Financial & Legal Services

Cloud services can be suitable for confidential financial and legal information when the platform, configuration and working practices match your firm’s requirements. Security depends on how access, sharing, devices and data protection are managed.

DIS IT helps configure and manage Microsoft 365, including account security, document permissions and monitoring. Before moving sensitive information, your firm should assess the provider’s terms, data location, retention and recovery arrangements against its client commitments and applicable requirements.

Multi-factor authentication (MFA) adds a further identity check when someone signs in, making a stolen password alone less useful to an attacker. This helps protect email accounts, client documents and business applications from unauthorised access.

For financial and legal firms, compromised accounts can expose confidential information or enable convincing payment scams. We can help configure MFA for supported services. The method matters: phishing-resistant options offer stronger protection than some traditional codes or approval prompts.

Cyber Essentials is a UK government-backed certification that demonstrates your business has basic cybersecurity measures in place, often required for public sector contracts.

Yes. DIS IT supports the IT environment your customer relationship management (CRM) and case management systems depend on, including user devices, connectivity and secure access.

We can assist with platforms such as Salesforce, Microsoft Dynamics and HubSpot, with the scope agreed around your setup. Integration, backup and specialist application requirements vary by product. Where an issue involves the software itself, support may need to be coordinated with your application provider.

Yes. DIS IT is based in Basingstoke and provides IT support for financial and legal firms in Basingstoke and across Hampshire.

We support everyday business technology, including Microsoft 365, devices, networks, cyber security and backups. Whether you need an outsourced IT team or additional support for your existing team, we can agree a service around your firm’s systems, users and office locations

Yes. DIS IT provides managed backups for supported systems, including Microsoft 365 emails, OneDrive, SharePoint, servers and computers. We help identify where important information is stored and what needs protection.

Backup planning should cover retention periods, recovery priorities and regular restore testing. Records held in specialist financial or case management applications may need separate arrangements with the software provider. Agreeing these responsibilities helps your firm understand which information can be recovered following deletion, equipment failure or a cyber incident.

Yes. We help financial and legal teams access documents and business applications from approved devices when working from home, travelling or using another office.

Through Microsoft 365 and appropriate remote-access solutions, we can configure identity checks, permissions and device security around how your staff work. The aim is to give people access to the information they need while maintaining control over confidential files. Access should also be reviewed when employees change roles or leave the firm.

Reducing email fraud requires both technical protection and clear payment-verification procedures. Email filtering, multi-factor authentication and staff awareness training help reduce the risk of criminals impersonating clients, suppliers or colleagues.

DIS IT can support these technical controls and help staff recognise suspicious messages. Requests to change bank details or make unusual payments should also be verified through a separate, trusted channel, such as calling a previously verified number. A convincing email alone should never be treated as proof that a payment request is genuine.

IT support costs depend on the number of users, devices and offices, the applications you rely on and the level of support required. Security, backup and remote-working requirements also influence the scope.

DIS IT can review your current setup and recommend a suitable package. Your quote should explain the included services, support hours, response targets and any separate costs for licences, hardware or project work. Contact our Basingstoke team to discuss your firm’s requirements.