Microsoft 365 for Professional Services · India

Microsoft 365 that takes client confidentiality as seriously as you do.

Law firms, accounting firms, and consultancies handle client information that shouldn't be casually shared across the organization — access controls and document structure need to reflect client confidentiality, not just internal convenience.

We configure SharePoint and permissions around client matters or engagements, set up desktop Office apps for document-heavy work, and handle licensing so your billable staff aren't wasting time on IT friction.

Why Rua

What professional services firms need beyond standard setup.

Client confidentiality shapes how everything should be configured.

Structured around clients or engagementsSharePoint and document libraries organized by client or matter, not a generic shared drive everyone can browse.
Access controls that respect confidentialityPermissions scoped so client work is visible only to the people actually working on it.
Desktop apps for document-heavy workBusiness Standard or Premium licensing that supports the heavy document editing this kind of work requires.

How we set it up

From current setup to a properly structured firm.

01STEP 01

Assess

We review how your firm organizes clients or engagements today.

02STEP 02

Design

Document structure and access controls are planned around clients or matters.

03STEP 03

Migrate

Existing documents move into the new structure on a staged schedule.

04STEP 04

Support

We stay on for structure changes, access requests, and day-to-day support.

Coverage

Delivered remotely to businesses across India.

Professional services setup and support are delivered remotely for firms anywhere in India.

West & Central India
MumbaiPuneAhmedabadIndoreBhopal
North India
Delhi NCRGurgaonNoidaJaipurChandigarh
South & East India
BengaluruHyderabadChennaiKochiKolkata

Don't see your city listed? Setup is delivered remotely regardless of location — get in touch to confirm coverage for your location.

FAQ

Common questions about Microsoft 365 for professional services firms.

QCan you set up access controls so only the right team sees a client's work?

Yes, permissions can be scoped by client or engagement, so confidential work is visible only to the people actually assigned to it.

QDo you work with law firms specifically, or just general businesses?

We work with professional services firms broadly, including law firms, accounting firms, and consultancies — the core confidentiality-aware setup applies across these.

QCan you organize our existing scattered client files into a proper structure?

Yes, this is a common engagement — we assess your current setup and migrate it into a structure organized by client or matter.

QDoes licensing support the heavy document editing our work requires?

Yes, Business Standard or Premium includes full desktop Office apps suited to document-heavy professional services work.

QCan different partners or teams have separate confidential areas?

Yes, access structure can be designed so different teams or practice areas have appropriately separated confidential spaces.

Considering Microsoft 365 for your firm?

Tell us about your team size and how you organize client work, and we'll plan a structure — no obligation.