SmartFirm Guided
Technology can be challenging. We've got the expertise to help.Have some IT handled, but still need expert guidance?
Smart solutions for when tech isn’t your thing
(but success is).
“If it’s not broken, why fix it?” Fair enough. But are you confident you can answer these critical questions?
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Who’s giving you expert, big-picture IT guidance to make sure your tech is actually helping—not holding you back?
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Who’s keeping up with new technology so you know what’s worth your time (and what’s not)?
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Can you confidently say your firm is protected against ransomware, breaches, and other security threats?
4.
And maybe most importantly—can you sleep at night knowing your backup and disaster recovery plan actually works… because it’s been tested?
Handling day-to-day IT is important—but it’s the bare minimum. The bigger value comes from having a real strategy behind it.
Keeping your IT running is only half the battle—if the setup’s not right to begin with, you’re just spinning your wheels.
It’s not about fixing what’s broken—it’s about making sure your IT is actually built to support the way your firm works. From in-depth audits and roadmap planning to vendor strategy, budgeting, and policy guidance, we help you take control of your technology. Whether you’re worried about security, tired of flying blind with IT decisions, or just want someone who can speak plain English and help you make smart moves—we’re here for it.
You get more than advice—you get a partner who knows your business and helps steer the ship. We help you identify risk, avoid wasteful tech spend, and implement solutions that actually fit your firm. We review your environment regularly, update your plan as your needs shift, and make sure every dollar you spend on IT has a purpose. We don’t chase trends—we focus on what works. And because we’ve been doing this for decades, we bring insight that one-off consultants and part-time IT guys simply can’t offer.
With SmartFirm Guided, you get clarity, confidence, and a real plan. No guesswork, no jargon, and no more reacting to problems after they happen. Just smart, steady guidance that helps your firm stay focused, protected, and productive.
What SmartFirm Guided provides
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An in-depth IT audit to assess your current setup, identify risks, and align tech with your firm’s priorities
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A dedicated strategic advisor who acts like your fractional CIO—without the executive salary
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Quarterly check-ins and roadmap planning to keep your tech aligned with your goals and budget
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Help navigating vendor decisions so you’re not overspending or stuck with tools that don’t fit
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Stronger cybersecurity and compliance posture backed by policy reviews and risk assessments
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Clarity and confidence in your IT decisions—no guesswork, no jargon, just smart guidance that fits your firm
Benefits for your firm
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Stop guessing about what tech your firm actually needs—we give you a clear, informed path forward
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Make smarter IT decisions that support your staff, your clients, and your bottom line
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Avoid expensive surprises with proactive planning, budgeting, and risk management
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Reduce downtime and disruptions by addressing issues before they become problems
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Feel confident in your compliance with up-to-date policies and proven security strategies
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Get leadership-level IT insight without the cost of hiring a full-time executive