Professional & Financial Services · Legal, investment and advisory
Client data moving around by email, in a profession where that is a liability.
IT support, cybersecurity, Microsoft 365 and client portals for South African law firms, financial advisers and professional services firms. We start with a free audit of the workflow that hurts most.
- MFA enabled18 of 18 users
- Endpoint protection22 of 22 devices
- Phishing and spoofing filterOn, at domain level
- Backup restore testedLast night, 02:00
- POPIA data registerUp to date
Self-check
Does this sound like your business?
Tick the ones that are true. If two of them are, the free audit will probably pay for itself.
- Client intake happens over email and PDF attachments
- You hold financial data with no security specialist on staff
- POPIA has come up and nobody owns the answer
Where we usually start
The fixes that matter most in professional & financial services.
You hold client data, and you are not certain what would happen if it leaked.
Protection sized for your business, and a straight answer on where the risk is.
Cybersecurity & Cloud →Microsoft 365 & ITNobody knows where files live, and phishing still gets through.
A tenant set up properly once, and someone who answers when it breaks.
Microsoft 365 & IT Support →Custom softwareA spreadsheet is running something important, and everyone knows it.
One system that matches how you already work, instead of six that half-fit.
Custom Business Software →How it works
You see it working long before you have paid for all of it.
Five stages, and you can stop after the first one at no cost.
- 01
The free audit
Thirty minutes. We map the process that is hurting, estimate the hours it is costing, and tell you what we would fix first. You keep that whether or not you go further.
Costs you nothing. No obligation to continue. - 02
A scope you can read
A written plan with defined deliverables, milestones and a timeline. You know exactly what you are getting and when, before anything is built.
No vague retainer. No surprise line items in an appendix. - 03
Build, in the open
Working software in front of you at each milestone, not one reveal at the end. If something is heading the wrong way you find out early, while it is still cheap to change.
Typically 4–8 weeks for a focused tool, 2–4 months for a full platform. - 04
Launch and train
A rollout with hands-on training, so your team is confident from day one rather than quietly avoiding the new system.
A system nobody uses is a system that failed. - 05
Evolve
Maintenance and expansion as the business changes. Support runs month-to-month, so we keep earning it.
No lock-in. Leave whenever it stops being worth it.
Guides
Worth reading first
Written to be useful on their own. If one solves your problem and you never contact us, that is a fine outcome.
IT support for law firms in Johannesburg
Legal practices carry client confidentiality, trust account records and POPIA obligations.
Read it →POPIA compliance checklist for small businesses
Practical, technical, and written for a business without a compliance department.
Read it →Custom client portal development
A client portal is worth building at the point where your team spends more time reporting on work than doing it.
Read it →“I had a great experience with Excentra Solutions. The team was professional, responsive, and clearly passionate about what they do. It’s refreshing to see a business that is innovative while still providing great service. Definitely excited to see them grow!”
Free audit
Thirty minutes tells you more than three months of wondering.
We map the process, estimate what it is costing you, and tell you honestly whether it is worth fixing yet.