Legal & Professional Services
Legal & professional services
Protect client confidentiality without slowing your fee earners down
Law firms, accountants and consultancies hold some of the most sensitive information there is, and clients, insurers and regulators increasingly ask how it’s protected. We help you choose telephony, security, cloud and automation that keep data safe and give fee earners time back.
The life of a matter
Technology at every stage of client work
Instruction
Calls answered and routed to the right team, first time, with every enquiry logged.
Onboarding
Digital identity and anti-money laundering checks, done quickly and on record.
Matter work
Secure collaboration, Teams calling and click-to-dial from your practice management system.
Time and billing
Calls and emails captured against the right matter, so less billable time slips through.
Archive
Records retained securely for as long as you need them, and no longer.
Due diligence
What clients and insurers now ask for
Security questionnaires are now part of winning work. The NCSC even publishes a cyber threat report dedicated to the UK legal sector. If you can’t tick these, it’s worth a conversation.
Joined up
When your phone system talks to your practice management
| Task | Today in many firms | Joined up |
|---|---|---|
| Calling a client | Look up the number, dial by hand | Click to dial from the matter, logged automatically |
| Recording time | Rebuilt from memory at month end | Calls and emails captured against the matter |
| Remote working | Desk phones and VPN workarounds | The firm’s number on laptop and mobile, securely |
| Client onboarding | Paper forms and scanned ID | Digital ID and AML checks in minutes |
Who it matters to
Can we answer every security questionnaire with confidence?
Controls and evidence that satisfy clients, insurers and regulators.
How do we secure a hybrid firm without slowing people down?
Managed devices, strong sign-in and cloud tools that just work.
Are we losing billable time to admin?
Telephony and automation joined up with your practice systems.
Are we paying for legacy phone lines and servers?
A market comparison and a plan to retire what you don’t need.
What it costs
Our advice costs you nothing. When you buy through us, the supplier pays us a fee, on the same basis for every supplier we shortlist, so no one can pay for a better recommendation. If the right answer is to stay where you are, we’ll tell you.
Why Quetzel
We’ve worked inside the vendors and integrators that professional firms buy from, so we know which platforms really integrate with practice systems and which security tools satisfy insurers. We compare the whole market and stay involved after go-live.
Questions we’re often asked
Will this work with our practice management system?
Most modern telephony and automation tools integrate with the popular legal and accountancy systems. We check before you commit.
Can you help us get Cyber Essentials?
Yes. We line up the tools and certified partners to help you achieve it and keep it.
Is Microsoft Teams calling suitable for a law firm?
For many firms, yes. We check recording, retention and number porting fit how your firm works.
Do you work with accountants and consultancies too?
Yes. The same needs apply: confidentiality, billable time and hybrid working.
Do you favour any vendor?
No. We compare across the market and every shortlisted supplier pays us on the same basis.
Where to next
Keep exploring
Services for legal and professional services
Cloud phone systems →Cyber security →Workflow automation & AI →Cloud infrastructure →
Marketplace
Committed to AWS, Microsoft or Google? Buy software through their marketplaces and count it towards what you’ve already agreed to spend.
How we work
From first conversation to go-live and beyond: 350+ vendors compared, contracts negotiated, and support after launch.
Other sectors