Solutions for Professional Services
Future-Proofing Professional Services Firms
Helping legal, consulting, and advisory firms streamline operations and elevate client service
Professional Services firm’s reputation rides on delivering expertise quickly, accurately, and securely. Whether you’re a legal powerhouse, strategic consultancy, or financial advisor, the pressure is constant, to meet client expectations, stay compliant, and protect sensitive data, all while keeping margins healthy.
But legacy systems, admin overload, and disconnected teams can make even routine tasks feel like uphill battles. What if your technology worked as smart as your people do?
At CPS, we help forward-thinking professional services firms modernise their operations using secure, intelligent Microsoft tools. From streamlining workloads to uncovering growth insights, we ensure your teams spend less time on admin, and more time adding client value.
Professional Services Challenges We Commonly See:
- Disconnected teams and document chaos – Siloed systems and version control issues slow down collaboration and delivery
- Heavy admin and compliance demands – Manual tasks and shifting regulations drain productivity and focus
- Pressure to deliver more, faster – Clients expect quick, proactive service without sacrificing quality
- Cyber risks to sensitive client data – Even minor breaches can erode trust and damage reputation
- Aging, siloed systems hinder service – Outdated tech slows response times and impacts client experience
- Legacy apps driving high costs and risk – Maintenance is expensive and security becomes harder to manage
- Complex integrations across platforms – Disconnected tools make automation and insight difficult
- Limited access to real-time data – Poor visibility makes informed, timely decisions a challenge
- Tight budgets and ROI expectations – Growing pressure to prove the value of every tech investment
- Need to innovate with fewer resources – Teams must evolve while staying efficient and cost-conscious
Facing similar challenges?
We help professional services firms work smarter with secure, integrated Microsoft solutions, enhancing client service without adding complexity or cost.
Software and Solutions We Offer Professional Services
Modern Work
(Microsoft 365, Teams, Copilot)
Empower your teams to work securely and seamlessly, wherever they are. Microsoft Teams and 365 provide a unified hub for collaboration, while Copilot acts like a digital PA, drafting emails, summarising meetings, and updating documents so your people can stay focused on client success.
Challenges Addressed:
- Wasted time chasing documents or information
- Siloed communication and lost productivity
Key Benefits:
- Streamlined collaboration across departments or offices
- AI-assisted drafting and updates for faster client turnaround
What You Gain:
More time doing what you do best, serving and advising clients
Interested in discussing your Professional Services' needs?
Get in touch with us today – click below to complete a form and we will call you back.
Managed IT Services
Professional services firms thrive on reliability. Our managed IT services give you just that, with proactive monitoring, issue resolution, and strategic IT planning built around your business needs. From secure remote work to compliance alignment, we’ve got your back.
Challenges Addressed:
- Reactive, piecemeal IT support slowing down operations
- Burdened in-house teams stretched thin
Key Benefits:
- Improved system uptime and performance
- Guidance to evolve your tech as your firm grows
What You Gain:
Confidence that your systems work, so your people can too
Business Applications
(Dynamics 365, Power Platform, Copilot)
From managing client relationships and tracking billing, to HR and performance analytics, our business applications bring your back office into the future. Automate the routine, uncover insights, and unify operations with Microsoft-powered solutions tailored to your needs.
Challenges Addressed:
- Time-consuming manual updates and scattered systems
- Lack of visibility into client pipelines or resource use
Key Benefits:
- Simplified processes for CRM, finance, HR, and more
- Built-in insights for smarter business development
What You Gain:
A more agile, data-driven firm ready to scale and succeed
Interested in discussing your Professional Services' needs?
Get in touch with us today – click below to complete a form and we will call you back.
Project Portfolio Management (PPM)
Client work isn’t just about deliverables, it’s about timing, capacity, and meeting expectations. Our PPM solutions help you keep every engagement on track, on budget, and aligned to client goals, with dashboards that turn gut feeling into crystal-clear oversight.
Challenges Addressed:
- Poor visibility into project status or profitability
- Difficulty aligning delivery with available resources
Key Benefits:
- Real-time engagement tracking
- Smarter, more proactive resourcing decisions
What You Gain:
On-time, high-quality work that keeps clients coming back
AI & Automation (Copilot Studio, Power Automate)
Let your team focus on what matters, relationships, strategy, and delivering insights, while automation handles the repetitive stuff. From onboarding clients to generating engagement reports, AI tools take care of the heavy admin lifting.
Challenges Addressed:
- Professionals bogged down by forms, templates, and manual updates
- Risk of error and delay in repetitive tasks
Key Benefits:
- More time and energy per billable hour
- Reduced human error and approval bottlenecks
What You Gain:
Greater efficiency and happier teams, plus better margins
Professional Services We Support
Data & Security
Your clients trust you with their most sensitive data, it’s your duty to keep it secure. CPS deploys Microsoft’s enterprise-grade security tools to protect your firm from breaches, ensure compliance, and build trust. With full audit trails and role-based access, you stay in control.
Challenges Addressed:
- Rising threats to sensitive client or firm data
- Mounting client demands around cybersecurity
Key Benefits:
- End-to-end protection across cloud and on-prem systems
- Confidence in GDPR and sector compliance
What You Gain:
A bulletproof reputation and trust that wins repeat business
Why CPS for Professional Services?
We don’t just understand technology, we understand your world. From billable hours and tight deadlines to client expectations and regulatory pressure, we know how to design solutions that fit the way professional services firms actually operate.
You benefit from:
- Specialist insight across law, consulting, accounting, and more
- Certified Microsoft experts in CRM, M365, Copilot, and security
- Delivery models that respect your time, revenue, and workflows
- Results-focused partnerships that improve performance, profit, and client satisfaction
Whether you’re scaling your practice, digitising operations, or modernising client delivery, CPS is your strategic tech partner for the journey.
Ready to Discuss Your Professional Services' Needs?
Complete the form opposite and we will call back you back within 24 hours.
We are business consultants, not sales people! We aim to provide you with the most suitable solution to meet your business needs based on our conversations. Put your trust in the experts and help your business grow.
(please indicate in the message section a preferred time for us to call, and by phone or Teams)