Good Enough Isn't

Most professional services firms run on Microsoft 365. Email, files, meetings, collaboration, client data — it all lives there, whether anyone planned it that way or not.

And for most firms, it works. Well enough.

Files get saved somewhere. People find what they need eventually. Email handles most of the heavy lifting. When someone asks "where is that document?" — someone usually knows.

But "usually" has a shelf life.

It runs out when a key employee leaves and their OneDrive goes with them. It runs out when a client asks for a document and the firm produces three versions, none of them clearly final. It runs out when an external shared link from last year turns out to still be active — pointed at data the firm forgot it was sharing.

None of these are catastrophic. All of them are preventable.

On May 28, join Systems Support's Will MacFee for a practical walkthrough of how client data should actually move through a Microsoft 365 environment — from intake to archive — and where most firms have compliance and operational gaps they don't realize are there.

We'll use law firms as the primary lens because the stakes are sharp and the examples are concrete. But if you run an accounting practice, a medical group, a financial advisory, an engineering firm, or any organization that handles sensitive client information — the workflow and the risks are nearly identical. Swap "matter" for "engagement" and everything we cover applies.

Firm leadership and decision-makers

• Managing partners, firm administrators, and office managers at law firms
• Owners and operations leaders at accounting firms, medical practices, financial services, and professional services organizations
• Firms with 10-150 employees across Greater Boston, the South Shore, and Southeastern Massachusetts

Organizations where:

• Microsoft 365 is the primary platform but nobody has formally designed how data flows through it
• Files are scattered across OneDrive, SharePoint, Teams, and email with no single source of truth
• Access has accumulated over time without regular review
• There is no written retention policy — or the policy exists on paper but isn't enforced
• The firm handles sensitive client information and has compliance obligations it may not be fully addressing

Firms that feel like:

• "We're doing fine" — but couldn't confidently explain who has access to what, or where a specific document lives
• They've outgrown their current approach but aren't sure what "better" looks like
• They know 201 CMR 17.00 applies to them but haven't fully implemented it