
How do you handle different document retention requirements for different clients?
We configure client-specific retention policies within our document management system, automatically enforcing each client's requirements for how long documents must be retained and when they can be destroyed.
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12-point assessment to evaluate your firm's client data protection, access controls, and confidentiality measures.
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