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Book Your Security Assessment

Find out where your
firm actually stands.

Tell me about your firm and your Microsoft 365 setup. I will confirm the assessment scope and get you scheduled. You can also reach me directly by email or phone.

Request the Assessment

Let's secure your Microsoft 365.

Fill out the form and I will respond within one business day. The Microsoft 365 Security & Compliance Assessment is a fixed fee of $1,500, credited toward your first retainer month if you continue within 30 days.

Or reach me directly at william@waldmansystems.com

The Security Assessment

$1,500
Fixed fee · one written report
Risk findings Included
Prioritized fixes Included
Remediation plan Included
Retainer credit Full $1,500

The $1,500 is credited toward your first month if you start a retainer within 30 days.

Retainers, After the Assessment

Foundation
Security maintenance, monitoring, patch and access review, monthly report, on-call response.
from $750/mo
Compliance
Everything in Foundation plus a maintained compliance program, written policies, and documentation support.
from $1,500/mo

Floor prices. Your firm is scoped after the assessment. I do not bill hourly.

What to Expect

I respond to every inquiry within one business day.

The first step is the fixed-fee assessment. You get a written report on where your Microsoft 365 stands and what to fix first.

There is no obligation to start a retainer after the assessment.

FAQ

Common questions.

If you do not see your question here, just reach out.

What does the assessment include?

A review of your Microsoft 365 tenant: MFA and conditional access, account privilege, email authentication and anti-phishing, sharing and external access, and backup. You get a written report with current risk findings, prioritized fixes, and a scoped remediation plan.

Why $1,500, and what is the retainer credit?

It is a fixed fee, so you know the cost up front. If you start a retainer within 30 days, the full $1,500 comes off your first month. You are not paying twice to get started.

Do I have to sign up for a retainer?

No. The assessment is a standalone engagement. You get the report whether or not you continue. If you do continue, retainers start at $750 a month for Foundation and $1,500 a month for Compliance.

Why a focus on law firms?

A firm carries a duty to protect client confidences under its bar rules on technology competence and confidentiality, and it holds high-value data. That makes Microsoft 365 security a real obligation, not a nice-to-have. I also serve medical practices, insurance agencies, and private investigators.

Will this disrupt my firm while you work?

No. The assessment is read-only. Hardening is scheduled and staged so nothing breaks mid-day. I document every change so you and your staff always know what moved and why.

Do you work remotely?

Yes. The work is remote by design and built on Microsoft 365, which your firm already runs. I am based in Phoenix and serve firms across the metro.