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For professional firms

Microsoft 365 done right, and security you can explain to clients.

Law, accounting, consulting, and other professional firms run on email, documents, and trust. I make sure all three are set up properly.

Ask about an assessmentSee how to start

In short

Downright Advisory sets up and secures Microsoft 365, helps answer client security questionnaires, and automates document work for law, accounting, consulting, and other professional firms, in Northern Virginia and remotely. Most firms start with a technology assessment from $2,500; ongoing advice and planning (Technology Partner) starts at $1,995 a month.

Sound familiar?

If any of these are true, you are in the right place.

  • A client sent a security questionnaire, and you are not sure every answer is true.
  • Microsoft 365 was set up once, and nobody has looked at the settings since.
  • Staff retype the same information into documents, forms, and emails every week.
  • You pay an IT company, a phone vendor, a website person, and a software consultant, and they have never spoken to each other.
  • Someone left the firm, and you are not certain all of their access was removed.

What I do for you

The work that matters most for you.

  • Microsoft 365 & cloud

    Email, files, sign-in, and devices set up the way Microsoft recommends, not the way they came out of the box.

  • Cybersecurity

    Honest answers to client security questionnaires, with the controls in place to back them up.

  • AI & automation

    Document work automated end to end: intake, drafting, routing, and filing.

How to start

Start with a technology assessment

I connect read-only to Microsoft 365 and your other systems, review the real settings, and hand you a prioritized, priced plan. Assessments start at $2,500, and the fee counts toward any project within 60 days.

How the assessment works

Relevant work

What this looks like in practice.

Replacing a 38-tab spreadsheet with a live Salesforce app

Spreadsheets · Salesforce · Workflow automation

38-tab
spreadsheet → one app
Zero
re-typing
“This changed my productivity drastically. I can't believe I was handling all of my program's cases without this before.”
Program Director

See all results

Starting prices

No surprises.

Every engagement starts with a free conversation and a written scope.

Technology assessment
from$2,500
Technology Partner (ongoing advice and planning)
from$1,995/mo
AI & automation projects
from$4,000

Let's get your technology working for you.

Tell me what's not working. Message, call, or text, whichever you prefer. I'll tell you honestly whether I can help.

Ask about an assessment