For professional services firms
Law firms, accounting practices, consultancies, and agencies share a common operating shape: client work is confidential, staffing changes by engagement, and the tenant has to reflect both without slowing anyone down.
Book a scoping callRecognisable patterns in this work
Shared work naturally splits by engagement, not by department, and needs to stay that way.
Staffing changes by engagement more than by fixed org chart, and access needs to follow.
External parties need scoped access to specific matters without a blanket guest policy.
Seat count moves with staffing and utilisation, not just with slow annual planning cycles.
The operating principle
Structure follows the work, not the org chart.
Professional services firms rarely organise around a stable department structure the way a product company might. Work is organised around clients, matters, and engagements, and confidentiality boundaries between those engagements matter as much as boundaries between departments would elsewhere. That makes matter-based site and Team provisioning—not a flat, general-purpose shared drive—the natural default.
Confidentiality here is an access-governance question before it is a policy statement: who is added to a matter site, when a co-counsel guest is removed at engagement close, and whether a departing associate's active-matter access is reassigned cleanly rather than left dangling.
Three recurring moments
Access baseline, matter visibility, and licence tier are set against their actual practice group from day one.
The matter site's access is reviewed, guest collaborators are removed, and an archive or retention decision is made.
Access to the prior group's active matters is reassessed rather than simply left in place.
What belongs in the monthly view
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