Technology Consulting for Professional Services Firms
Document management, SharePoint expertise, and matter automation for law firms, accounting practices, and consulting firms. Specialists in professional services technology.
Professional services technology challenges
Law firms, accounting practices, and consulting firms have unique technology needs around document management, matter/case management, and secure collaboration.
Client document management and matter control
Client files, contracts, correspondence must be securely stored and easily retrievable. Every document must be tied to the correct matter or engagement. Mistakes are expensive.
Secure file sharing and collaboration
Professional firms handle sensitive information. File sharing must be secure, access-controlled, and auditable. Client confidentiality is paramount.
Time and billing integration
Document and matter systems must integrate with time tracking and billing systems. Manual data entry creates errors and reduces profitability. Integration is complex.
Technology debt and legacy platforms
Ageing document management systems don't work well with modern platforms. SharePoint implementation is complex. Integration with practice management software is difficult.
How Imagefast delivers for professional services
We specialise in document management, SharePoint, and matter automation for professional services firms.
Document management platforms
NetDocuments, SharePoint, or OpenText — we recommend and implement the platform that best fits your practice. Full matter-linked document governance, version control, and secure access.
Learn moreSharePoint & Microsoft 365 for professional firms
Implement SharePoint as a secure document platform with matter management, team collaboration, and integration with practice management systems.
Learn moreMatter and workflow automation
Automate matter creation, document workflows, time tracking, and billing integration. Reduce manual work. Improve accuracy. Increase realisable time.
Learn moreProven results in professional services
Arch Insurance: Unifying global document management across multiple geographies
Global platform
Staff across the UK, Europe, South Africa and Australia brought onto a single platform with consistent governance and access controls.
Read case studyLIMOSS: Supporting the Lloyd's market's critical data capture platform
Proactive support
Ongoing support across Azure, OCR and third-party integrations for the market's Structured Data Capture (SDC) platform.
Read case studyProfessional services credentials
Trusted by leading law firms, accounting practices, and consulting firms across the UK.
25+ years
Delivering document management and professional services technology solutions
60+
Professional services clients including law firms, accounting firms, and consulting companies
NetDocuments & SharePoint certified
Specialists in document management platforms used by professional services firms
Frequently asked questions
What technology solutions do you provide for professional services firms?
We provide document management, knowledge management, collaboration, and process automation solutions for law firms, accountancy practices, consultancies, and advisory firms. This includes matter-centric document management with NetDocuments, SharePoint intranets and knowledge portals, automated client onboarding and engagement workflows, and secure collaboration tools for client-facing teams.
How do you handle document security for client-sensitive information?
Security is built into every solution we deliver. We implement ethical walls between client matters, granular role-based access controls, AES-256 encryption, comprehensive audit trails, and data loss prevention policies. For law firms, we ensure compliance with SRA Standards and Regulations. For accountancy firms, we address ICAEW and FRC requirements. All solutions support GDPR data subject rights and cross-border data transfer controls.
Can you help us move from iManage or a legacy DMS to a modern platform?
Yes. We have extensive experience migrating professional services firms from iManage, OpenText, network drives, and other legacy systems to modern platforms like NetDocuments, SharePoint, and cloud-based DMS solutions. Our migration methodology preserves matter structures, metadata, version history, and permissions while minimising disruption to fee earners. We typically run parallel systems during cutover so there is zero impact on client work.
How do you ensure high user adoption in professional services environments?
Professional services firms have unique adoption challenges — fee earners are time-poor and resistant to change that slows them down. We design solutions around how people actually work, integrate deeply with Outlook and Office so users do not need to change their habits, provide role-specific training rather than generic sessions, and embed champions within each practice group. Our implementations typically achieve over 80% adoption within the first three months.
Let's Discuss Your Professional Services Technology Challenges
Book a free 30-minute consultation with a senior advisor who understands law, accounting, and consulting firms.
Or call us directly: 0207 947 4041
