Services
Senior IT leadership, and systems that run themselves.
It starts with a free conversation. From there, most clients get a written assessment, keep a senior hand on IT through a monthly retainer, and choose whether we run their platform or set it up for their own team. Every engagement is quoted before it starts, and your accounts, licences and data always stay in your name.
Getting started
Talking to us is free.
Tell us what's working, what isn't and what's worrying you, and we'll give you our honest take, at no cost and with no obligation. If you'd like everything reviewed properly and put in writing, that's the assessment.
Free
A conversation about your IT
A 30-minute call, or a visit to your office in the Charlotte region. Ask anything. We'll share what we'd look at first and whether we're the right fit.
- No charge and no obligation
- Our honest opinion, even if the answer is “you're fine”
- Clear next steps, whoever ends up doing the work
Fixed fee
IT Assessment & Roadmap
When you want a proper review in writing. We look at your Microsoft 365 setup, security, devices, network, backups, vendors, contracts and bills, then walk you through a written report and plan you keep.
- A clear picture of where you stand, with risks ranked
- Licensing and vendor savings we can see straight away
- A 12 to 24 month roadmap with a budget
- A cyber-insurance readiness check
Quoted before we start. If you continue with a retainer, the fee is credited toward it.
IT leadership
A senior IT leader, at the level you need.
A monthly retainer puts someone senior in charge of your IT: direction, budget, vendors and the decisions in between. No full-time salary, and no helpdesk to pay for.
Retainer
Advisor
Regular check-ins to keep your IT on course.
- Quarterly strategy review
- Annual roadmap and budget
- Yearly vendor, contract and bill review
- Quarterly security check
- Email access between reviews
Best for: Firms with steady IT that want a senior second opinion
Retainer
Partner
We own the plan and keep everyone pointed the same way.
- Monthly reviews
- Your roadmap, owned and kept current
- Your vendors, IT provider and carriers managed
- Changes designed and overseen by us
- Security policies and insurance questionnaires
- AI usage and governance
Best for: Growing firms with no IT leader, or one IT person stretched thin
Retainer
Lead
Your IT director, part time.
- Everything in Partner
- Projects run under the retainer
- A seat at your leadership meetings
- Board and owner reporting
- Hands-on direction for your IT team
Best for: Multi-site firms in growth, change or recovery
Managed platform
Engineered to run itself.
Your systems built to a best-practice baseline that updates, backs up and protects itself. Then you choose: we run it for you, or we set it up for your own team to own.
Option one
We run it for you
One monthly price per user covers the tools, the monitoring, the vendors and the reporting.
- A 24/7 human security team watching for attacks
- Backups checked monthly and restore-tested
- Updates and patching tracked, with failures followed up
- We deal with the vendors when something breaks
- Microsoft 365 and tools on one invoice
- A monthly health report for you and your insurer
Best for firms that want IT handled, without hiring for it.
Option two
You own it, we set it up
You buy the tools in your own name from our recommended list. We configure everything to the same baseline and review it with you.
- Set up once as a fixed-price project
- Built on the security already in Microsoft 365 Business Premium
- Your team, or your current IT provider, runs it day to day
- Reviewed with you as part of your retainer
- Easy to move to option one later
Best for firms with their own IT person who want a solid foundation.
Either way, your tenant, licences, passwords, documentation and backup data stay yours. If we ever part ways, you keep everything.
AI, done safely
Copilot and Claude, rolled out properly.
AI assistants can read anything a user can open. A careless rollout lets staff surface payroll, HR or client files they shouldn't see. We fix the foundations first, then turn it on.
- 1Get your data readyOver-shared SharePoint, OneDrive and Teams cleaned up, sensitive files labelled, and rules for what the AI may see.
- 2Choose and connectMicrosoft 365 Copilot, Claude, or both, chosen for how your people work, then set up and connected to your files and apps.
- 3Govern and growA written usage policy, staff training, and regular reviews of what the AI can reach as new uses come up.
Quoted as a fixed-price project.
Ongoing AI governance is part of our Partner and Lead retainers. We help you license the right assistant for each person, so you don't pay for seats nobody uses.
Talk about AI for your firmProjects & connectivity
When it's time to build, we build it.
Larger pieces of work are scoped and quoted as fixed-price projects, so you know the cost before anything starts.
Projects
Microsoft 365 and Intune rollouts, migrations off old servers, firewall and Wi-Fi refreshes, multi-site networks, office moves and AI rollouts.
- Planned, tested and cut over out of hours
- Documented and handed over properly
Internet & phone review
A free review of your internet and phone bills across 100+ carriers. If we find something better, we handle the switch. Carriers pay us, not you.
- Every option we quoted, shown side by side
- Your contract stays directly with the carrier
What's not included
We lead and engineer. We don't run a helpdesk.
Password resets, printers and desk-side fixes are best handled by someone on your team or your existing IT provider. We make their job easier, and step in when something needs a senior engineer.
- Day-to-day helpdesk and user support
- On-site break-fix
- Cabling, cameras or access control
- Penetration testing (we bring in a specialist)
Not sure which fits?
Book a free 30-minute call. We'll ask what's working and what isn't, and tell you honestly where we'd start.
