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MICROSOFT 365

Microsoft 365 for regulated firms

Secure, well-run Microsoft 365 for law, accounting and financial services firms that want their everyday tools working harder and safer.

Most firms use Microsoft 365, few use it well

Email, Teams, SharePoint and OneDrive run your day. Left at default settings, they leave security and licensing money on the table.

PRO DRIVE 360 METHODOLOGY

Pro Drive 360 – a structured, repeatable approach to IT

  1. Audit

    Identifying
the gaps

    We audit your entire IT environment and critical business infrastructure, covering everything from cyber security and compliance to core systems and tools like AI. By benchmarking your systems against our evolving standards, we provide a clear risk assessment of your current technical infrastructure. 

  2. Roadmap

    Prioritising
actions  

    We translate your risk assessment into a strategic IT roadmap built around your business goals and modern industry developments. This strategy provides clear, costed plans that prioritise 
the exact actions required to maintain compliance, unlock productivity gains, and support ongoing growth. 

  3. Align

    Meeting the standard

    We technically align your IT to our best practice standards to rapidly reduce risk
and immediately unlock productivity gains. In parallel, we maximise your IT investment by progressing towards key milestones on your strategic roadmap. These concurrent workstreams mean you’re covered today and set up for success tomorrow. 

  4. Enforce

    Maintaining 
the standard

    We keep enforcing the highest standard of IT for your firm by continuously monitoring, auditing and updating your environment as our set of best practice standards evolve - with the latest regulations, new cyber threats and application updates. 

What our Microsoft 365 service covers

Secure setup

Security and compliance settings built for regulated firms.

Licence review

Right-sizing licences to what you really need.

Teams and SharePoint

Collaboration that keeps files organised and findable.

Email security

Protection against phishing, spoofing and data loss.

Data governance

Access, retention and sharing under control.

Adoption support

Help so your team gets real value from the tools.

Designed for law, accounting
and financial services firms

Our Microsoft 365 work reflects how your sector handles email, documents and collaboration, matching configuration to your workflows and data rules.

Ready to get more from Microsoft 365?

Start with a review of your security, licensing and data governance.

FAQS

Common questions about our Microsoft 365 service

Often not, and it’s one of the most common gaps we find. Many firms pay for tools no one uses or are missing licences that would actually save time. Our licence review is right sized to what your firm really needs, so you stop paying for seats sitting idle and get the features your team actually depends on.