Industries / Professional Services
Professional Services
Compliance-heavy B2B firms — investigative, legal, insurance, CPA.
The industry
Professional services firms carry two burdens their IT has to serve: regulatory compliance (FCRA, state licensing, federal contracts) and client expectations set by Fortune 500 buyers. Your IT has to be enterprise-grade without an enterprise budget or team.
Why Mako fits
We support investigative services, insurance brokerages, CPA firms, legal practices, and related professional services operations. Boutique scale, enterprise-grade security, no corners cut on compliance documentation.
What breaks
Common problems for professional services businesses.
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FCRA, EEOC, DOT, and state-specific licensing compliance
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Encrypted client portals and data handling
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Multi-state regulatory variance (a 33-state insurance brokerage has 33 flavors of compliance)
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Fortune 500 and government-agency client expectations on security questionnaires
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Boutique operations expected to pass SOC 2 Type II audits
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Fast onboarding and offboarding of case staff, seasonal workers, and contractors
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Legal hold and e-discovery readiness
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Client data segregation and access logging
Built for professional services
Services tuned to how you actually work.
Compliance-ready identity and access
MFA everywhere, privileged access management, and access review documentation that stands up to client security questionnaires.
Client portal security and availability
Encrypted portals, monitoring for authentication anomalies, and documented incident response.
SOC 2 readiness support
Gap assessment, control implementation, and evidence collection to get you to a Type II attestation.
Secure email and document handling
Encrypted email, DLP, retention policies, and e-discovery capability.
Rapid staff onboarding/offboarding
Templatized provisioning for new investigators, adjusters, or analysts — and clean offboarding so access closes on day one.
Client security questionnaire support
We complete the technical sections of client security questionnaires accurately, saving you the back-and-forth and often the deal.
Comparison
Generic IT vs. Mako for professional services.
| What matters | Generic IT / DIY | Mako |
|---|---|---|
| Security questionnaires | You fill out the security questionnaire yourself, hoping it passes | We complete the technical sections with accurate, current evidence |
| Multi-state licensing | 'That's your compliance team's problem' | Technical controls documented and adaptable to each state's requirements |
| Access logging | Hope the vendor captures the right logs | Centralized logging with retention and reviewable trails |
| Fast staff turnover | Manual provisioning, manual offboarding, manual everything | Templatized, audited, and trackable |
| Client data segregation | Hope the CRM does it correctly | Controls, logging, and regular review |
| Audit responsiveness | Scramble for 3 weeks when the auditor calls | Evidence is current and organized — responding takes hours, not weeks |
Client in this industry
Professional Services
Davis Investigation Services
FCRA-compliant infrastructure serving Fortune 500 and 100+ government clients.
Background check and investigative firm in Conroe, TX — built on strict FCRA, EEOC, and DOT compliance. Mako's job: keep the platform encrypted, audited, and always available.
FAQ
Professional Services — common questions.
Do you have experience with FCRA-regulated businesses?+
Yes. Several of our clients operate in FCRA-regulated industries (background checks, screening services). We understand the technical controls that support FCRA compliance.
Can you help with SOC 2 Type II?+
We can get you to audit-ready, coordinate with the auditing firm, and support the audit itself. Most of our SOC 2 clients have been through multiple cycles with us.
What about fast onboarding for contractors and case staff?+
Templatized user provisioning, access packages by role, and auto-offboarding at contract end. Your HR or ops person clicks through a workflow instead of emailing us for each new hire.
We're a boutique firm — will Mako be cost-effective?+
Depends on your risk profile and client expectations. If your clients include Fortune 500 or government agencies, the security expectations often justify the investment. Talk to us and we'll be honest.
Do you help with cyber insurance applications?+
Yes. We complete the technical sections of cyber insurance questionnaires accurately — which often results in meaningfully better premiums.
Relevant services
What professional services clients most often pair with.
Everything below is live on the site today — pick the one closest to what you’re trying to solve and start there.
Cybersecurity & Compliance
SOC 2 readiness, phishing training, and the security-questionnaire answers your Fortune 500 clients expect in writing.
Learn more →
vCIO Services
Board-level IT strategy for firms where technology is material to client delivery but a full-time CIO isn't economic.
Learn more →
Cyber Insurance Questionnaire Support
Accurate answers on the technical sections so your premiums reflect the controls you actually have.
Learn more →
Service areas
Where we support professional services clients.
Conroe · The Woodlands · Houston · Spring · Montgomery · Huntsville and surrounding Houston metro areas.
Let’s talk professional services.
Twenty minutes with a real person. No pressure, no pitch deck.